Ask Nagaris skills

Ask Nagaris has more than 80 built-in skills for Australian accounting work, covering tax, super, state taxes, BAS, employment and client letters. Each skill drafts the work from the client file for your firm to review, and acts with your sign-off.

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Built-in skills in Ask Nagaris, including FBT Advisor, CGT Advisor, Division 7A and Trust Distributions

Ask Nagaris comes with more than 80 built-in skills, tested on real client work at our own firm. Each one is set up for a common piece of Australian accounting work, and you can ask for it in plain English. Below is the list, grouped by the kind of work.

Ask Nagaris already knows your clients, jobs, timesheets, emails, documents and billing, so a skill works from what is on the client file. Skills draft the work for your firm to review. Ask Nagaris acts with your sign-off.

Where we have a guide or calculator on the same topic, the skill name links to it.

Tax advice and calculations

Skill	What it does
CGT Advisor	Works through capital gains on a sale, including the discount, small business concessions, main residence and foreign residents.
Pre-CGT assets	Confirms whether an asset held since before 20 September 1985, including an inherited asset, keeps its pre-CGT status.
Historical property value	Gives an indicative market value for a property at a past date, and helps decide whether a formal valuation is needed.
Dividend reinvestment cost base	Rebuilds the cost base of shares held under a dividend reinvestment plan from registry statements.
Restructure rollover options	Compares CGT rollover options when a client incorporates, moves a business into a company or trust, or adds a holding company.
Division 7A	Calculates Division 7A minimum repayments and deemed dividends, including trust unpaid present entitlements.
Dividend statements	Prepares a private company dividend, with franking, allocation, the resolution and shareholder statements.
Franking account	Reconciles or rebuilds a company's franking account and flags franking deficit tax.
Share buy-back	Works through a private company share buy-back, including the capital and dividend split, tax, franking and procedure.
Family trust election	Works through family trust and interposed entity elections, the family group and family trust distribution tax.
Trust deed review	Summarises a trust deed and flags issues with powers, the appointor, beneficiaries and control.
Trust distribution resolution	Drafts the trustee distribution resolution, checked against the deed's powers, timing and risks.
Partnerships	Reviews partnership agreements, profit splits and partnership tax, with a brief for a solicitor where needed.
Professional firm profits	Scores how a professional practice allocates profit against the ATO's guidelines.
FBT Advisor	Answers FBT questions on cars, electric vehicles, exemptions, valuation methods and returns.
Travel deductions	Works out whether travel, accommodation and meals are deductible, and the records needed.
Deduction checklist	Builds a tailored deduction checklist or deduction review for an individual tax return.
Depreciation calculator	Prepares tax and accounting depreciation schedules, including instant asset write-off and pooling.
Non-commercial losses	Tests whether a sole trader's or partner's business loss can be used now or must be deferred.
Property development tax	Decides whether a development or subdivision profit is income or capital, and what follows from that.
GST on property	Works through GST on buying or selling property, including going concerns, farmland, the margin scheme and withholding.
Farming tax	Answers primary production questions on farm management deposits, averaging, livestock and farm succession.
Fuel tax credits	Calculates fuel tax credits for the BAS at the right rate for each period.
Tax residency and international	Works through tax residency and overseas income for people moving to or from Australia.
Crypto records checklist	Builds a tailored crypto records checklist and cover note for a client's year-end records.
Federal Budget impact	Shows which Federal Budget measures affect a client, whether they are law yet, and what to do next.

Super, retirement and estate

Skill	What it does
Super and SMSF	Answers technical super and SMSF questions on caps, balances, pensions, death benefits and borrowing.
Salary sacrifice to super	Works out how much salary to sacrifice to super without exceeding the caps, including Division 293.
Super guarantee charge	Calculates the super guarantee charge on late or unpaid super, under the old rules and Payday Super.
Centrelink entitlements	Finds the Centrelink payments and concessions a client may receive under the income and assets tests, with an estimate.
Estate planning check	Checks a client's will, powers of attorney and death benefit nominations for gaps before a solicitor referral.

State taxes

Skill	What it does
NSW duty and land tax	Covers NSW stamp duty, land tax, surcharges, payroll tax and concessions.
Victorian duty and land tax	Covers Victorian duty, land tax, surcharges, windfall gains tax and payroll tax.
South Australian duty and land tax	Covers South Australian stamp duty, land tax, payroll tax and surcharges.
ACT duty and land tax	Covers ACT stamp duty, land tax, rates, payroll tax and concessions.
State taxes (all states)	Answers land tax, stamp duty and payroll tax questions in any state or territory, and compares them.

ATO and practice compliance

Skill	What it does
ATO objection	Drafts a formal objection to an ATO assessment or decision, with the deadline checked.
ATO penalty remission	Drafts a request to the ATO to remit general interest charge, shortfall interest or penalties.
Private ruling application	Prepares an ATO private ruling application, setting out the questions, facts and submission.
Tax agent obligations	Answers questions on a firm's own duties as a registered tax agent, the Code and breach reporting.
AML/CTF obligations	Gives plain answers on the AML/CTF rules for accounting firms, including designated services and customer due diligence.
ASIC company compliance	Gives the right ASIC form, deadline and fee for a company change, and the relevant Corporations Act section.
Director resolutions	Drafts director appointment, resignation and successor resolutions, checked against the constitution.

BAS and bookkeeping

Skill	What it does
BAS pre-lodgement check	Catches GST coding and label errors before a BAS is lodged.
Post-BAS review	Reviews the numbers after a BAS is lodged and turns movements into questions for the client.
Transaction coding	Suggests account codes and GST for unreconciled bank lines, and drafts client queries for the unknowns.
Bank statement to CSV	Converts bank statement PDFs into reconciled CSV files ready to import into Xero.
Credit card statement to CSV	Converts credit card statement PDFs into checked CSV files ready to import into Xero.
Transaction list to CSV	Formats a pasted list of transactions into an import-ready CSV.
Xero and MYOB support	Gives step-by-step fixes for client Xero and MYOB problems, with a draft email to the client.

Client reporting and advisory

Skill	What it does
Annual financials review	Reviews three years of a client's financials and flags what to query before the tax return.
Management report	Prepares a monthly management report from Xero figures, with ratios, trends and actions.
Cash flow forecast	Builds a monthly three-way forecast of profit, balance sheet and cash.
Loan calculator	Works out loan repayments, schedules and payoff dates, and whether a client can afford the debt.
Business purchase due diligence	Runs buy-side due diligence on a business and produces a risk register.
Structure advice letter	Drafts a structure advice letter once the company, trust or both has been chosen.
Commercial lease review	Reviews a commercial lease for key dates, option deadlines and consent issues.
CPI rent review	Runs the annual CPI rent review and drafts the rent increase notice.
CPI indexation	Indexes an amount by the right ABS CPI series between two dates, with the working shown.

Employment and payroll

Skill	What it does
Employment law	Answers Fair Work, award, leave, notice, dismissal and contractor questions for employer clients.
Award underpayment audit	Checks each employee's pay against the award and quantifies back pay and super shortfall.
Redundancy calculator	Estimates a redundancy payout, including notice, leave, the tax-free amount and net pay.
Termination pay tax check	Checks the tax withheld on a final pay, split into tax-free, ETP and leave components.
Offer letter	Drafts an employment offer letter with the right super, leave and probation terms.
New employee pack	Assembles the documents an employer gives a new employee, with a cover email.
Visa worker employment	Covers employer obligations for staff on visas, including sponsorship, pay thresholds and work limits.
Work health and safety	Answers work health and safety duty, incident notification and penalty questions in every state.
Workers compensation	Answers premium, claim and coverage questions across Australia's workers compensation schemes.

Client communication and documents

Skill	What it does
Tax question reply	Drafts a reply to a routine client tax question.
Tax email triage	Picks out every issue in a complex client email, rates the risk and routes each one.
Tax research brief	Sets out the question, issues and sources so you can research a tax point yourself.
Client advice letter	Turns approved advice into a firm-branded client letter without changing the facts.
Year-end records request	Builds the year-end document request list and client email from last year's figures.
Meeting file note	Turns a meeting or dictation transcript into a file note, client summary or work brief.
Document comparison	Lists every change between two versions of a contract or agreement.
List reconciliation	Matches two client lists by name or ABN and shows what is missing from each.
SOP flowchart	Turns a procedure document into a flowchart and outline.
Branded workflow chart	Publishes a workflow or flowchart in the firm's branding to open, print or share.
Firm branding	Applies the firm's logo, colours and fonts to Word, PDF, Excel, PowerPoint and HTML outputs.

Your own skills

You can also teach Ask Nagaris how your firm does things, by adding your own skills alongside the built-in ones.

Skills draft work for the firm to review. Nothing is sent or changed without your sign-off. They are general information, not legal or tax advice, and the firm remains responsible for the work.

Questions

How many skills does Ask Nagaris have?

More than 80 built-in skills, tested on real client work at our own firm.

Can we add our own skills?

Yes. You can teach Ask Nagaris how your firm does things with your own skills.

Can Ask Nagaris change anything without approval?

No. It acts with your sign-off.

Who checks the work a skill produces?

Your firm does. Skills draft the work for review, and Ask Nagaris acts with your sign-off.

See Nagaris in action

A 30-minute walk-through with your own clients and questions.