Smart Tax Worksheet Generation for Tax Agencies
Empower your tax agency with AI-driven worksheet generation. Streamline client data, ensure accuracy, and accelerate your workflow. Designed for tax agents to efficiently serve their clients.
Upload Documents
PDF, Excel, images supported
AI Analysis
Intelligent data extraction
Tax Worksheet
Ready for lodgement
Comprehensive Tax Preparation Services
Our AI-powered platform handles all aspects of tax preparation, from document analysis to worksheet generation
Document Analysis
Upload receipts, invoices, bank statements, and PAYG summaries. Our AI extracts and categorizes all relevant information.
- OCR text extraction
- Automatic categorization
- Data validation
Tax Calculations
Automated calculation of income, deductions, and tax obligations based on current Australian tax law.
- Income aggregation
- Deduction optimization
- Tax liability calculation
Worksheet Generation
Generate comprehensive tax worksheets formatted for easy review and lodgement with the ATO.
- ATO-compliant format
- Detailed breakdowns
- Export to PDF/Excel
Entity Extraction and Management
Automatically identify and extract key entities from uploaded documents, streamlining data management.
- Automated entity recognition
- Centralized entity database
- Cross-document linking
Human-in-the-Loop Verification
Empower your team with tools for manual verification and correction of AI-extracted data, ensuring accuracy.
- Side-by-side document comparison
- Real-time data editing
- Audit trail tracking
Client Profile Management
Maintain comprehensive client profiles with historical data, document storage, and communication logs.
- Secure client portal
- Document versioning
- Communication tracking
Agent Workflow Tools
Optimize your team's efficiency with task management, progress tracking, and automated reporting.
- Task assignment
- Progress dashboards
- Performance analytics
Simple, Transparent Pricing
Choose the plan that fits your business needs. No hidden fees, no surprises.
Free
Get started for free
- Up to 3 documents
- Draft results only
- Basic AI analysis
Professional
Full editing and HIL
- Up to 10 Worksheets
- Full editing capabilities
- Human-in-the-loop verification
- Priority support
Premium
Unlimited documents, PDF export
- Unlimited documents
- PDF Export
- API access
- Dedicated support
Frequently Asked Questions
Everything you need to know about TaxwiseAI
Get in Touch
Have questions? We're here to help you get started.
Contact Information
Phone
1300 TAX WISE
support@taxwiseai.com.au
Address
Level 15, 1 Collins Street
Melbourne VIC 3000
Business Hours
Monday - Friday: 9:00 AM - 6:00 PM AEST
Saturday: 10:00 AM - 2:00 PM AEST
Sunday: Closed
Send us a message
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