Reconciliation
Bank feeds matched against invoices and receipts, with unmatched items grouped by likely cause rather than listed flat.
Tax Agents · Private beta
The preparation, done. The judgement, yours.
Tax Agents work through the mechanical half of a return — reconciling transactions, classifying expenses, drafting positions and assembling the working papers — then hand a registered agent a file with every number traced to its document.
The problem
Most of a return isn't judgement. It's retrieval.
A practice partner's time goes on chasing receipts, matching bank lines, checking whether last year's treatment still applies, and writing up the same explanation for the fortieth client. The genuinely hard calls are a small fraction of the hours.
Tax Agents take the retrieval. What reaches you is the fraction that needs a professional opinion, with everything else already reconciled and cited.
1,284Transactions
1,267Auto-reconciled
17Need review
GST on imported services Review
What we found
Three supplier invoices from an overseas provider totalling $18,400 with no GST charged. Reverse-charge may apply.
Why it's flagged
Treatment depends on whether the client is entitled to a full input tax credit. That's your call, not ours.
Evidence 3 invoices Prior-year treatment GST Act s84-5
1,267 transactions reconciled with no exception raised.
Draft output. Requires review and lodgement by a registered tax agent.
Capability
What the agents handle.
Classification
Expense coding consistent with the client's prior-year treatment, with every deviation explained.
Position drafting
Draft working papers for deductions and elections, citing the provision and any relevant ATO guidance.
Exception queue
A ranked list of what needs your opinion, with the reason it can't be resolved automatically.
Boundaries
It does not lodge, and it is not your agent.
Tax Agents is preparation software. It produces draft work for review by a registered tax agent, who remains responsible for the return, the advice and the lodgement.
- No automatic lodgement to the ATO
- No tax advice given to your clients
- Every figure traceable to a source document
- Full working papers exportable for your file
- Client data separated per practice and per engagement
Pullela Innovation is a software provider, not a registered tax agent. Nothing produced by this product is tax advice. Professional review is required before use or lodgement.