TaxResearch is the Australian tax AI for accountants, advisors and lawyers. Ask any tax question and get a cited answer — then turn that research into a Word memo, an Excel reconciliation workpaper, a step-by-step restructure plan or a PowerPoint pitch deck, all in your firm’s own template.
5 free queries • No credit card required • Built for Australian tax law
Ask questions here to get answers about laws, rules and how they've been applied.
Why TaxResearch
Australian tax software that thinks like an Australian tax professional. Cite a statute. Quote a ruling. Draft the advice. Build the workpapers. All in one place.
AI for Australian tax
Statutes (ITAA 1936, ITAA 1997, GST Act, FBT Act, TAA 1953), every ATO ruling type (TR, TD, GSTR, MT, LCR, PCG, PS LA) and Australian court decisions. No US tax leakage, no generic AI guesswork.
Verifiable by design
Every claim links to a real statute section, ATO ruling paragraph or judgement paragraph with the supporting quote. If the AI cannot find a source, it tells you. Built for professionals who need to defend their advice.
Deliverables, not just answers
Upload your firm’s Word, Excel and PowerPoint templates once. From any brief or cited research, TaxResearch drafts the deliverable — memo, letter of advice, step-by-step restructure plan, reconciliation workbook or pitch deck — in that exact look, headings, fonts, footers and citation style preserved.
Trial balance → workpapers
Drop a trial balance into a brief and get back a single Excel workbook: TB as a structured first tab, one working tab per material reconciliation adjustment (Div 7A, Div 40, R&D, thin-cap, FBT, Div 152 …) and a recon spine that ties accounting profit to taxable income to tax payable.
See it work
TaxResearch isn’t just chat. Verifiable citations, tracked redlines on your existing draft, reconciliation workpapers built straight from a trial balance, step-by-step restructure plans and full pitch decks — all from the same query thread, all in your firm’s own templates.
Verify every citation
Every claim TaxResearch makes is linked to a real Australian source paragraph. Hover a citation and the supporting quote opens in line — from the statute, ATO ruling or court paragraph the AI relied on.
Unfrankable Distributions from Share Capital Account: A distribution is unfrankable if it is sourced, directly or indirectly, from a company’s share capital account. 3 This applies to distributions that constitute a reduction or return of share capital, even if labelled as a dividend. 4 The definition of a share capital account includes an account a company keeps of its share capital, or any other account where the first amount credited was share capital. 5 Therefore, any portion of a selective buyback that is a return of share capital cannot be franked.
Benchmark Franking Percentage: A corporate tax entity franks a distribution by allocating a franking credit to it. 6 The benchmark franking percentage is a key concept in determining the maximum franking without penalty. If an entity franks a frankable distribution at a percentage that exceeds its benchmark franking percentage for the franking period, it is liable to pay over-franking tax. 7 This effectively sets the benchmark franking percentage as the maximum franking allowed without incurring a penalty.
The Augmenter
Once you have your cited answer, the Augmenter applies it into your existing draft — pulling in new findings, citations and tightened wording as tracked redlines you can review and accept.
Tell the Augmenter what to change. It will mark up your existing document with tracked redlines so you can review every edit before accepting.
Workpapers from a trial balance
Paste a trial balance into a brief and TaxResearch returns a single Excel workbook: the TB as a structured first tab, one working tab per material reconciliation adjustment, and a recon spine that ties accounting profit through to taxable income and tax payable.
Trial Balance — FY2025
| Account | Class | DR | CR |
|---|---|---|---|
| 4-1000 Sales revenue | Income | 12,480,000 | |
| 5-2100 COGS | Expense | 7,940,000 | |
| 6-3300 Entertainment | Expense — adj | 48,200 | |
| 6-3450 Director loans | Loan — Div 7A | 380,000 | |
| 7-1200 Depreciation | Expense — adj | 612,800 | |
| 8-9000 R&D salaries | Expense — adj | 742,500 | |
| Totals | 9,723,500 | 12,480,000 |
Word, Excel and PowerPoint
Upload your firm’s Word, Excel and PowerPoint templates once. From any brief or research thread, TaxResearch drafts the full deliverable in that template — a memo or letter of advice, a step-by-step restructure plan, a reconciliation workbook, a pitch deck — headings, fonts, footers, brand colour and citation style preserved.
Cited research
Thin-cap analysis under Div 820, debt deduction creation rules per TR 2024/D2.
Thin Capitalisation — FY2025
We have considered the application of Division 820 of the Income Tax Assessment Act 1997 to the Group’s debt deductions for the year ending 30 June 2025.
1. Background
Same research, re-flowed into whichever template the firm uses — fonts, brand colour, headings and footer preserved.
One AI. Every tax research workflow.
Tax research AI. Workpaper automation. Firm-template deliverables. Whatever you call it — TaxResearch is the tool Australian tax professionals use to research, build workpapers and ship advice without leaving the platform.
Ask any tax question, get a cited answer
Trained on Australian tax law only
Trial balance → Excel reconciliation workbook
Word, Excel and PowerPoint in your firm’s look
Div 615, Div 122, scrip-for-scrip — fully sequenced
PowerPoint board packs and client summaries
Working tabs for every material adjustment
Australian-only corpus, Australian-only answers
The tax corpus
Every major Australian tax statute, every ATO ruling type and every relevant Australian court decision — pre-loaded and ready to query. No setup. No imports. No subscription stacking.
Want to research alongside your own files? Upload client precedents, prior advice or engagement memos and TaxResearch will search them in the same query.
100%
Australian-only sources
8
ATO ruling types covered
FAQ
Traditional tax research software gives you documents — you still have to read them and decide what applies. TaxResearch is an AI for tax research: ask a question in plain English and the answer comes back with the relevant statute section, ATO ruling paragraph or court paragraph quoted in line. You spend your time on judgement, not on digging.
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