All in Order, No Missing Documents
With our collate documents feature you can transform information chaos into cohesive clarity. Save time, reduce follow-ups and ensure consistent ATO compliance. It’s a perfect choice for tax accountants and practice managers to centralise clients’ documents securely with ease.
Smart Locate
Accountants can collate and share client tax documents in a click; simply select from the folder and press the collate button.
Audit Ready
Generate complete document bundles faster than your morning coffee. Then, just repeat the perfection with every job.
Document Verification
Experience the relief of digitally signing collated documents in a click, from any device, saving countless trips to the post office.
Thorough Process of Assembling Your Documents for Complete Readiness
Smart Automation
- Tax Return Details: Organise all your requested payslips, health insurance summaries, work-related expense receipts, and bank interest statements from clients
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- BAS & GST Lodgments: Easily compile your clients’ quarterly business activity records, sales and expense invoices, and payroll reports for accurate BAS preparation.
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- FBT Reporting: Better organise jobs to prepare the logbooks, car usage records, and employee benefit documents with pre-set FBT-specific request templates.
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Practice Growth
- Yearly Financial Reporting: Compile trial balances, fixed asset registers, depreciation schedules, and stock takes rapidly within a single workflow.
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- Collate Client Onboarding Docs: Simplify client onboarding by securely organising essential documents, from ID verification to engagement letters.
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- Trust and Company Returns: Better organise requests for trust distribution statements, dividend vouchers, company resolutions and shareholder records.
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Compliance Ready Documentation
- Payroll Reconciliation & STP Reporting: Payroll reviews by collating employee timesheets, PAYG summaries, and STP files shared by clients (monthly or quarterly).
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- ATO Audit & Review Readiness: Proactively gather source documentation in advance or during ATO reviews to respond faster and with complete evidence trails.
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- JobKeeper & Government Support Claims (Historical): Collating eligibility documents like revenue reduction evidence, and employee nomination forms to support package submissions, audit-ready.
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Documents Perfectly Ordered
Transform your scattered paperwork into a precise, unified collection with our collate documents feature. Get instant access and control over all your important information.
Answers To Your Questions
Resources and News for Better Practice Management
Download the Synkli App
Collate, organise, and verify client documents in one click, making every tax job audit-ready and effortlessly managed.
