Which file types are supported?

PDFs, including ATO portal ICA and ITA reports, income tax returns and financial statements, as well as spreadsheet workpapers such as franking account, dividend, payroll and tax reconciliation schedules.

Do I need to tag or index documents first?

No. Upload the file set as you normally would. Taxpartna classifies the documents, extracts the figures and builds the Source Hints as part of the review. There is no separate indexing step and no change to your workflow.

Where does the document processing happen?

Inside Taxpartna's own environment on AWS SOC 2 Type 2 infrastructure, using a self-hosted private LLM. Your documents are not sent to third-party AI models for the processing of your reviews.

Does this replace the reviewer?

No. Taxpartna assembles the evidence and reports what doesn't reconcile in plain English. The professional judgement, and the sign-off, remain with the registered tax practitioner.

New in Taxpartna

Source Hints: click any figure, see where it came from.

Taxpartna reconciles every value against the documents it appears in. Now a magnifier sits beside each figure. Click it and the source opens at the exact page or sheet, with the figure and the extracted text highlighted.

Taxpartna franking account reconciliation showing Source Hint magnifier icons beside the filed closing balance and each PAYG instalment movement — Source Hints beside the closing target and each movement line. Click any image to expand it.

From a number to its source, in one click.

Taxpartna Source Hint opening an ATO Income Tax Account portal report at the highlighted payment received transaction line — An $11,723.25 payment traced to the ATO ITA report, with the matching transaction row highlighted.

Workpapers as well as PDFs

Spreadsheet workpapers open to the relevant sheet with the extracted row shown in full. One evidence trail across portal reports, returns, financial statements and your own workpapers, assembled as the review runs.

Whatever the figure was read from.

ATO portal

ICA and ITA reports. Instalments, payments, credits and transfers traced to the transaction line.

Returns and financials

Return labels, dividend and franking schedules and statement figures traced to the page and line.

Workpapers

Franking account, dividend, payroll, depreciation and tax reconciliation schedules traced to the sheet and row.

Why it matters.

Faster sign-off. The partner's question, *where did that come from?*, is answered in a click instead of a file hunt.

Extraction you can verify. The raw extracted text sits beneath each source, so nobody is asked to take the reading on trust.

Juniors learn the trail. Staff see which document each figure should tie back to, not just the result.

Nothing changes in your workflow. Same upload, same review, same sign-off, inside the review your team already uses.

It carries through to the file note.

Every source Taxpartna traced flows through to the exported Quality Assurance Report, alongside the explanation behind any flag, the compliance working and the reviewer's sign-off, in Word or PDF for the client file. The record is verifiable while the review is still open, rather than assembled once the ATO has asked.

Common questions.

Source Hints are the magnifier icons Taxpartna places beside extracted figures in a review. Clicking one opens the source document at the exact page or sheet the figure was read from, with the figure and the raw extracted text highlighted.

Watch Taxpartna review a file Register your firm

This page describes features of the Taxpartna platform and provides general information only. It does not constitute tax, legal or professional advice. Taxpartna is a quality assurance assistance tool designed for use by registered tax practitioners. Taxpartna does not provide tax advice, tax agent services or BAS agent services. All professional judgements and sign-off decisions remain the responsibility of the registered tax practitioner.