Released 21 Oct 2025

This release combines a regular update to the list of AUS Tax Copilot data Views available for analysis with a whole new offering Time & Billing which focusing on practice data and information. This new module will help firms manage Staff, Clients, Jobs and Takes as well as insights into Work in Progress and Debt Management.  

Time & Billing Dashboards, Insights and Copilot Data Views  

Note: Currently only available for APS Australia but soon available for other Practice management solutions such as Access Practice Management and others. Updates will be added to this page once available

The Evo Analytics & Copilot Time & Billing solution for Accountants brings together four key data sets: Staff Time, Jobs & Tasks, Work in Progress, and Debt Management. Together, these provide a board analysis to help practices understand past achievements, evaluate current performance, and identify where improvement, or continued focus is needed to achieve more. Analysis can be done using Dashboards and Insights as well as asking questions of the Analytics Skill in Evo Copilot. 

Access full details for all Time & Billing Dashboards, Insights and Copilot Data Views by downloading the PDF document available on this page.  

Available Time & Billing Dashboards

• Practice Staff Time Dashboard - This Dashboard focuses on Staff Time both Chargeable and Non-Chargeable time. Key measures such as Utilisation % and Efficiency % are presented and time entered through timesheets is segmented by different attributes and categories. 
• Practice Job & Tasks Dashboard - The Job and Task Dashboard tracks time spent on various job types in an Accounting Practice. It provides counts of jobs at different stages, categorised by attributes like responsible Partners, Managers, and assigned Employees 
• Practice Input & Billing Dashboard - The Input and Billing Dashboard displays WIP measures and calculations. It includes Time, Disbursements, Fees, Write Offs/Ons, and Recovery KPIs, with totals segmented by attributes like Partner and Manager. You can drill Down to detailed WIP formats for deeper insights. 
• Practice Invoice & Receipts Dashboard - The Invoice and Receipts Dashboard highlight two main debt transactions for a Practice. It displays total measures, sliced by various Debtor attributes, with counts and averages. Time-based analysis is available in chart form, with drill-through to detailed formats based on selected measures.  

Available Time & Billing Copilot Data Views  

• Practice Staff Time Copilot Data View - This view captures time recorded by employees, linking tasks to jobs and clients. It includes attributes for analysing total time entered, time value, and task allocation as well as time-based attributes such as financial or calendar years and months. The data supports KPI calculations such as utilisation, efficiency, total hours, leave taken, and other metrics to evaluate employee productivity and activity. 
• Practice Jobs and Tasks Copilot Data View - This data view captures jobs and tasks associated with clients, including assigned employees, task value, and timelines. It tracks Partners and Managers responsible for workflow efficiency and team coordination. Key attributes support to-do list management, job/task tracking, and performance metrics. Enables measurement of time and monetary targets against actual outcomes. 
• Practice WIP Copilot Data View - This data view contains all Work in Progress (WIP) transactions across the practice, teams, and employees. It includes input types like Time and Disbursements and output types such as Time Fees, Disbursement Fees, and Interim Fees. Attributes support reporting and analytics, including time-based dimensions (financial years and months), job and staff roles (partner and manager), and groupings by client and employee details. 
• Practice Debt Copilot Data View - This data view captures all debt transactions managed by the practice, teams, and employees. It includes output types like Invoices and Credit Notes, and input types such as Receipts, along with other categories like Bad Debts, Interest, and Credit Card Fees. Attributes enable reporting and analytics through time-based dimensions (financial years and months), client and debtor assignments (partner and manager), and groupings by transaction and debtor types. 

Released 21 Oct 2025

New AUS Tax Copilot views have been added in this release. These views focus on the Company Tax Returns but also included are some key sets of data across Trust, Partnership and SMSF returns as well as views catering for all Income Tax return types.  

There have been 13 new data views created to allow more information to be accessed through Copilot. Full details for each of these new Copilot data views is available in the PDF document downloadable on this page. 

Tax AU Individual Income Tax Return NRFI Schedule
This view shows the details of the Non-resident Foreign Income (NRFI) schedule for the individual income tax return. It includes the country name, and which assessment method was used and the respective dates and values for each method.  

Tax AU Trust Return Beneficiaries Distribution
This view shows the details for the beneficiaries that received a distribution from a trust where the trust return is also in the system. It will not show details for all returns that received a trust distribution where the trust was external to the system.

Tax AU Partnership Return Partners Distribution
This view contains the details of all the distributions made from a partnership return to the partners. It includes all income and credits.

Tax AU Self-Managed Super Member Details & Income
This view shows all the details for the members of all the Self-Managed Super Fund (SMSF) forms. It includes member details and all amounts added and withdrawn for the member to reach the closing balance at the end of the year.

Tax AU Company Tax Return Income Expense and Reconciliation Items
This view shows items 6 and 7 from the Company Tax return. It shows… 

• all income value from item 6
• all expenses from item 6
• all reconciliation amounts from item 7

Tax AU Company Tax Return Item 8 Financial Information
This view contains all of the values from item 8 of the Company Tax Return.

Tax AU Capital Allowances  
This view shows details of the capital allowances items. It includes small business depreciation and details of other depreciating assets.

Company form item 9, Individual form item P10, Trust form items 50 and 51 and Partnership form items 49 and 50

Tax AU Capital Losses Deducted and Carried Forward
This is the primary view for details of  

• tax losses deducted or used for each form 
• tax losses carried forward 
• capital losses carried forward.

This view should be used for questions about carried forward tax and capital losses and tax losses deducted.

However, it does not include tax losses carried forward for the individual income tax return.  

It shows details from Company form item 13, Individual form item L1, Trust form item 27, SMSF form item 14 and Super fund form item 13.

Tax AU Company Tax Return R&D Item and Schedule
This view contains information from the Company Tax Return for research and development (R&D) items. It includes labels from the tax return and the R&D Tax Incentive schedule.

Tax AU Create the Company Tax Return Offsets
This view shows the detail for offsets from the company return including National Rental Affordability (NRAS), foreign income tax offset, early stage investor offset and digital games tax offset (DGTO). It covers company tax return items 12, 20, 22, 23 and 24. 

Tax AU Company Tax Return Special Entity
This view shows the details for special entity types of companies including licensed clubs (item 15), life insurance companies and friendly societies (item 16), pooled development funds (item 18) and retirement savings accounts (RSA) providers (item 19). 

Tax AU Company Tax Return Consolidation Prospective Deductions and Reportable Tax Position
This view contains the information for the company tax return for item 11 (Consolidation deductions/Prospective deductions and item 25 (Reportable Tax Position). 

Tax AU Company Tax Return Front Cover
This view contains the information for the front cover of the company tax return.

It includes ultimate holding company, immediate holding company, company type, amendment details, bank account details, industry code and description, base rate, country by country, significant global entity, interposed entity details and small business indicator. 

Released 30 Sep 2025

What's New! 

New AUS Tax Copilot views have been added in this release. These views mark the completion of the Individual Income Tax Return. All relevant data is now available to be queried through Evo Copilot. The CGT schedule details have also been made available in this update. There has been a UX refresh of the Tax Insights and Dashboards surfaced through Evo Analytics and some updates to core data flows to enhance performance.

Release Summary:

New views available
There have been five new views created to allow more information to be accessed through Copilot. Four of these views relate to the individual income tax return data and one is for the CGT schedule.

Individual Tax Return Views
There are four new views to presenting additional data for Individual Tax Return Views.

Individual Business Loss Activity detail
This view will show the details of item P9 and will show up to 10 losses for each return.

Individual Tax Front Cover
This view will include details from the front cover of the return including bank account details, residency and amendment details

Individual Tax Return Spouse details
The Spouse view will include the details of the Spouse item, including of the values relating to the spouse’s income.

Individual Tax Return Business and Professional Items view
This includes details of the items from P1 to P21 of the business and professional items section with the exception of business losses that appear in the view outlined above.

Information such as

• personal services income,
• business income and expenses,
• small business depreciation and
• other items such as debtors, creditors, salary and depreciating assets 

Other Tax Return Views

CGT Schedule View
The Capital Gains Tax Schedule is now included. This will include all items from the schedule.

• all items from the current year capital gains and losses
• capital losses and unapplied capital losses
• CGT discount and
• small business concessions

UX Standardisation
All Insights and Dashboards have been updated with the same look and feel. Some additional Show Data options have been built into Insights to allow drill through to detail without applying an underlying filter. Drill down options are still available which filter the drill down report by what is selected on the original Insight. 

Released 9 Sep 2025

What's New!

This release includes new Copilot views that allow for further information from the Individual Income Tax Return to be queried, new fields and categories have been added to existing views and some fixes made to ensure greater data accuracy in the existing Dashboards. 
 
Release Summary:

New views available
There have been three new views created for the Individual Tax Return to allow more information to be accessed through Copilot.

Income Items
This view will give access to all the income items from the main form, covering all of the data that is sent to the ATO. 

This includes values such as 

• Salary and wage totals as well as occupation codes and descriptions from item 1 
• Other payment summary values such as allowances and lump sum totals from items 2 and 3 
• Government allowances and pensions from items 4 and 5 
• Interest and dividend totals from items 10 and 11 
• Business income from item 15 
• Capital gains total from item 18 
• Foreign income from items 19 and 20 
• Rent totals from item 21

Adjustment Items
All the values from items A1 to A5 will be available to query through Copilot including 

• Under 18 excepted and eligible income from item A1 
• Part year tax free threshold from item A2 
• Government super contributions from item A3 
• Working holiday makers details from item A4 
• Family trust distributions tax from item A5 

Income Test Items
This view will make all the information from the income test items (T1 to IT8) available to be queried by Copilot including 

• Reportable fringe benefits and reportable employer super from items IT1 and IT2 
• Tax free government pensions from item IT3 
• Target foreign income from item IT4 
• Net financial investment and net rental losses from IT5 and IT6 
• Child support and dependent details from items IT7 and IT8 

New fields available
There is new data available to be queried in the existing views. 

The Tax Form Header view that contains information about the status and due and lodged dates will now also allow queries for taxable income and tax payable/refundable 

New category for Due Date Approaching and Overdue Lodgement Insights
A new category has been created for the Due Date Approaching and Overdue Lodgement insights that appear for both income tax returns and activity statements. 

This new category will separately categorise returns for which a due date has not been entered. 

• For the Due Date Approaching insight, the category “Due date passed or not applicable” will be separated to “Due date passed” and “No due date entered” 
• For the Overdue Lodgement insight, the category “On time or not applicable” will be separated into “On time” and “No due date entered” 

Issues fixed 

• Activity statement period start and end dates were not correct for APS Tax forms 
• Not all activity statements were being created for APS Tax form 

The Evo Analytics & Copilot AUS Tax solution for Accountants aims to bring all relevant tax detail across all available Form Types, Activity Statements and Schedules. Tax information is combined with client centric details so comprehensive analysis can be achieved, whether it be to pinpoint a specific scenario for an individual client, or a general cohort of clients based on a common situation. 

Access Evo Analytics for Accountants delivers actionable insights through two main approaches: 

1. Dashboards & Insights – presenting high-level metrics that can be explored further by drilling down into detailed data, offering full clarity on how top-level figures are built. 
2. AI-powered Copilot – fully integrated into Access Evo, Copilot uses natural language queries across all available Tax data. With its growing list of “Skills,” including the Analytics Skill, users can ask questions and instantly explore their data without needing technical expertise. 

When combined with this Tax data analysis, both internal practice data and external data sources such as ATO and IRD resources, Evo Docs, and even direct document import analysis, Evo provides a powerful single point of entry into your entire data ecosystem. 

AUS Tax Copilot Data Views
The following is a list of AUS Tax Copilot Data Views available prior to September 2025. This list has been added to in later releases. For full details on what is accessible for analysis across all these data view, download the PDF document available on this page. 

• Tax AU Individual Income Tax Return Offset Items 
• Tax AU Individual Income Tax Return Medicare Items 
• Tax AU Individual Income Tax Return Deduction Items 
• Tax AU Rental Property Schedule 
• Tax AU Company Tax Return Income and Expense Items 
• Tax AU Income Tax Form Header 
• Tax AU Individual Income Tax Return Private Health Item 
• Tax AU ATO Client List Report 
• Tax AU ATO Client List Report to Client Details 
• Tax AU Activity Statement Form Header 
• Tax AU ATO Activity Statement Lodgement Report
• Tax AU Activity Statement Form Header to ATO Activity Statement Lodgment Report 

> Download release notes

AUS Analytics Dashboards and Insights 

There are three dashboards released prior to September 2025, each representing a key set of Tax data. Each dashboard comprises a series of Insights, providing various perspectives and interpretations of the underlying data. Dashboards have filters available to refine results, these filters differ between dashboards but the filter for Tax Year is consistent and defaults to the current Tax Year.  

Individual Insights offer interactive features, with key interactions enabling Drill Down and Show Data capabilities that present detailed information based on the selected measure. The drill-down views are generally presented in table format and include additional filtering options, depending on the data displayed. Drill down filters the underlying format by what is selected on the top-level Insight. Show data simply gives access to the underlying format but without filtering the data. 

For full details on what is accessible for analysis across all AUS Tax Dashboards and Insights, download the PDF document available on this page. 

AUS Tax Dashboards 

Tax Lodgement (AU) 
The Tax Lodgement dashboard shows Insights providing detailed information regarding the lodgement status of income tax returns and activity statements. There are currently no Insights providing details of values from within the returns, e.g. deductions, rental income etc. 

Tax ATO Client List (AU) 
The Tax ATO Client List dashboard shows Insights based around the ATO client list that agents download. This is also known as the ITCRPT. 

Tax Activity Statements (AU) 
The Tax Activity Statement dashboard shows Insights focuses on statuses and dates associated with Activity Statements.  

> Download release notes