[AU] June Product Update

FY27 has kicked off with our biggest workflow update of the year and a stack of new features

NEW FEATURES

ACTIVITY STATEMENT AUTOMATION - WITH AI POWERED GST REVIEW

Activity Statement binders connected to Xero now automatically pull GST transaction data, payroll earnings and PAYG withheld, with BAS Summary labels pre-filled using ATO data. Active Workpapers now also features an AI-powered GST Transactions Review Tool to identify GST coding issues before lodgement. What's included:

• Xero data flowing into your workpapers: GST transaction data, payroll earnings and PAYG withheld flow automatically into Activity Statement worksheets. GST and payroll transaction details can be viewed directly in the Data Hub.
• ATO prefill data (pending ATO approval): ATO data populates AS14 Activity Statement Summary labels. STP data for AS07 PAYG Withholding is coming very soon.
• Identify coding errors (Beta): Using the new AI-powered GST Transactions Review Tool, you can run an automated review of GST transactions from the binder Index. Identified issues include reasoning to support review decisions.

FASTER WORKPAPER REVIEW & NAVIGATION

Mark any number on a PDF: find it once, jump straight back every time

Stop searching through pages of supporting documents to relocate a figure you've already found. Create references to any number, transaction, note or total, and return to it instantly.

Automatic balance matching

When you attach a document as a record, Active automatically looks for a balance that matches the account balance. If a match is found, a reference is created automatically, and the account is reconciled immediately.

Create your own references, any time

Create references anywhere in a document. Select + Add Reference, draw a box around the figure or section you want to mark, and save it with a label. Create as many references as needed on a single document, each with one-click navigation back to the exact location.

This is particularly useful for highlighting key figures for reviewers or marking items that aren't detected automatically.

TRANSACTION COMPARISON TOOL

The new Transaction Comparison Tool compares two sources of transactions side-by-side - like two linked ledger accounts, or a ledger against an external file - and then either identifies matches or surfaces any discrepancies. This means that your time can be spent resolving issues, not finding them.

FULL TRANSACTION VISIBILITY FROM XERO

View transaction-level Xero data directly within the binder, including Sales, Purchases, Bank Transactions, GST and Payroll. What's included:

• Browse Xero transaction data without leaving Active Workpapers.
• Navigate directly to source transactions using View in Xero.
• Refresh data on demand using Reimport Data.

TRIAL BALANCE - DEBIT/CREDIT VIEW

Switch between the existing single-column Trial Balance view and a new debit/credit column view.

IITR PREFILLING 2026

Pre-filling data for the 2026 income tax year is now available. Connect to the ATO during binder creation to import pre-filling data directly into the relevant workpapers.

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NOTES & DISCLOSURE ENGINE UPGRADE

The Notes and Disclosures Engine has been redesigned to deliver more reliable statutory report disclosures and a more flexible way to manage notes directly within report templates. What's included:

• Fully customisable Quick Notes: Edit content and sort order directly from the Notes page.
• Add Custom Notes from any Report Template: Create one-off notes without file-level setup.
• Drag-and-drop reordering and group headers: Organise notes your way, with options to reset to organisational or admin defaults.
• Search across your full firm library: Find and add notes from beyond the current reporting suite.
• Multiple note references per account row: Support more than one disclosure against a single account where required.

Migration

Existing Report Templates are automatically migrated on first open. No manual action is required and all customisations are preserved.