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For Australian tax agents

From a pile of files to lodgement-ready.

Cut the clutter of files and emails. TaxPilot reads your taxpayers’ documents, structures the data, and pushes it straight to Xero, with you in control of every figure.

Get started See how it works
  • Australian data residency
  • Human-in-the-loop on every figure
  • ISO 27001:2022 certified
Extraction review
  • Gross salary (PAYG) confirmed
  • Franked dividend needs review
  • Bank interest from statement

Every value links back to where it came from on the page.

The problem

Every return starts as a pile of documents.

Reading them, keying the figures into worksheets, and reconciling against Xero is slow, repetitive, and error-prone. And the deadlines don’t move.

TaxPilot does the reading and structuring, so your team can review and sign off.

PDF

How it works

Documents in, a reviewed return out.

1

Upload

Documents arrive, uploaded by you or sent by the taxpayer into their secure vault. Each file is stored and de-duplicated.
2

Classify

Each document is identified: PAYG summary, dividend statement, rental summary, managed-fund AMMA, crypto report, and so on. Anything ambiguous goes to a review queue rather than being guessed.
3

Extract

Values are read from each document and mapped into the right worksheet fields, each carrying a confidence score and a link back to its place on the page.
4

Review & green-light

You work through the figures in a split-pane reviewer: document on one side, extracted values on the other. Confirm, correct, or reject each one until the return is all green.

See the full workflow →

What you get

Built for the way tax agents actually work.

Reads real tax documents

The documents your taxpayers actually send you: PAYG summaries, dividend and managed-fund statements, rental agent summaries, bank interest, crypto reports and more.

Structured, not just OCR

Extracted values land in the right worksheet fields, each with a confidence score and a link back to where on the page it came from.

The green-light review loop

Nothing is final until you confirm it. Low-confidence or conflicting values are flagged amber or red, and you accept, correct, or reject them field by field.

Nothing slips through

Documents the system can’t confidently classify go to a review queue, not silently dropped or guessed. You decide where they belong.

See all features →

Your data stays in Australia

Human-in-the-loop on every figure

Encrypted sensitive data

ISO 27001:2022 certified (Telligro)

Read about security & trust →

Your taxpayers can send documents straight to a secure vault.

No more chasing email attachments. They upload; you do the rest.

For taxpayers →

Ready to take the keying out of tax season?

See how TaxPilot turns a taxpayer’s pile of documents into a reviewed, lodgement-ready return.

Get started Request a demo