Recurring jobs that match every compliance cycle
Build recurring jobs that mirror your ATO and ASIC compliance cycles so BAS, tax and annual reviews appear on the board automatically, correctly dated and assigned.
Australian compliance runs on a calendar that never really stops. The moment one BAS quarter closes, another opens; annual tax and company reviews queue up behind them. For most firms the real risk is not the work itself but the setup: someone has to remember that a client exists, that they are due, and that the job needs to be on a board before anyone can start it.
Recurring jobs remove that fragile first step. Instead of rebuilding the same list each cycle, you define the cadence once and let the work appear on its own.
Map your obligations before you automate
Good automation starts with an honest map of what your practice is actually responsible for. Most firms carry a predictable spread of cycles:
- Quarterly BAS for GST-registered clients, aligned to the July to June financial year.
- Monthly and quarterly IAS for PAYG instalment and withholding obligations.
- Annual income tax returns across individuals, companies, trusts and partnerships.
- ASIC company reviews tied to each entity's review date rather than the financial year.
The lodgment program published by the ATO gives you the anchor dates, while company review obligations are set out by ASIC. Getting these cadences right on paper is what makes the automation trustworthy.
Turn each cycle into a template plus a schedule
In Finye a recurring job is simply a template attached to a schedule. You build the template once, decide how often it should fire, and the platform generates a fresh work item each cycle with the client, the assignee, the checklist and the due date already in place.
Because the due date is calculated from the period rather than the day the job was created, a quarterly BAS lands with the correct deadline every time. Four jobs a year appear for each quarterly client; twelve for a monthly IAS. You set it up deliberately, then leave it alone.
Give jobs enough lead time
The point of automating the setup is to buy time for the work that needs judgement. Configure each recurring job to appear well before its deadline so bookkeeping can be reconciled, figures drafted and client approval sought without a last-minute scramble.
Keep review steps inside the cycle
Automating the creation of a job should never mean lodging on autopilot. Build your internal review and client sign-off steps into the template so they travel with every generated job. A principal can then scan a single board and see which returns are in preparation, which are awaiting review and which are with the client.
New clients slot into the right templates during onboarding and then look after themselves. Staff changes stop creating gaps, because the schedule does the remembering rather than a person.
Review your schedules each year
Compliance cadences are stable but not frozen. A client can move from quarterly to monthly reporting, an entity can wind up, and the ATO occasionally adjusts a due date. Set aside time before each busy season to review your recurring schedules so they still reflect reality. This annual pass is quick when the schedules are already in place, and it is far cheaper than discovering a drift mid-quarter. The habit keeps your automation trustworthy: a job that appears on the board is genuinely a job that needs doing, on the date it actually falls due. If you want a fuller walkthrough of setting these up, our guides cover the practical detail, and you can compare plans and pricing to find the right fit.
The shift is quiet but real: instead of asking whether the list is complete each quarter, your team opens the board and the work is already there, correctly scoped and waiting.