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Billing & Time Tracking

AtlasOS provides integrated time tracking and invoicing for tax practices, enabling you to record time against client engagements, monitor unbilled work-in-progress (WIP), and generate professional invoices.

Time tracking​

Time entries are recorded against specific entities and can be linked to tasks or compliance obligations. This provides a clear audit trail of effort per engagement.

Recording time​

  • Manual entry -- Log time directly from the timesheet view with entity, date, description, and duration
  • Timer -- Start and stop a running timer while working on a task; the elapsed time is captured automatically
  • Task-linked time -- Record time from within a task, which auto-populates the entity and description fields

Rate configuration​

Rates can be configured at multiple levels:

LevelDescription
Practice defaultA base hourly rate applied to all team members unless overridden
Team member ratePer-person rates for partners, managers, and staff
Entity-specific rateCustom rates agreed with individual clients
Engagement-specific rateDifferent rates for different service types (e.g., annual returns vs. advisory)

The billing engine applies the most specific rate available when calculating invoice line items.

Invoice generation​

Invoices are generated from unbilled time entries and can be customised before sending:

  • Select time entries -- Choose which unbilled entries to include on the invoice
  • Add fixed-fee items -- Include flat-rate charges for services not tracked by time (e.g., annual return preparation fees)
  • Apply discounts -- Percentage or fixed-amount discounts at the line or invoice level
  • Preview and send -- Review the invoice before emailing it to the client or making it available on the portal

WIP monitoring​

The WIP report shows all unbilled time across your practice, grouped by entity and team member. Use this to:

  • Identify clients with significant unbilled balances
  • Track realisation rates (billed vs. recorded time)
  • Monitor team utilisation and capacity

Recurring billing​

For clients on annual retainer arrangements, set up recurring invoices that are generated automatically on a defined schedule (monthly, quarterly, or annually). Recurring billing is ideal for:

  • Annual tax return preparation fees billed monthly
  • Ongoing advisory retainers
  • Provisional tax calculation services

Next steps​