Toby

Features

What can Toby do?

These are Toby's tools, grouped by the job they do. Each one works from your connected accounting file or the figures you enter, leads with the result, and shows the working and sources underneath. Toby prepares; you lodge.

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The Health Check is free. Core starts with a 14-day trial.

How do I ask Toby a tax, super or payroll question?

  • Ask a question

    Ask about Australian tax, payroll or business law and get the answer first, with its source and date. FairWork award answers are included.

How do I use Toby to prepare and check my BAS?

  • BAS: prepare and reconcile

    Prepare the BAS labels for a period from your connected file, then check the BAS against the ledger's GST control account and list what is still unreconciled. Toby prepares; you lodge.

    1. Prepare the BAS
    2. Reconcile to the ledger

How do I use Toby to check payroll and super?

  • Payday Super

    Check each pay run's super payment date against the Payday Super deadline, then plan the payments that can still land on time and state the shortfall on any already late.

    1. Check super payment dates
    2. Plan catch-up payments

  • Payroll year end and STP finalisation

    Check gross, PAYG withheld and super per employee for the year against the ledger, then reconcile STP year-to-date figures before you finalise.

    1. Check the year against the ledger
    2. Check STP totals against the ledger

  • Payroll tax

    Work out payroll tax on your Australian wages for QLD, NSW or VIC, including grouped employers. Other states are not covered yet.

  • Final pay

    Work out what to pay someone who is finishing up: unused leave, redundancy and the tax on each part.

  • Long service leave check

    Work out each employee's accrued long service leave under the state Act you choose for them, and compare it with the payroll balance.

  • Payroll period sign-off

    Rolls up the Payday Super, STP finalisation and payroll tax statuses you enter into one outcome for the pay period, with a sign-off check. It sits under More payroll tools on the Payroll page.

How do I use Toby for contractors and my TPAR?

  • Contractors and TPAR

    Check the contractors you have classified, then total what each was paid for the taxable payments annual report.

    1. Check contractors
    2. Total TPAR payments

  • ABN check

    Checks each contact's ABN check digits and flags missing or invalid ABNs.

How do I use Toby for my FBT return?

  • FBT return workpaper Core

    Build the FBT return workpaper from the ledger accounts you classify as fringe benefits. Toby prepares; you lodge.

  • FBT calculator

    Work out FBT per benefit and each employee's reportable amount for an FBT year.

How do I use Toby to check asset effective lives?

  • Fixed assets and depreciation

    Check each fixed asset's settings and effective life against the register and ledger, then build a depreciation schedule.

    1. Check the register
    2. Work out depreciation

How do I use Toby at year end and for tax planning?

  • Division 7A loan repayments

    Check the minimum yearly repayment on each loan you classify as a Division 7A loan, against payments, terms and the ledger balance.

How do I use Toby to check my file and cash flow?

  • Health Check Free

    Find duplicate contacts, dormant accounts and coding problems in your accounting file. Works with Xero today. MYOB and QuickBooks Online to follow.

    About the free Health Check

  • Bank feed check

    Spot stale bank feeds and unreconciled transactions that have been sitting too long.

  • Who to chase for payment

    Age your receivables and get a list of who to chase first.

  • Supplier and customer concentration

    See how much of your spend and revenue sits with a few suppliers or customers.

  • Cash and tax forecast

    Project weekly cash with the tax payments placed on their due dates.

    1. Cash with tax due dates
    2. Weekly cash forecast

How do I keep track of ATO due dates?

  • Tax due dates

    See lodgement and payment dates for your business over the next year and set in-app reminders. Toby does not send reminder emails yet.

How do I use Toby across a practice?

  • Engagement letter

    Prepare an engagement letter and workpaper scope from your own practice terms.

  • Workpaper pack

    Collect a client's saved tool runs for a period into one pack, sign it off, lock it and export it to Word or Markdown. It sits under Files in the portal.

Coverage

What is live now, and what comes next?

Included in the plan

Income tax GST and BAS PAYG withholding Super guarantee Payroll tax Termination and redundancy Long service leave FBT return workpaper

Employment Hero connections and live ABN Lookup reads are still to come. Excel and Word exports and the Tax due dates tool are available now. Set in-app reminders for due dates; Toby does not send reminder emails yet. What each area includes.

Run your first tool

Create a free account, run the Health Check on your file, then start a 14-day Core trial from inside it. Cancel any time.

Start your 14-day free trial

No card is needed during the 14-day trial.