Kelly+Partners

Be Better Off.

Your plan's tax work, tracked in the open. No phone calls, no chasing — check where things are up to, any time.

Kelly+Partners Accountants · Strata & Community Titles
PICA strata managers

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Every plan you manage, what's outstanding, and what's waiting on you — in one place.

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Checking a single plan?

Owners and committee members can look up one plan by its ABN — it's on the levy notice and the annual financial statements.

You'll see where the plan's obligations are up to and who the next step sits with. Financial figures and tax positions are not shown here.

Kelly+Partners staff — sign in to the console
Kelly+Partners
connecting

Status reflects Kelly+Partners' internal job records and is indicative. Lodgement is confirmed by the receipt the ATO issues to the plan's registered tax agent. Kelly+Partners is engaged by the owners corporation through its strata manager — for anything beyond the status shown here, including figures, levies or assessments, please contact your strata manager.

Internal console connecting

Plan administration

Everything waiting on us

Nominations, questions, record chases and files firms upload, in one queue, oldest first. Archive an item when you are done with it — anything whose period is fully lodged archives itself.

Agent nominations

Two steps, weeks apart: take the documents to the ATO, then come back when it is approved and record what the plan turns out to owe.

Agent nominations waiting on us

Requests strata managers have submitted. Open one to check the paperwork, then mark it processed — that clears the nomination flag on every plan in the batch.

Questions

Across every strata manager. Replying emails their contacts automatically.

Plans waiting on an ABN

A newly registered plan has no ABN, and we are the ones who apply for it. Open one to record that it has gone to the ATO, or to enter the ABN when it comes back — the plan moves onto it and keeps everything already recorded against it. The strata manager can enter it too; whoever has the letter first.

Plans waiting on a TFN

Plans a strata manager added with "Does the plan have a TFN? — No, it needs one". We apply to the ATO with the same registration form as an ABN; when the number comes back, record it here and the plan leaves this list. It also leaves by itself if the firm sends the number first.

Plans waiting on GST registration

Plans a strata manager added with "Is the plan registered for GST? — No, it needs one". We register them with the ATO on the same registration form as an ABN. Mark one registered when it goes through: from then on it lodges a BAS, starting with the current quarter.

Income & expense

Statements managers have sent in, newest first. Open a batch to download the PDFs for source docs.

Records we've asked for

One request covers one BAS or return for one firm. Each line is a plan and a thing we need, so both sides read the same answer to "what's still outstanding".

Access review

Every login in one list — Kelly+Partners and manager firms together — with what each one can see and when it was last used. This is the answer to the question audit and IT ask each quarter.

counting… Download the access review

Kelly+Partners logins

Who at KP can open this console. A staff login sees every firm's data, so keep the list to the people who do this work — and turn one off the day somebody leaves.

Manager logins

Accounts at strata manager firms. Each person gets their own — never a shared login — so the audit log always names one real human.

Contacts

Who we email at this firm — query notifications and the weekly summary. A contact doesn't need a login.

Where every firm stands

Worst first. Open a firm in the batch screen, or draft an email to chase them.

Periods

The BAS quarters and tax years the portal is tracking. Add next year's the moment it comes around and it appears in every picker, for us and for all 111 firms, straight away. Once everything in a period is lodged you can archive it — it comes out of everyone's pickers and running totals, and stays readable in the archive. Only Kelly+Partners can add or archive a period, and archiving only when nothing is outstanding.

Choose the batch

Pick a manager and an obligation, set the status, apply. Every plan beneath moves at once and everyone watching sees it immediately. A firm split into client accounts, like PICA, can be moved one account at a time.

Exceptions for this manager

Plans that sit outside the batch. Set one back to “follows batch” to clear it.

Plan
Name
ABN
Status
Exception

Client register

New or changed plans. Matched on ABN — existing plans update, new ones are added, nothing is deleted. Handles 20,000 rows in one file.

Drop the client register — Excel or CSV — or click to choose
plan_number, jurisdiction, plan_name, abn, strata_manager, bas_required, itr_required
Headers matched by name, any order. .xlsx or .csv — no need to convert. No TFN column.

Status upload

One row per plan. A row changes only that plan unless you say otherwise.

Drop the status file — Excel or CSV — or click to choose
strata_manager, obligation, plan_number, abn, status, apply_to, exception
A row sets that plan only. Put manager in apply_to to move every plan under that strata manager. .xlsx or .csv.

Email delivery

Notifications, weekly digests and confirmation links all go out through one mail server. This is where you can see whether that is working.

Checking…

Last twenty messages

Audit log

Every change, who made it, what it was before. Append-only — nothing here can be edited or removed.