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Follow your jobs in Your Work

LiveFor: Client

Four plain steps per job - Not started, In progress, Waiting on you, Completed.

Your Work shows every job your firm is doing for you, and how far along each one is. Press Your Work in the menu.

Your Work listing Individual tax return 2025-26 waiting on you, due 11 Nov 2026 with 2 tasks to do, BAS Q1 in progress, and a completed trust tax return.
Jobs that need you come first, then work under way, then completed jobs.
  • Four steps: Not started, In progress, Waiting on you and Completed, drawn as bars filled up to where the job is. A job reads Waiting on you only while you have something open on a request; otherwise it is In progress, with your accountant.
  • The due date (1), or the day the job was completed.
  • What is left for you, such as “2 tasks for you to do”, and how many files you have sent.
  • A button to the request that still needs you (2), such as Open request and upload.
  • Your firm may add a sentence explaining what the current stage means, and may show the job’s fixed fee.
Your Work on a phone, with each job as a card showing its four steps and due date.
Your Work on a phone.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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