Features
Everything you need to turn documents into a reviewed return.
TaxPilot does the reading and structuring. You stay in control of every figure.
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.
One canonical return
All the data for one taxpayer and one financial year in a single, durable, versioned structure, ready to lodge now or months later.
Push to Xero
Reviewed data is transformed into Xero Manual Journals and pushed with one action. Then lodge through Xero Tax to the ATO and record the receipt.
Your data stays in Australia
The production service stores and processes taxpayer data in Australia. Your taxpayers’ data does not leave the country.
Multi-tenant and secure
Every practice’s data is isolated at the database level. Sensitive identifiers such as TFNs and your Xero tokens are encrypted. Built and operated by ISO 27001:2022-certified Telligro.
See it on your own documents.
Request a demo and we’ll walk you through extraction, review, and the push to Xero.