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Jobs & WIP

Practice workflow that already knows the work

OneHQ raises the jobs your clients’ obligations require, tracks them across the whole firm on one list, and moves them along as documents get signed — all in OneHQ, practice management software for Australian accounting firms. A WIP (work in progress) board that understands BAS, tax returns and payroll — not a blank set of columns you have to feed by hand.

Start now How jobs appear
Client
Staff
Due
Status
Delta Plumbing — BAS Q1
A. Chen
25 Nov
Ready for Review
Simpson Family Trust — 2025 return
M. Reid
15 May
Queries
Nguyen Pty Ltd — engagement
A. Chen
02 Oct
Out to Sign
Ridgeway Super — TPAR
M. Reid
—
Lodged

Illustrative list with invented names. Every WIP list reads the same way, whichever work it holds.

The jobs raise themselves

OneHQ knows what each client is registered for, so it creates the work automatically — the BAS each quarter, the annual returns, TPAR, payroll tax by state. You’re not remembering to add jobs; you’re working the ones already on the board.

Driven by obligations

Register a client for GST, PAYG-W, a payroll tax state or a tax return, and the periodic jobs appear on schedule — with the right due dates.

It moves itself

When a return comes back signed, its job advances on its own. Statuses follow your firm’s own lifecycle, in the order you arrange them.

Clear who’s doing it

One person per role per job. A standing allocation carries to every job, and nominating someone else changes just this period’s — never the whole client.

Notes that reach people

Thread a note on a job, @mention a colleague and they’re told. A standing instruction carries forward to next period’s job, saying where it came from.

One board for the whole firm

Every list — activity statements, tax returns, payroll tax, client tasks — reads the same way, so learning one is learning them all. Filter to what’s yours, sort by what’s due, and see the work rather than the tool.

  • Mine or the whole firm — one toggle switches every list between your work and everyone’s.
  • Client tasks with a “Waiting on Client” state — so a job blocked on someone else doesn’t read as one nobody’s picked up.
  • Your own priorities — pin the jobs you care about without reordering anyone else’s board.
  • Statuses you name — arrange the lifecycle your practice actually uses, per job type.
Workflow, not billing. OneHQ tracks the work through to lodgement — it deliberately doesn’t do time and billing. That keeps it focused on getting the job done, and sits alongside Xero rather than duplicating it.

Frequently asked

Do I have to create every job myself?
No. OneHQ creates the recurring compliance jobs from what each client is registered for — BAS, IAS, tax returns, TPAR, payroll tax by state — on schedule and with the right due dates. You can still raise a one-off job any time.
How do jobs move through their stages?
You set the statuses your practice uses and arrange them into a lifecycle, per job type. Staff move a job from the list, and some steps advance on their own — a return coming back signed moves its job forward without anyone touching it.
Does it replace a project or WIP board?
Yes — and it starts a step ahead, because it already knows the compliance work rather than needing you to build every card. It also sits on the same client record as your calls, emails, documents and figures, so nothing lives in a separate board.
Does it do time tracking and billing?
No — deliberately. OneHQ is practice workflow: it tracks the work through to lodgement, and it never records time or raises an invoice. Time and billing stays where it lives today, and OneHQ concentrates on moving the job, not costing it.

The work, already on the board.

Compliance jobs that raise themselves, move themselves, and live beside the client.

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