Jobs & compliance guide | OneHQ support

Overview

OneHQ tracks every compliance obligation from the moment it falls due to the moment it's lodged — BAS and IAS, tax returns, TPAR, payroll tax by state, and the rest. Because it already knows what each client is registered for, most of that work raises itself.

One thing it deliberately doesn't do: time and billing. OneHQ tracks the work through to lodgement — not the hours, not the fees.

Jobs raise themselves

OneHQ knows what each client is registered for, so the recurring work appears on its own — for the right period, with the right due date, ready for someone to pick up.

1

It knows the registrations

What each client is registered for — BAS/IAS, tax returns, TPAR, payroll tax — decides which jobs exist. You don't keep a separate list of who owes what.

2

It creates the period's work

Each new quarter or financial year, the jobs appear with the correct due dates. Payroll tax and WorkCover raise one job per registered state.

3

It moves itself

When a return comes back signed, its job advances on its own — so “signed” and “done” don't need a second person to line them up.

4

Add a one-off anytime

Something outside the cycle? Create a one-off job in a couple of clicks — a piece of advisory work, a special project, a favour for a client.

Statuses are your own lifecycle

A job's stages are yours to arrange. Every practice sets the lifecycle it actually uses and drags the stages into the order its work flows.

A typical lifecycle

Not Started → In Progress → Queries → Review → Out to Sign → Lodged

Queries is the default in-progress status — where a job sits while you're waiting on something before you can finish it. And Not Required closes any job that never needed lodging — a non-trading BAS quarter, a TPAR with no contractors — without pretending it was completed. It reads grey rather than green, because nothing was actually lodged.

One board for the firm

Every list in OneHQ reads the same way, so once you know one you know them all. What changes is the slice you're looking at, not the layout.

Mine or All — one toggle flips between just your work and the whole firm's.
Narrow it down — a single filter cuts the board by client type, staff, period or due date.
Clear ownership — one person per role per job. A client's standing allocation carries onto each new job automatically, and nominating someone else changes just that period.
Per-state work — payroll tax and WorkCover raise one job per registered state, with a State column you can sort and scan by.

Tasks & notes

Not everything is a lodgement. OneHQ keeps the smaller stuff on the same board.

Client Tasks

Ad-hoc to-dos with their own statuses — including Waiting on Client — so a task that's blocked on someone else doesn't sit there looking ignored. “Call Bob about the car” belongs here, not on a BAS.

Notes

Thread a note on any job and @mention a colleague — they're notified. A standing note carries forward to next period, so “these are NIL every year” is there next time without anyone retyping it.

Frequently asked questions

No. OneHQ knows what each client is registered for and raises the recurring compliance work automatically each period, with the right due dates. You can still add a one-off job anytime for anything outside the cycle.

Yes. Each practice arranges the stages it uses and the order they flow in. The default in-progress status is Queries (where a job waits on something before it can finish), and Not Required closes a job that didn't need lodging without marking it complete.

A toggle on every list. Mine shows the jobs where you hold a role; All shows the whole firm's work. Ownership is one person per role per job, so a job is always clearly somebody's — and nominating a colleague for a single period doesn't disturb the standing allocation.

No. OneHQ tracks the compliance work through to lodgement — not hours, not fees. It's about knowing exactly where every obligation stands, for the whole firm, in one place.