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How do I get started?

When you first sign up, myaccountant walks you through a short setup wizard. It takes a couple of minutes, and you can skip anything you're not sure about and change it later.

Step 1. On the Welcome screen, click Get started.

Step 2. On "What would you like to set up?", choose everything that applies — you can pick more than one:

  • Running a business — track income, expenses, invoices and tax.
  • Paying employees — run pay runs, send STP to the ATO, manage super.
  • Rental properties — track rent, expenses and depreciation across properties.
  • Personal finances — track your personal income, expenses and bank transactions.

Then click Continue.

Step 3. On the Profile step, add your date of birth and state. These help myaccountant estimate your tax. You can Skip this step if you'd rather do it later.

Step 4. If you chose Running a business or Paying employees, you'll be asked to add your business (its name and details). If you chose Rental properties, you'll be asked to add a property. You can skip either step.

Step 5. On the "You're set up" screen, you'll see the parts of myaccountant that have been switched on for you. Click Go to dashboard to finish.

Finishing your setup

The dashboard then guides you through anything that's still outstanding. The Needs your attention section at the top lists your remaining setup steps as buttons — for example Connect a bank account, Add your business, Complete your tax profile, or Add your first employee. Click any of them to jump straight to that task. The steps disappear as you complete them.

From here, these guides cover the most common next steps:

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