Review the return. See the evidence. From anywhere.
Taxpartna Individual Review links every label in the tax return to the source document behind it. Tap a figure and the payment summary, notice or statement opens with the amount highlighted. No server access, no VPN, no digging through workpapers.
Built for Australian tax practitioners. Works on iPad, laptop and phone.
Peter Smith and Sophie Smith as trustee for Smith Super Fund acknowledges that
Peter Smith
has advised in writing in accordance with Section 290-170 of the Income Tax Assessment Act 1997 the intention to claim a tax deduction of
$19889.00for contributions paid in the year ended 30 June 2026. The Trustee has taken action to deduct the appropriate level of tax from the contributions claimed.
Review shouldn’t depend on where you’re sitting
Most individual returns get reviewed in one of two ways. The reviewer sits at the office with the file server, the tax software and the workpapers open across two screens. Or the review waits until they can.
That wait is where returns pile up. The preparer accountant has done the work, the source documents are in the file, but sign-off is stuck until the partner is back at a desk.
And when the review does happen, most of the time goes on finding things, not checking them. Which PDF has the super notice? Where is the rental schedule? What did we claim last year?
Every figure, backed by its source
Your team uploads the workpapers
Your admin or preparer accountant uploads the client’s source documents and the draft return. Payment summaries, bank interest, dividend statements, rental schedules, super notices, receipts.
Taxpartna matches the return to the evidence
Each label in the return is compared against the source documents and last year’s return. Every figure is linked to the page it came from.
You review from wherever you are
Open the review on your iPad or phone. See this year against last year, the movement, and the evidence behind each number. Tap to open the source document with the amount highlighted.
Sign off, or send it back
Sign off the cross-checks when you’re satisfied, or flag items back to the preparer accountant with a note.
Your review, wherever the day takes you
The workpapers are already in the review. You don’t need to be.
The airport lounge
Forty minutes before boarding. Clear three returns your team finished this morning.
The back of a taxi
Check the super deduction against the notice of intent before you reach the client meeting.
The café between appointments
Your junior uploaded the file an hour ago. Review it, flag two queries, and they’re working on them before you’ve finished your coffee.
The couch, not the office
No remote desktop, no VPN, no logging into the server. Just the return and the evidence, on your iPad.
Your preparer accountants keep moving. Your clients get their returns sooner. And the review doesn’t wait for you to get back to a desk.
Peter Smith and Sophie Smith as trustee for Smith Super Fund acknowledges that
Peter Smith
has advised in writing in accordance with Section 290-170 of the Income Tax Assessment Act 1997 the intention to claim a tax deduction of
$19889.00for contributions paid in the year ended 30 June 2026. The Trustee has taken action to deduct the appropriate level of tax from the contributions claimed.
What the reviewer sees
Label-by-label comparison
Every item in the return side by side with last year: this year’s figure, last year’s figure, the dollar change and the percentage change.
Evidence one tap away
Tap the magnifier on any figure and the source document opens beside it, with the matching amount highlighted and the extracted text shown underneath. You see exactly what the figure was taken from.
Movements flagged automatically
Significant movements of 25% or more are highlighted so your eye goes straight to what changed.
Cross-checks and compliance checks
Each review runs a set of cross-checks between the return and the documents, plus compliance checks on the items that commonly cause problems. For example: is there a valid notice of intent for the personal super deduction claimed at D12, and does the amount match.
Items that appear to be missing
Income that was there last year but isn’t this year. A rental property with no schedule. A deduction with no supporting document. The absence of a mismatch doesn’t prove the absence of a problem, so Taxpartna looks for what isn’t in the file too.
Sign-off trail
Sign off cross-checks in the app and export a review report for the file.
Example: personal super contributions
The return claims $19,889 at D12, up 12.7% on last year. The reviewer taps the figure. The Deductions Notice Letter from the client’s fund opens, with $19,889.00 highlighted, confirming the section 290-170 notice was given for the amount claimed.
Checked in seconds. No hunting through the file.
... has advised in writing in accordance with Section 290-170 of the Income Tax Assessment Act 1997 the intention to claim a tax deduction of
$19,889.00for contributions paid in the year ended 30 June 2026.
Cross-checks that read the whole file
Each review surfaces the matters that need a human decision, with the reasoning laid out and a clear place to sign off. Here are two of the checks a reviewer sees.
Client Summary Reconciliation
Cross-checks a client-provided summary, survey or questionnaire against the lodged return: items the client disclosed but the return omits, and return items the client never mentioned.
The return is generally consistent with client disclosures, but there is an open enquiry regarding the nature of rental repairs.
Item: Rental Repairs; Status: open_enquiry; Description: Accountant queried if expenses for Appliance Supply & Repairs (1353) and General Repairs (1228.50) were for new appliances. Client replied that only a dishwasher was a new appliance and the other invoice relates to resealing of kitchen and bathroom.
Item: Rental Property; Status: reconciled; Return Value: 27 Smith Street, MELBOURNE VIC 3000; Client Disclosure: 27 Smith Street, Melbourne VIC 3000
The client provided information via email in Client Communications.
- Rental Property: The client confirmed the property at 27 Smith Street, Melbourne VIC 3000, which is correctly reported in the Individual Tax Return CY rental schedule.
- Open Enquiry: In Client Communications, the accountant queried the nature of repairs. The client clarified that a dishwasher was purchased (new appliance) and other work was for ‘resealing of kitchen and bathroom’. The return reflects a dishwasher under ‘Asset Depreciation’ (page 32) and other repairs under the rental schedule (page 9), but the specific allocation of the 1228.50 for resealing as a repair vs capital work requires human verification.
- Prefill Exemptions: Employment income, interest, dividends, and PHI are sourced from the Ato Prefill Report and are exempt from the undisclosed flag.
- Deductions: The personal super contribution of 19889.00 is supported by the Noi Acknowledgement and claimed at label D12.
- Spouse/Dependants: Spouse (Sophie Smith) and 2 dependent children are consistent between the return and the prefill/communications.
High Risk Return Analysis
Classifies the return as high risk (requiring partner second review) against fixed dollar and event triggers.
The return is high risk due to a residual tax refund above $20,000.
Evaluation of high risk triggers for the 2026 return:
- Taxable Income: 230,989 is below 500,000 (Not Met)
- Residual Tax: Refund of 20,167.17 is above 20,000 (Met)
- Work-Related Deductions (D1-D5): 300 is below 10,000 (Not Met)
- Rental Property Losses: Net rent is a profit of 7,124, so losses are 0, which is below 30,000 (Not Met)
- Tax Residency Change: Status is unchanged (Not Met)
- Bank Details Changed: No change to refund bank account not found (Not Met)
- Capital Gains: Net capital gain of 4,235 is below 100,000 (Not Met)
- Personal Super Contributions (D12): 19,889 is below the concessional cap of 30,000 (Not Met)
- Medicare Levy Surcharge: Private hospital cover held for the full year, surcharge of 0 (Not Met)
- Rental Interest Ratio: Interest is 42% of gross rent, below 80% (Not Met)
Built for how individual files actually work
Company and trust files have a ledger to reconcile against. Individual files don’t. The evidence is scattered across payment summaries, bank statements, notices and receipts.
So Taxpartna Individual Review asks three questions of every file:
More on why individual files need their own review methodology in our individual tax review software overview.
What information exists in the file?
What inconsistencies are present?
What appears to be missing?
Access to the review, not the whole server
Reviewers only see the client files uploaded for review. There’s no need to give partners remote access to your file server or practice software just to review a return.
You can read more about how we handle firm and client data on our security page.
Individual Review FAQs
When is Individual Review available?
It’s in build now. Ask about Individual Review and we’ll let you know when it’s ready.
Do I need access to our file server or tax software to review?
No. Once the source documents and the return are uploaded, everything you need to review is in Taxpartna, on any device with a browser.
What devices does it work on?
iPad, laptop, desktop and phone. It’s designed to be comfortable on a tablet.
Who uploads the documents?
Usually your admin team or the preparer accountant, as part of finishing the job. The reviewer just opens the review.
Does it replace my review?
No. Taxpartna does the finding, matching and flagging so you can spend your review time on judgement. The registered tax practitioner remains responsible for the return.
Can I use Taxpartna now?
Yes. Company & Trust Review is available now with a Free Trial. Free TrialShare your details, then start on the platform or book a chat.Start your Free Trial .
Be first to review on the go
Ask us about Individual Review, and start using Company & Trust Review free today.
Taxpartna is a quality assurance assistance tool only. The registered tax practitioner retains responsibility for professional judgement, calculations and final sign-off. Taxpartna does not provide tax advice, tax agent services or BAS agent services, and is not a registered tax agent with the Tax Practitioners Board. All figures shown, including Peter and Sophie Smith, are fictional demonstration data.