Services — Tax Research, Verification and Documents

Australian tax law reference volumes, a brass compass and signed documents on a practice desk at dusk

Inside the platform

See the workspace your firm works in

Ask against a client matter, read the cited answer, then send it to a tax lawyer — all in one screen.

app.taxcompass.com.au / compass-ai

Select a matter: Hartley Family Trust

Selecting a matter is optional but improves accuracy and relevance.

Good Evening Leo! How can I assist you with your tax today?

Can I claim working from home expenses?

Do I need to register for GST?

What's the tax-free threshold in Australia?

What deductions can I claim this year?

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Services

Every professional workflow, one platform.

Tax Compass does not replace accountants. It equips them — with authoritative research, lawyer verification, document production and audit protection inside a single connected ecosystem.

01Research

AI-Assisted Tax Research

Ask a question in plain English and receive a structured answer with a confidence score and every supporting section, ruling and case cited.

app.taxcompass.com.au / compass-ai

Select a matter: Hartley Family Trust

Selecting a matter is optional but improves accuracy and relevance.

Good Evening Leo! How can I assist you with your tax today?

Can I claim working from home expenses?

Do I need to register for GST?

What's the tax-free threshold in Australia?

What deductions can I claim this year?

Message COMPASS AI...

Send

02Verification

Lawyer Verification

Send any answer to a qualified Australian tax lawyer for review. Verified conversations are stored as a defensible record of the advice.

app.taxcompass.com.au / compass-ai

Select a matter: Hartley Family Trust

Selecting a matter is optional but improves accuracy and relevance.

Good Evening Leo! How can I assist you with your tax today?

Can I claim working from home expenses?

Do I need to register for GST?

What's the tax-free threshold in Australia?

What deductions can I claim this year?

Message COMPASS AI...

Send

03Documents

Legal Document Production

Order trust deeds, SMSF documents, amendments and replacement deeds. AI guides the intake, a lawyer reviews and delivers.

app.taxcompass.com.au / order-a-document

Trust Documents Order

Chat with AI Assistant

In Progress

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04Protection

Audit Assurance

Cover for ATO reviews and audits on positions taken through verified Tax Compass answers, with lawyer support through the process.

app.taxcompass.com.au / audit-assurance

Audit Assurance

Manage client enrolment in Audit Assurance. Enrolled clients receive audit support coverage.

Xero Connected

Total Clients

Active

Invoice Sent

Not Enrolled

Lapsed

Search clients…AllOpted InOpted OutPendingNot SetExport CSVEnrol All Eligible (6)

ClientABN NumberStatusUpdatedAction

HAHarrington & Associates Pty Ltd83 914 571 673Opted InToday

LJLeo Johnson Consulting51 824 753 556Opted In3 days ago

SBSarah Blake Enterprises42 109 845 231Pending1 week ago

MCMeridian Capital Group67 390 112 864Opted Out1 week ago

LHLakeview Holdings Trust19 765 432 187Not Set2 weeks ago

TAThornton Advisory Services29 456 789 341Opted Out2 weeks ago

PRPacific Rim Exports Pty Ltd74 222 333 555Opted In3 weeks ago

WFWestfield Family Trust36 918 273 645Not Set1 month ago

05Monitoring

Legislative Alerts

Get notified when a ruling, determination or amendment affects a matter you have already researched or advised on.

app.taxcompass.com.au / compass-ai

Select a matter: Hartley Family Trust

Selecting a matter is optional but improves accuracy and relevance.

Good Evening Leo! How can I assist you with your tax today?

Can I claim working from home expenses?

Do I need to register for GST?

What's the tax-free threshold in Australia?

What deductions can I claim this year?

Message COMPASS AI...

Send

06Records

Matter History

Group conversations, documents and files by client matter so the reasoning behind any position is retrievable years later.

app.taxcompass.com.au / compass-ai

Select a matter: Hartley Family Trust

Selecting a matter is optional but improves accuracy and relevance.

Good Evening Leo! How can I assist you with your tax today?

Can I claim working from home expenses?

Do I need to register for GST?

What's the tax-free threshold in Australia?

What deductions can I claim this year?

Message COMPASS AI...

Send

How a matter moves

Four steps from question to recorded position

The same path every time, whether the question takes a minute or a fortnight of legal analysis.

Ask

Pose the question against a matter, or without one.

Review

Read the cited answer and confidence score.

Verify

Escalate to a tax lawyer when the stakes require it.

Act

Order the document or record the position in the matter.

Areas we cover

Australian tax law, end to end

Research and verification span the questions accounting practices actually face across the year — from routine compliance to the positions that keep partners awake.

Income tax

✓Division 7A and loan agreements
✓Trust distributions and s100A
✓Small business CGT concessions
✓Losses and continuity tests

Structuring

✓Trusts, companies and partnerships
✓Restructure rollovers
✓Family succession
✓Asset protection

GST and indirect

✓Going concern and margin scheme
✓Property developments
✓Financial supplies
✓Payroll tax and state duties

Superannuation

✓SMSF compliance
✓Contribution caps
✓Pensions and death benefits
✓Related party transactions

Who it is for

Built for practices that advise on the hard questions

Small and mid-tier firms

Get a senior technical resource on tap without carrying the cost of an in-house tax specialist.

Sole practitioners

Take on more complex client work knowing a lawyer can verify the position before you advise.

Advisory and SMSF specialists

Move faster on structuring and superannuation questions, with documents produced in the same place.

What is included

Cited answers with confidence scoringEvery plan
Matter-based history and file recordEvery plan
Lawyer verification on requestProfessional and Firm
Legal document productionProfessional and Firm
Audit Assurance coverProfessional and Firm
Legislative alerts on active mattersFirm

Cited

Every answer, section by section

Lawyer

Verification on higher-risk work

Document types across trusts and SMSF

7 yrs

Verified record retention

Talk to our team See plans

FAQ

Questions accountants ask us first

If your question is not here, our team will answer it directly.

No. Compass AI provides researched information with cited authority. It becomes advice you can rely on once a qualified Australian tax lawyer verifies the answer through the platform.

Ask us something else