A Travel Expert, Not a Tax Expert

Peter, a 45-year-old travel agent based in Melbourne, was passionate about curating unforgettable holidays for his clients. With two decades of experience, he had built a thriving business, helping everyone from honeymooners to backpackers plan their ideal trips.

However, while Peter excelled in organising travel plans, managing his finances during tax season was a different story. Being an unmarried small business owner with fluctuating income, Peter found tax filing to be overwhelming and time-consuming.

The Challenge: Keeping Up with Tax Requirements

Like many small business owners, Peter struggled with:

• Tracking business expenses accurately.
• Identifying and claiming eligible deductions.
• Keeping up with ever-changing tax laws and compliance requirements.

He had previously worked with an accountant, but constant back-and-forth communications and the need to compile endless documents made the process stressful and inefficient.

Peter needed a solution that was time-efficient, transparent, and tailored to the complexities of his business finances.

The Turning Point: Discovering Lodge Pro

When Peter heard about Lodge Pro, he was intrigued by its promise of an AI-powered, intuitive tax filing platform. After signing up, Peter immediately saw the difference it could make in simplifying his financial management.

How Lodge Pro Helped Peter

1. Seamless Open Banking Integration

Peter connected both his personal and business accounts through Lodge Pro’s Open Banking interface. This automated the process of importing financial data, eliminating the need to gather and upload countless receipts manually.

2. AI-Powered Expense Categorisation

Lodge Pro’s AI classifier analysed his transactions in real time, separating personal and business expenses while identifying deductible costs with precision. This meant Peter could claim every eligible deduction without missing a beat.

3. Real-Time Tax Updates and Transparency

With Lodge Pro’s clear and interactive interface, Peter could see all his deductions and tax calculations at a glance. He had the freedom to adjust claims if necessary, with a detailed explanation of how each deduction impacted his refund.

4. 24/7 CPA Support

Peter found peace of mind knowing that Lodge Pro provided CPA-backed support around the clock. Whenever he had questions, professional guidance was just a click away.

5. Optimised Tax Filing for Small Business Owners

By leveraging Lodge Pro’s features tailored for sole traders and small business owners, Peter filed his taxes confidently, ensuring compliance with the latest ATO regulations.

The Transformation: From Stress to Success

Thanks to Lodge Pro, Peter’s tax filing process became smoother and faster than ever before.

The Results:

• Time Saved: Peter reduced the hours spent on tax preparation by automating data imports and expense categorisation.
• Maximised Refunds: Lodge Pro’s AI identified deductions Peter had previously overlooked, boosting his tax return significantly.
• Simplified Compliance: With regular tax updates and expert reviews, Peter filed confidently, knowing his return was accurate and ATO-compliant.
• Less Stress, More Focus: Peter shifted his energy back to what he loved—helping clients plan their dream vacations.

Peter’s New Approach to Tax Filing

For Peter, Lodge Pro was a game-changer. It streamlined his finances, maximised his deductions, and gave him peace of mind during tax season.

Lodge Pro transformed tax filing from a dreaded chore into a seamless experience, helping Peter focus on growing his business and enjoying life.