Platform Features

Everything You Need for Perfect Sign-Offs

Agentic TAX combines intelligent auto checks with deep analytical capabilities to deliver the most thorough tax QA review your firm has ever had.

Auto Checks

47+ Intelligent Auto Checks

Agentic TAX runs dozens of smart checks on every submission, covering the tax areas that matter most to Australian compliance.

Entity Type Verification

Validates correct entity type treatment across all tax obligations and ATO classifications.

Deduction Compliance

Cross-references claimed deductions against current ATO rules and recent case law.

Risk Flag Detection

Identifies high-risk areas that typically attract ATO scrutiny or audit attention.

Benchmark Analysis

Compares figures against industry benchmarks to flag unusual entries automatically.

Cross-Reference Checks

Ensures consistency across related schedules, returns and prior year comparisons.

Carried Forward Items

Tracks and validates carried forward losses, franking credits and other running balances.

Analysis Engine

Deep Analytical Capabilities

Beyond basic checks, Agentic TAX provides rich analysis that gives your team the insight needed to make confident decisions.

Comprehensive Review Report

Each review generates a structured report with findings, explanations and suggested actions.

Priority Flagging

Issues are categorised by severity so reviewers focus on what matters most first.

Planning Opportunities

AI identifies tax planning and value-add opportunities to discuss with clients during the review.

Natural Language Explanations

All findings are explained in plain language — no deciphering AI outputs required.

Sign-Off Process

The Streamlined Sign-Off

Agentic TAX is purpose-built to integrate into your existing sign-off workflow, not replace it. The result: a faster, smarter, more confident review process.

  • Sign-off decisions backed by comprehensive AI analysis
  • Full audit trail of every review completed
  • Consistent quality standards across all team members
  • Faster review cycles without sacrificing thoroughness
  • Confidence that complex tax matters are correctly handled
  • Reduces reliance on any single team member's knowledge

Sample Review Output

PAYG Withholding

Correctly calculated and reconciled

PASS

GST Reconciliation

Matches BAS lodgements for period

PASS

Depreciation Schedule

Assets correctly pooled and rates applied

PASS

Division 7A Loans

Review minimum yearly repayment calculation

REVIEW

Trust Distribution

Confirm resolution dated before 30 June

REVIEW

CGT Discount

Ownership period verified — discount applicable

PASS
Interactive Demo

See the Workflow in Action

Watch how Agentic TAX processes your workpapers and delivers a comprehensive QA review in seconds.

1
Upload Files
2
AI Analyzes
3
Review Results
Launch Interactive Demo

Ready to Transform Your QA?

Book a live demo and see Agentic TAX review a real tax return in real time.

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