Tax return preparation for Australian firms

Make tax season feel less like tax season

Prepare individual, company and trust tax returns with secure AI-assisted processes that reduce manual preparation and give reviewers clearer, more consistent files.

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Australian-hosted workspace
No model training on your firm's data
Role-based access and reviewable outputs

Tax season is demanding enough without your team losing hours to manual preparation.

Documents arrive in different formats. Information needs to be sorted and interpreted. Schedules have to be prepared, queries raised and each return checked before it reaches review. When every preparer handles the work differently, the process becomes slower and harder to manage.

AI Dojo helps accounting firms bring more structure to income tax return preparation for individuals, companies and trusts.

AI Dojo processes for Company Tax Return, Individual Tax Return, Activity Statements (BAS/IAS) and Management Report Builder — Ready-to-run processes in the Dojo workspace, covering the return types your team prepares most.

Start with a structured file

Rather than building each workpaper from scratch, Dojo helps your team organise source documents and connect them to the relevant return items.

It can read and summarise information, draft income and deduction schedules, and identify missing items for follow-up. Preparers can then check the detail, add context and deal with matters requiring professional judgement.

The aim is not to remove review. It is to reduce the administrative work that happens before meaningful review can begin.

Make preparation easier to manage

Different return types have different requirements, but the practical challenges are familiar across most firms: gathering information, preparing supporting schedules and keeping track of what is still outstanding.

Dojo supports these steps in one secure workspace. Individual, company and trust returns can be prepared using a consistent approach, while still allowing your team to deal with the specific requirements of each file.

Queries, evidence and workpapers remain connected to the return, making it easier to see what has been completed and what needs attention.

Give reviewers a clearer file

Review time is valuable. It should be focused on technical issues, judgement and sign-off, not on locating documents or piecing together how a return was prepared.

With the preparation work organised and supporting schedules drafted, reviewers receive a clearer starting point. Outstanding questions and potential gaps are surfaced earlier, so attention can be directed to the matters that need an experienced accountant's input.

Your team remains responsible for checking the information and approving the final return. AI Dojo assists with preparation and organisation, while judgement stays with your accountants.

Keep control of confidential information

Tax returns contain sensitive financial and personal information, so any AI capability used by a firm needs to operate within clear controls.

AI Dojo provides an Australian-hosted workspace with role-based access and reviewable outputs. Client content is not used to train models, and work can be traced back to the source evidence used during preparation.

This gives firms a practical way to introduce AI assistance without relying on an uncontrolled public tool.

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Built around accounting work, not general AI

Beyond tax returns, your firm gets a library of accounting-specific skills — activity statements, workpapers, reconciliations, research and reporting — that your team can switch on, adapt or extend.

Dojo skills library showing Activity Statements (BAS/IAS), Client Communications, Group Structure Diagram, HTML report builder, Income Tax Review, Individual Tax Return, Month-End Reconciliations, Tax Planning Workpapers and Tax Research — The Dojo skills library — core accounting skills plus skills your firm creates and shares internally.

A better way through tax season

Tax preparation will always require care and professional judgement. But the surrounding administration does not need to take up so much of your team's time.

By helping organise documents, draft schedules, record queries and prepare files for review, AI Dojo gives firms a more consistent way to manage individual, company and trust tax returns.

That means less time assembling information and more capacity for the work that requires your team's expertise.

Getting started

Start using AI for accounting work in days, not months.

No lengthy implementation project. Start with one process, one team or one client file, then build from there.

Today

See Dojo in action

Book a practical demo with your firm's files in mind.

Get access and choose a process

Begin with the work that matters most — tax returns, year-end or BAS/IAS.

Then

Start preparing real work

Expand at your own pace as your team finds its rhythm.

See how Dojo works for tax return preparation.

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