Submyt for Accountants
A powerful CGT engine your customers can use that saves you time and money
Make extra revenue for your business simply by referring them to us
Revenue compliant CGT reporting for quotable assets
Fully automated for outstanding accuracy
Generate revenue from client referrals
Focus your operations on more profitable tasks
Improve efficiencies and open up opportunities for your business
Our advanced CGT engine radically improves upon current systems. Providing outstanding convenience at a very low cost to your clients.
A financially beneficial relationship
Cash incentives for each referral.
Cost of operations reduced
Supports cost leadership in your field
Fully automated for clients
FX rates and calculations are all automated and instantly calculate
FIFO, LIFO exception & deferred loss compliant
Powerful reporting for you
Form 11 formatted reporting
CSV download option for record retention.
An opportunities enhancer
Optimise your workforce
Radically reduce client wait time
Focus on more complex needs with CGT calculations covered
Joining our completely free discovery plan enables our affiliate program. This unlocks the ability for you to reap rewards from referring your clients to our service while experiencing the flows your client will go through.
Send us a message or book a call with us for a demo
Your Experience
Step 1 - Sign up to our discover account
This is a free test account that will let you add a few positions and experience the outputs such as the tax summary report and the CSV file your clients will be sending you.
Step 2 - Access to referral portal is instant
Logging in, you will be directed to the “account” tab.
On the left side panel of the logged in experience you’ll see our referral portal
Using your unique referral link from that portal, you’re client selects our CORE product and pays our fee via Stripe.
Step 3 - The dashboard
The referral dashboard shows you what you’ve earned through referrals and other up to date data on your personal program.
Step 4 - Get paid
We batch process via PayPal the month following the on boarding of your referrals.
If you would rather be paid through to your bank account we process this in the last month of each quarter.
Terms and conditions apply
Your Clients Experience
Step 1 - Payment
Using your unique referral link, you’re client selects our CORE product and pays our fee via Stripe.
Step 2 - Access to the system is instant
Logging in, your client will be directed to the “account” tab.
They have instant access to enter their trades and generate tax reports.
We also provide a great getting started guide detailing how to engage with the system .
Step 3 - The dashboard
Sold and acquired assets are added to the Transactions tab. Our calculations are in real time so tax liability is immediately available and can be viewed on the Capital Gains Tab. We apply all revenue required methodology in our calculations including fx rates in real time. Your clients get the added bonus of being able see their portfolio value in multiple currencies as assets are added.
Step 4 - Key dates and deadlines
As we progress through the year, your client will be informed of upcoming CGT deadlines.
Step 5 - Filing
When needed, your client can simply download their Tax summary. This is Form 11 formatted simplifying your inputs as their tax agent. They can also download a CSV file that details the tax treatment of their assets. Great for record retention and quick reference for questions from your clients.
Step 6 - Renewal
Our plans auto renew each year.
Your clients can easily cancel this in a few clicks on the account tab when logged in.
