MyAccountant — QA Test Cases

Manual test plans for QA testers. Each plan is written in plain English so anyone can follow it — no coding needed. Every test case tells you what to do, what a pass looks like, and what a fail looks like, with a severity guide for logging bugs.

Always test in test mode

Testing uses a test / staging environment. Never enter a real card, never lodge to the real ATO, and never send a real super payment. If you are unsure whether you are on the test environment, stop and ask a developer. Read How testing works first »

Available test plans

Billing

• Billing & Subscriptions — subscribing, upgrades/downgrades, cancel & reactivate, failed payments, accountant billing, promo codes, payroll limits, and behind-the-scenes reliability.

Team & access

• Team Members — inviting and managing staff, both in Settings → Team (a business owner's own staff) and Practice → Team (an accountant's practice staff and their client assignments).
• Accountant Access — inviting an accountant to a business: the invite, the Pending card, Resend & Cancel, the invited accountant creating their own account, accepting, declining, and removing.

Payroll

• Overview & readiness — the payroll landing page: stat cards, readiness "Fix" shortcuts, scheduled pay runs.
• Employees — list, add (quick + wizard), detail tabs, tax/super/bank/leave edits, terminate, portal access, imports.
• Pay items, schedules & settings — pay items & flags, pay schedules, Payday Super / leave / WHM / journal / super-fund settings.
• Pay runs & STP lodgement — create/edit/finalise a pay run, lodge to the ATO, journal posting, ABA bank file, payslip email.
• Import a pay run from Excel/CSV — upload a spreadsheet of hours/amounts, map columns, fix matches on-screen, and import into a Draft pay run.
• Pay calculations — verifying tax, super, leave and termination/ETP figures are correct.
• EOFY / STP finalisation — end-of-year finalisation to the ATO.
• Employee portal — the employee self-service area.

Super

• Connect Beam & Member Verification — connecting a company to the Beam clearing house, settings, MVR.
• Default fund & member number — the company default super fund flowing between Payroll settings and Beam, and the employee member number on the Employer-default fund type.
• Contributions — creating, validating, lodging, tracking, cancelling and amending super contributions.

How these plans work

• What to test — a numbered list of steps to follow in order.
• How to test — most steps are click-through actions; advanced checks are marked 🔧 and need a developer to trigger an ATO or Beam response first.
• When to mark Pass — the ✅ Pass if result is what you should see on screen.
• When to mark Fail — the ❌ Fail if signs mean something is wrong; log a bug with the listed severity (🔴 Blocker / 🟠 Major / 🟡 Minor).

See How testing works for the full conventions, the severity guide, and how to save your results as a PDF.