To send an engagement letter to the client, go to My Practice -> Templates and Letters. You can see the letter status and the count if you have added any letters previously, else you will see an empty screen with just an option to “Add Letter”
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Office Practice Manager (OPM) is the workflow management application from GovReports for tax practitioners to easily manage clients, compliance jobs with deadlines, non-compliance jobs, … staff and calendar that you will love to use everyday.
Whether you are a sole practitioner or practice with many staff, planning tool such as OPM enables for workflow process to be set up and create visionary foundation of a work culture that the team can rely on for a better and consistent workplace environment.
OPM was recently merged with GovReports lodgement platform and now releasing new improvement that will continue to enhance the work efficiency.
The New Enhancement:
As a workflow management system, we wanted to for our users to be able to see their overall practice in a glance from the dashboard. So we made the enhancement to the Job Status to hopefully reduce the clutter and present a clearer and cleaner display of job and or work status information.
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The commencement of Single Touch Payroll since July 2018 for businesses with more than 20 employees was the starting of the new reporting era for employers to submit information such as their employees’ salaries and wages, pay as you go withholding and super information to the Australian Tax Office (ATO) supposing from their payroll solution each time they pay their employees.
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