Toby
For accountants

The compliance work, done. You choose when to lodge.

For accountants in public practice and in-house. Toby reads the Xero file, does the BAS, payroll and year-end work, and shows the working and the source under every figure.

Start your 14-day free trial See how it works

No card is needed during the 14-day trial.

Harbourside Joinery Pty Ltd · BAS
BAS: prepare and reconcileCalculated
  1. ✓Read the connected Xero fileRead only
  2. ✓Prepare the BAS labelsWorking attached
  3. ✓Reconcile to the GST accountSource linked
  4. !Two coding questions for youYour call
  5. ✓Workpaper ready to exportExcel and Word
Your decisions are recorded with who made them.Working

Demo data, not a real business

What you get

What does Toby do for an accountant?

It does the compliance work on the file and hands you a finished result to review, with nothing left to rebuild in a spreadsheet.

01

Finished work, not a first draft

The BAS, Payday Super check, TPAR and FBT workpaper come back complete, with the workings ready to export to Excel or Word.

02

Every figure traced to its source

Each figure is worked out from the published rates, with the working and the source under it. AI explains the result and never makes up a number.

03

The judgement calls stay yours

BAS coding, employee or contractor, and loan treatment are your decisions. Toby asks, records who decided, and works from your answer.

For every accountant

What can every accountant use from day one?

Health Check and Ask work the same for every customer: public practice, in-house, bookkeepers and business owners.

A Toby Health Check report on demo data: eight findings, five to fix first, eight of eight checks run, and the first finding, a contact with an invalid ABN, with where in Xero to correct it.
Free

Health Check

Check any Xero file before you quote or close. Toby ranks what to fix first and says where in Xero to fix it.

See the Health Check
Core

Ask Toby

Ask a tax, super, payroll or business law question. The answer comes first, then the working, the source and its date.

See answered questions

See it run

What does a Health Check look like?

A demo on a made-up business: upload the file, see the findings ranked by risk, download the report.

Demo data, not a real business.

How accountants use Toby

Which jobs can Toby do for my practice or my business?

Every tool is open to every customer. These are the jobs each practice tends to start with.

In public practice

Get through the client list faster, and send work you can stand behind.

  • BAS: prepare and reconcilePrepare the BAS from the client's file and reconcile it to the ledger before you lodge.
  • Contractors and TPARCheck each contractor's ABN and build the TPAR from the payments in the file.
  • FBT return workpaperBuild the workpaper from the ledger accounts you classify as fringe benefits.
  • Division 7A loan repaymentsCheck the minimum yearly repayment on each loan against payments, terms and the ledger.
  • Engagement letter and workpaper packPrepare the engagement letter from your own terms, then sign off and lock the workpapers.

In-house

Close the period with every figure checked, and a working for the auditor.

  • Payday SuperCheck each pay run's super payment date, and plan the payments that can still land on time.
  • Payroll taxWork out payroll tax for QLD, NSW or VIC wages, including grouping.
  • Payroll year end and STP finalisationCheck the year against the ledger and reconcile STP year to date before you finalise.
  • Final pay and long service leaveWork out a final pay and check long service leave entitlements.
  • Cash and tax forecastSee cash with the tax payments placed on their due dates.
  • Tax due datesSee every lodgement and payment date that applies to your business, in one list.

End to end

How does a job run from file to finished result?

Toby does every step up to the finished result. Lodging stays your decision, in Xero or the ATO's own channels.

Connect

Connect the Xero file, read only, or upload an export from your payroll system.

Toby does the work

It prepares, reconciles and checks, and works out every figure from the published rates.

You decide

Answer the coding and classification questions. Each answer is recorded with who made it.

You choose when to lodge

Take the finished result and its workings, export them for the client, and lodge when you are ready.

Proof

How do I know the figure is right?

Every figure Toby gives has to pass the same checks before a change ships, whether it is a BAS label, a super date or an answer to a question.

  • Every rate and threshold comes from a published schedule, checked and signed off before use.
  • The payroll tax engine reproduces the worked examples Revenue NSW and SRO Victoria print.
  • Each answer cites the Act, ruling or revenue office page it relies on.
  • Where Toby doesn't hold the answer, it says so instead of guessing.

How Toby works out a figure

Checks before every release
Release checksRuns on every change
  1. ✓Rates from signed-off schedules onlySource held
  2. ✓Revenue office worked examplesReproduced
  3. ✓Answer pages rebuilt from the scheduleTraced
A change that breaks an example does not ship.See answers

Security

Where does my clients' data go?

It stays in Sydney, and the details that identify people are kept from AI.

Processed and held in Sydney

The servers, database and logs run in the AWS Sydney region, encrypted in transit and at rest.

Kept from AI

TFNs, bank details, salaries and staff names never reach AI, and customer data is never used to train it.

Read only in Xero

Toby writes nothing back to your file. Revoke the connection in Xero and it stops that moment.

Read how each promise is enforced

Run your next BAS through Toby.

Connect a file, let Toby do the work, and check the result against your own.

Start your 14-day free trial See pricing

No card is needed during the 14-day trial.