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Getting started

Sign in with email + password. The first time you log in, the onboarding wizard walks you through creating your first entity (about 2 minutes — pick entity type, enter ABN, get recommended GST setup with citations to the ATO rule that applies).

Each entity is a separate set of books — you can have a personal ITR alongside a sole-trader business. Add another entity from the dashboard's entity-switcher.

Bank feeds

Two ways to get transactions in:

  • Live feed via Basiq — connect your bank securely (Basiq is a CDR-accredited Outsourced Service Provider). We never see your banking credentials. Most major AU banks supported. Transactions sync hourly.
  • Manual CSV upload — drop in a statement CSV from your bank's online portal. The parser auto-detects column layout across 12 AU date formats. Re-uploads de-duplicate automatically (idempotent insert).

Receipts

Snap a photo or upload a PDF. Mindee OCR extracts vendor, date, total, and GST. Match each receipt to the matching bank transaction so your Audit Defence Pack has the receipt right next to the figure when the ATO comes calling.

BAS & ITR & CTR (the forms)

Each tax form follows the same lifecycle:

  1. Prepare — figures computed by our deterministic tax-rules engine with citations to the ATO rule version that produced each number.
  2. Manual transcript — ATO-ready labels with click-to-copy values for each figure. Open myGov / myTax / ATO Online Services for Business in another tab and paste.
  3. Mark as lodged — record the ATO confirmation receipt + lodgement date. The figures are snapshotted into the audit log, immutable from that point forward.
  4. Audit Defence Pack — one click generates a print-optimized HTML pack with figures, source documents, source transactions, and the rule version cited.

Direct DSP/SBR lodgement is coming post-launch — for now, manual transcript is the lodgement path for everyone.

How the AI advisor works

The AI advisor is general information, not personal advice. It's grounded by our deterministic rules engine and never produces a numerical tax threshold from memory:

  • PII redaction at the boundary. Before any text leaves our system, TFN (with ATO checksum), ABN (with checksum), BSB, AU mobile, and email addresses are replaced with [REDACTED-XXX-N] tokens. The LLM provider never sees these.
  • Tool-using only. The LLM has access to tools that call our tax-rules engine (resolve a rule, compute resident income tax, compute GST, compute super guarantee). It must call a tool for any numerical answer.
  • Citations on every figure. Every numerical answer includes the rule version (ATO ID) and authority that produced it.
  • Disclaimer on every reply. "General information, not personal advice."

Privacy & data residency

Tax documents (receipts, bank statements, lodgement transcripts) are stored on Cloudflare R2 with the Sydney edge as the primary access point — bytes serve from AU when possible, with replicas on Cloudflare's global network for durability. The residency policy is recorded per entity (default default for cost-tier on R2 Sydney edge, or au_only for the strict AU-only upgrade tier on AWS S3 Sydney where data never leaves Australia). The provider + residency that handled each document are recorded on every audit-trail entry, so you can prove which jurisdiction held a file at any given time.

Tax File Numbers are encrypted at rest with a separate KMS key and never appear in emails, SMS, logs, or AI prompts (TFN Rule 2015). Bank-feed credentials are stored encrypted; we never see your bank password — Basiq handles that boundary as a CDR-accredited OSP.

We use Sentry for error reporting; every event is scrubbed of PII (same redactor as the AI advisor) before transport.

Roadmap (Phase 1.5+ post-launch)

  • STP Phase 2 payroll engine (Pty Ltd with employees)
  • Super Guarantee + SuperStream
  • FBT (cars, expense payments, entertainment)
  • TPAR (Taxable Payments Annual Report)
  • Trust Tax Return (TRT) with distribution resolutions
  • SMSF Annual Return (SAR) + auditor portal
  • Tax-agent practice plans (multi-client dashboard, review queue)
  • Direct DSP/SBR lodgement (alongside manual transcript)
  • Asset register + depreciation engine (instant write-off, prime cost, diminishing value)
  • ITR rental schedule + capital gains
  • CTR franking account + Division 7A loan tracker

Need more help?

Sign in and use the AI advisor for general questions. For complex situations — Division 7A, international income, CGT events — you should consult a registered tax agent.