For property investors

Your rental schedule, ready before tax time.

Rates notices, interest statements, repairs, agent fees — a rental property generates paperwork all year and demands it all back in one week of July. TaxFlowAI tracks each property inline so the rental schedule builds itself as the year goes.

INVESTMENT PROPERTYRENTED

12 Example St, Parramatta NSW

FIRST RENT RECEIVED

01 JUL 2024

PURCHASE DATE

14 MAR 2024

Rental income, expenses and notes tracked inline — ready for your agent at tax time.

Rental schedules

Each property is tracked from the dashboard — date first rented, purchase date, income and notes — so your Registered Tax Agent starts from an organised schedule, not a pile of statements.

Deductible expenses

Upload rates, interest, insurance, repairs and agent fees as they arrive. Flo files them against the right property and category, with its reasoning shown — repairs and capital improvements aren't the same thing, and the difference matters.

Record keeping

Property records need to survive for years — including for CGT when you eventually sell. Everything lives in your private vault, organised by property, backed up and always yours.

Investment properties →AI receipt scanner →Document vault →

Common questions

See all FAQs

How do fees work?

Signing up is free — no card, no subscription, no upfront cost. When you engage a Registered Tax Agent through the platform, they review what you need and send you a quote for exactly that service. Nothing proceeds until you accept the quote, and fees are confirmed in your engagement letter.

Is my data secure?

Yes. Your data is encrypted in transit and at rest, every sign-in requires two-factor authentication, and sensitive fields like your TFN and bank details are encrypted and masked — revealed only after you re-enter your password. Documents live in your own access-controlled cloud folder.

What entities do you support?

Personal, sole trader, company, trust and partnership — all in the one portal. You can manage every entity you're connected to from a single dashboard, without switching between systems.

Can I switch from my current accountant?

Yes, and it's simpler than most people expect. Once you engage a Registered Tax Agent through TaxFlowAI, they can request your details from your previous accountant and pick up your lodgement history with the ATO. You don't need to have an awkward break-up conversation.

Your tax, under control.

Always know what's happening. Stay organised. Reach your accountant. Start today — free to get started.

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Not ready to sign up? Talk to a real tax agent first — free, no obligation.

FREE TO SIGN UP · NO CARD · NO SUBSCRIPTION · YOU APPROVE EVERY QUOTE