Join the increasing number of organisations outsourcing their Company Secretarial services to Automic.
FY2026 ESS tax reporting
ESS tax reporting, handled end to end.
Employee statements are due 14 July and the ATO annual report 14 August. We run the whole process on ATO-compliant software, so your team is not doing it at the last minute.
Employee statements are due 14 July. ATO annual reports are due 14 August. Get ahead now, before the deadlines close in.
Year-end ESS reporting should not fall on your team If reporting season means manual work and late nights, the process is doing too much by hand. Three things slow most teams down.
•Transactions verified by hand, missing details chased across systems, no single source to reconcile against.
•Statements and the annual report compressed into a tight July and August window, with no room for error.
•Employees who do not understand their statement, sending questions straight to your team at the busiest time.
We handle the whole process From plan review to ATO lodgement, on ATO-compliant software.
✓Review your plan documentation and confirm reporting obligations
✓Verify reportable transactions, cleanse data and resolve queries
✓Prepare the final reportable data for your review and approval
✓Produce employee statements in ATO-approved format
✓Lodge the annual report electronically, including amendments and revisions
✓Manage global mobility: agree gross or assessable reporting and adjust taxable values
Less work for your team
We do the data, the statements and the lodgement, so the same plan runs with fewer handoffs and fewer things to chase.
A clearer view for participants
Statements explain how ESS income is calculated, in plain language with a glossary, so employees understand what they hold and ask your team less.
One set of numbers you can trust
We challenge unnecessary complexity and design structures proportionate to your needs.
Why the numbers reconcile on their own
Most providers run registry and employee share plans on separate systems, so movements are reconciled by hand and clients keep a shadow register. Automic runs both on a single data layer. Conversions post automatically, registry and ESP movements reconcile without duplicate entry, and you see holdings and reports in real time. That is what makes the reporting trustworthy: the data is right because the system keeps it right, not because someone checked it twice.
The technology solution of Automic was far superior to anything else that we’d used or seen in market. Our decision to partner with Automic continues to deliver efficiencies, a better shareholder and employee experience, and greater insights for our team.
Steven Marks
Founder and Co-CEO, Guzman y Gomez
Consolidating our registry and employee plans with Automic gives us a single, streamlined platform that enhances efficiency and governance. This move removes operational drag and allows our team to focus on what matters most: executing our strategy.
Grant Hackett, OAM
Chief Executive Officer, GDG
From the beginning, we appreciated Automic’s senior engagement and hands-on approach. Their responsiveness, service, and expertise were outstanding, and their platform functionality further solidified our decision. As a growing technology company, Automic is proving to be an ideal partner for the next phase of our growth.
Andrew Brown
Company Secretary and Head of Corporate Governance, HUB24
ESS tax reporting, handled end to end.
Employee statements are due 14 July and the ATO annual report 14 August. We run the whole process on ATO-compliant software, so your team is not doing it at the last minute.
Book and ESS review.
Frequently Asked Questions (FAQs)
When are ESS statements and the annual report due?
Employee statements are generally due by 14 July and the ATO annual report by 14 August. Starting early gives time for data checks and any amendments before the deadline.
Can you take over our reporting partway through the year?
Yes. We can accept existing system transactions or an external data load, so you do not have to wait for a new financial year to switch.
What data do you need from us?
Your plan documentation and reportable transaction data. We can prepare the reportable data file ourselves, or accept it from your external advisers or your team.
How do you handle globally mobile employees?
We agree with you whether gross or assessable amounts are reported and adjust taxable values accordingly, so cross-border participants are reported correctly.
Do employees get help understanding their statements?
Yes. Statements explain how ESS income is calculated and include a glossary of key terms. A dedicated plan administration team supports participant queries, reducing the load on your team.
What does it cost?
Fees are based on participant numbers. Indicatively: up to 50 participants $2,500; 51 to 100 $3,500; 101 to 200 $4,500. Book a review for a quote on your plan.
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