Tax preparation services
TaxFlowAI keeps you organised. A Registered Tax Agent you engage through the platform does the tax — every return, every activity statement, every entity — with a quote you approve before any work starts.
Personal, sole trader, company, trust and partnership, all from the one portal.
What we prepare
Each service is quoted individually — you only pay for what you actually need.
01
Salary and wages, work-related deductions (D1–D9), working-from-home claims, dividends and interest, private health and Medicare levy details.
02
Business schedule, income and expense review, vehicle logbook claims, personal services income (PSI) checks and asset write-offs.
03
Annual returns with financial statements, tax reconciliations, distributions and Division 7A director-loan review.
04
Monthly or quarterly GST, PAYG withholding and PAYG instalments — prepared from your books and lodged on time.
05
Shares, crypto and property — cost base, discounts and exemptions worked out and documented for substantiation.
06
Rental income, deductible expenses, depreciation and interest apportionment for every property you own.
07
Behind on lodgements? Your agent brings every entity up to date and deals with the ATO on your behalf.
08
Plain-English answers before decisions are made — structure, timing, and what you can (and can't) claim.
The process
Four steps. Flo handles the sorting, your Registered Tax Agent handles the lodging.
STEP 1
Ten minutes, guided by Flo. Your TFN and bank details are encrypted and masked from the first sign-in.
STEP 2
Pick a time that suits — 30 minutes on Teams or phone, or in person at Parramatta or Martin Place. You receive a quote for exactly what you need.
STEP 3
Receipts, statements and documents go into your vault. Flo files them into ATO categories and flags anything missing.
STEP 4
Your agent prepares the return, you review and sign electronically, and it's lodged with the ATO. Status is visible the whole way.
How fees work
No subscriptions. No upfront charges. No surprises. Just a clear quote for the exact service you need — that you choose to accept, or not.
01
No card, no subscription, no upfront cost. Your account, receipts, Flo and deadline tracking cost nothing.
02
A Registered Tax Agent reviews your situation and sends you a quote for the specific service you require — nothing more.
03
No obligation, no surprise bills. You approve the price before any work starts.
Fees are confirmed in your engagement letter and quote.
Who it's for
BAS and quarterly deadlines, business vs personal expenses, vehicle logbook.
BUILT FOR YOU →WFH fixed-rate hour tracker, D5 claims, and the records the ATO expects.
BUILT FOR YOU →Rental schedules, deductible expenses, and record keeping that holds up.
BUILT FOR YOU →Switching is simpler than most people expect. Engage a Registered Tax Agent through TaxFlowAI and they'll request your details from your previous accountant and pick up your lodgement history with the ATO — no awkward break-up conversation, no starting from scratch.
Questions
Always know what's happening. Stay organised. Reach your accountant. Start today — free to get started.
Not ready to sign up? Talk to a human first — free, no obligation.
FREE TO SIGN UP · NO CARD · NO SUBSCRIPTION · YOU APPROVE EVERY QUOTE