Which regions does Tidyflow support?

Tidyflow works for accounting firms worldwide. Your workspace’s Base country controls regional client fields, business lookups, and parts of your starter setup. The United States, Australia, Canada, New Zealand, and United Kingdom have the country-specific functionality described below. Other selectable regions use general starter content with local currency and timezone defaults.

Tidyflow helps your firm collect information, obtain approvals, and manage the work around tax preparation. Your firm prepares and submits returns through its tax software or the relevant authority’s service. A tax workflow template in Tidyflow does not file the return.

Regional defaults at a glance

When you create a workspace, Tidyflow uses your region to choose the initial billing currency. The timezone below is the fallback when no business timezone is saved. The financial-year start month is used to number quarters in repeating Job names; it does not calculate statutory filing deadlines.

Change Business timezone and Financial year starts in Settings → General. A saved value takes precedence over the regional default. Your workspace’s financial-year setting is separate from an individual client’s Financial year end. Change your billing currency in Settings under Billing.

United States functionality

US workspaces have starter workflows for individual and business tax work, ready-made tax organizers, and US bank-debit payment support. Set Base country to United States for US workspace defaults.

• Tax workflows and organizers: the library includes individual tax preparation and workflows for Forms 1120-S, 1120, 1065, and 1041, with corresponding questionnaires and draft-return approval requests. Templates also include requests to collect signatures on the appropriate Form 8879-family authorization that your firm supplies.
• Other starter content: US job templates cover bookkeeping, payroll, 1099 preparation, year-end close, and client onboarding. New US workspaces also receive US service types, folder templates, and a starter engagement letter.
• Payments: connected US firms can accept ACH bank debit through Stripe. Eligible firms billing in USD can enable Pass on card fees once bank debit is active; see Accept online payments for setup and restrictions.

Use Job templates to import and adapt a workflow, and client questionnaires and tax organizers to review the client-facing forms. Tidyflow does not submit returns or authorizations to the IRS.

Australia functionality

Australian workspaces have ABN lookup, dedicated Australian client fields, and starter forms for onboarding and recurring tax work. Set Base country to Australia to show the Australian client fields and lookup.

• Australian Business Register lookup: search by ABN or business name, prefill a new client, or refresh an existing client from their ABN. See Look up Australian clients by ABN.
• Client fields: store ABN, ACN, ABN status, entity type, and GST registration details. CSV imports accept ABN, ACN, entity type name, and GST registration status.
• Tax and bookkeeping workflows: templates cover BAS, IAS, individual/company/trust/partnership tax returns, payroll, bookkeeping, and end-of-financial-year preparation. They include regional information requests, questionnaires, approval requests, and lodgment-declaration signature requests where relevant.
• Client onboarding: the Australian template includes intake, identity-document collection, agent-appointment signature requests, and ATO agent-nomination instructions. Save your Registered agent number in Settings → General to include it in the nomination instructions shown to clients. The client completes the nomination in ATO Online services.
• Billing and Xero: invoice PDFs label tax as GST. Xero client imports can fill an empty ABN field from the contact’s tax number.
• Payments: connected Australian firms can accept BECS Direct Debit through Stripe on invoices in AUD. Stripe collects the client’s Direct Debit Request and emails them before each debit. Card fee pass-on is not available in Australia; see Accept online payments.
• Starter content: new Australian workspaces receive Australian service types, folder templates, and a starter engagement letter.

Import and edit these workflows through Job templates. Tidyflow does not lodge returns with the ATO or perform the identity checks described in your onboarding requests.

Canada functionality

Canadian workspaces have dedicated business-registration fields, Canadian tax workflow templates, and pre-authorized debit payments. Set Base country to Canada to show the Canadian client fields.

• Client fields: store Business Number (BN), GST/HST account, GST/HST registration status, entity type, and remittance schedule. Canadian fields are also available when importing clients from CSV.
• Xero tax numbers: recognized business numbers populate an empty BN field, while GST/HST program accounts populate an empty GST/HST account field. Other CRA program accounts are not treated as GST/HST accounts. See Xero integration.
• Job templates: the library includes T1 personal tax, T2 corporate tax, bookkeeping, catch-up bookkeeping, and year-end preparation. T1 and T2 templates include draft-return approval requests and signature requests for T183 or T183CORP documents supplied by your firm.
• Starter services: new Canadian workspaces receive service types for work such as GST/HST filing, T1 returns, T2 returns, and payroll. Folder templates and the starter engagement letter use the general versions.
• Payments: connected Canadian firms can accept pre-authorized debit through Stripe. Eligible firms billing in CAD can enable Pass on card fees once bank debit is active; see Accept online payments for setup and restrictions.

Use Job templates to adapt the workflows. Canadian registration fields are stored information; Tidyflow does not provide a CRA business lookup or submit tax returns to the CRA.

New Zealand functionality

New Zealand workspaces have starter job templates and service types for GST, provisional tax, FBT, payroll, and year-end work. Choose New Zealand as the base country when setting up your workspace to receive the regional starter content.

• Job templates: the library includes bookkeeping, GST return preparation, provisional tax instalments, FBT returns, payroll, and end-of-financial-year preparation, with client approval requests for the relevant work.
• Starter services: new workspaces receive New Zealand service types, including GST returns, provisional tax, FBT, income tax returns, and payroll. Folder templates and the starter engagement letter use the general versions.
• Client registration details: use the standard registration-number field or custom fields for identifiers your firm needs. New Zealand does not have a dedicated government business lookup in Tidyflow.

Use Job templates to import and customize a workflow. Tidyflow does not submit returns or payroll filings to Inland Revenue.

United Kingdom functionality

UK workspaces have Companies House lookup, dedicated company and VAT fields, GBP billing defaults, and UK starter workflows. Set Base country to United Kingdom to show the UK client fields and lookup.

• Companies House lookup: search by company name or number, prefill a new client’s company name, number, type, status, and registered office address, or manually refresh an existing client. Lookup results also show incorporation dates and SIC codes. See Add UK clients from Companies House.
• Client fields: store company number, company type, company status, VAT number, and VAT registration status. These fields are available in CSV imports and optional sortable columns on the Clients list.
• VAT details: enter VAT registration separately from Companies House data. Xero client imports can fill an empty VAT number field from the contact’s tax number; see Xero integration.
• Billing: new UK workspaces default to GBP (£), and invoice PDFs label tax as VAT. Configure or import the tax rates your firm needs; see Create and send an invoice.
• Job templates: the UK library includes client onboarding, bookkeeping and catch-up work, Self Assessment, partnership and trust or estate returns, limited company accounts, Corporation Tax, VAT, payroll and RTI, payroll year end, expenses and benefits, CIS contractor returns, confirmation statements, Companies House identity verification, and MTD Income Tax setup, quarterly updates and annual returns.
• Client requests: workflows include questionnaires and document approval requests. Engagement letters and company accounts include signature requests: attach the prepared document and select the signers before sending. Plans without document approvals use response forms or signed-document uploads; share the prepared documents with the client first.
• Starter services and folders: new UK workspaces receive matching services and folder templates for Self Assessment, bookkeeping and VAT, limited companies, and MTD Income Tax. The UK engagement-letter draft covers the agreed services, responsibilities, HMRC authorisation and MTD work. Add your firm’s terms of business, privacy notice and complaints procedure, and review the complete letter before use.

To add UK workflows to an existing workspace, open Settings → Job templates → Import from library, select United Kingdom, and import the workflows you need. Check the client-request recipients and documents before sending. Set VAT, payroll, company accounts and confirmation-statement dates from each client’s actual obligations. Some templates include repeat settings for fixed deadlines; check the first due date and enter the reporting period explicitly, especially where the filing year differs from the tax year.

For MTD Income Tax, start with the setup template, create a quarterly series for each relevant self-employment or property business, and use one annual return Job for the person. Quarterly updates use cumulative figures and repeat on 7 August, 7 November, 7 February and 7 May. Record whether each source uses standard or calendar periods in the filing software. Submit through compatible software, then save the accepted submission date and receipt in the Job. Use the MTD annual return template instead of a duplicate ordinary Self Assessment Job for the same tax year. See HMRC’s quarterly update guidance.

Companies House lookup retrieves company details. Tidyflow does not submit Companies House filings, synchronize statutory filing deadlines, or connect to HMRC for Making Tax Digital or tax-return submission. The April financial-year default is a month-based setting for Job naming, not a UK tax-year deadline calculator.

How regional starter content works

New workspaces receive regional starter content where a regional version exists, with general versions otherwise. All starter content is editable. Review the service descriptions, engagement terms, Job dates, and client requests before using them with a client. Document approval items require Pro; see client questionnaires for the available form items.

For an existing workspace, go to Settings → Job templates → Import from library to add a ready-made workflow. Changing the base country does not replace your existing templates or add a new starter bundle automatically.

Change your workspace region

You can change your workspace region after signup:

1. Go to Settings → General.
2. Under Company information, choose a new Base country.
3. Click Save.

Changing the base country switches which region-specific client fields and lookups are available. It does not re-create starter content or change your billing currency, so review your templates and Settings under Billing after switching. Review Business timezone and Financial year starts in Settings → General too; saved values take precedence over regional defaults.

Other regions and custom settings

South Africa, Singapore, India, Malaysia, and the United Arab Emirates have the local defaults in the table above and use general starter templates, services, folders, and engagement letters. If your country is not listed, choose Other. You can adapt your workspace to your firm’s needs:

• Currency: set your default in Settings under Billing. You can also invoice individual clients in a different currency if needed.
• Tax rates: set up your own tax rates, or import them by connecting QuickBooks Online or Xero.
• Local registration numbers: use custom fields to capture region-specific identifiers on client records. Go to Settings → Custom Fields and create fields for things like VAT registration numbers, company registration numbers, or tax reference numbers.
• Job templates: the library includes general templates you can customize to your workflows.