Good morning, AJ

Unreconciled
17,556
Across 8 clients
Overdue invoices
$2.24M
357 invoices
Overdue bills
$86.7K
44 bills
Missing bank feeds
3
Kityan · Dodd · Hodgeys
28 Jul 2026
Q4 BAS due — 7 clients
Agent ext: 25 Aug
Critical — act today
No critical alerts. Run a health check or Sync Xero to populate this from live data.
Client health scores
No health scores yet. Run a health check on a client to populate this.
Today's checklist
Live AI monitor
Critical — 4 alerts
Needs attention this week

Monthly Jobs

Recurring work generated from each client's package.
No monthly jobs loaded. Open the Kanban board or Work Centre to see current work.
ATO interest history — clients with late payment charges
Client FY22/23 FY23/24 FY24/25 Note
Active jobs
Cards are the recurring jobs generated from each client's engagement package. Drag between stages — the stage saves to the Google Sheet. Nothing here lodges a BAS or sends anything.
You are a registered BAS agent — extended lodgement dates apply to your clients. Q2 (Oct–Dec) has no agent extension as the 28 Feb date already includes a Christmas buffer. Super Guarantee has no extension regardless of agent status.
Current & upcoming
QuarterPeriod (Australian FY)Standard dueAgent extensionStatus
Q1 FY25–26Jul – Sep 202528 Oct 202525 Nov 2025Lodged
Q2 FY25–26Oct – Dec 202528 Feb 2026No extensionLodged
Q3 FY25–26Jan – Mar 202628 Apr 202626 May 2026Lodged
Q4 ◀ NOW FY25–26Apr – Jun 202628 Jul 202625 Aug 2026Due soon
Q1 FY26–27Jul – Sep 202628 Oct 202625 Nov 2026Upcoming
Q2 FY26–27Oct – Dec 202628 Feb 2027No extensionUpcoming
Q3 FY26–27Jan – Mar 202728 Apr 202726 May 2027Upcoming
Q4 FY26–27Apr – Jun 202728 Jul 202725 Aug 2027Upcoming
Monthly IAS due dates
Monthly IAS (Instalment Activity Statement) is due on the 21st of the following month for self-lodgers, or the 25th for tax agent clients. IAS covers PAYG withholding from wages and PAYG instalments. It does not include GST (that remains on your quarterly BAS schedule).

Work Centre

Everything the practice owes, across every client. Findings, workflows, client queries and BAS jobs in one list — each still living in its own record, so changing it here changes it there.

Client Queries

Every question out to a client, in one place. Xbook prepares drafts — reviewing and sending stays with you.

Workflow Templates

The practice's standard way of doing recurring work. Assign a template to clients and Xbook generates the job for each period with its checklist, owner and due date.
Client health check
Practice-wide BAS readiness for the current quarter. Figures come from the hourly monitor's read-only Xero scan — reconciliation, GST position and overdue balances per client. Row actions open a draft; nothing is sent or lodged.
BAS readiness — all clients
Drafted emails
No Gmail drafts are currently awaiting review.
Client profiles & obligations

Client Setup & Connections

What each client receives, who handles it, and what compliance profile applies. This is what Xbook schedules from.
System status & safety
Live check of sign-in, integrations, and send-safety. This app is draft-first: email and e-signature actions only ever create drafts for your review — nothing is sent automatically.
Email
Describe an email or use a suggestion — Claude drafts it for your review
You review & edit before it becomes a Gmail draft. Nothing is sent.
Transactions
Unreconciled Xero transactions · “Query client” creates a Gmail draft only