Which XIntelliSync plan includes Automated Tax Return Preparation?

Automated Tax Return Preparation is available on the Enterprise plan ($497/mo AUD) and all higher tiers.

How does Automated Tax Return Preparation save time for Australian businesses?

Automated Tax Return Preparation runs automatically 24/7, saving an estimated 2+ hrs/week per week. That's 104 hours per year returned to higher-value work.

Can Automated Tax Return Preparation replace manual finance automation tasks?

Yes. Automated Tax Return Preparation is designed to automate the manual finance automation tasks that consume time without building your business. It integrates with your existing data and runs without prompting.

What data does Automated Tax Return Preparation need to work?

Automated Tax Return Preparation reads from Your accounting platform (Xero, MYOB, QuickBooks, Reckon, Sage), Your bank feed (read-only via Basiq — inbound reconciliation only), Your expense categories, tax codes, and approval thresholds. All reads are scoped to your business. The agent never exports your data to third parties.

Which Australian industries benefit most from Automated Tax Return Preparation?

Automated Tax Return Preparation is used most actively by Construction & Trades, Professional Services, Retail & E-commerce operators. Each has a different reason to run this agent — Progress claims, subcontractor invoices, variation tracking.

/Finance Automation

Finance AutomationEnterprise — $497/moActive 24/7

Automated Tax Return Preparation

Agent #102 of 150

Automated Tax Return Preparation — handled before you ask.

Prepare company tax returns with supporting schedules

What It Handles

Runs automatically 24/7 without manual input

Integrates with your existing business data

Flags exceptions for your review

Logs all actions for audit and compliance

How Automated Tax Return Preparation works in your business

Runs against your accounting layer and bank feed.

Reads invoices, expenses, payroll entries, and transactions as they land. Applies the rule set you configured. Logs every action for audit. Escalates exceptions to you by email or in-app. You review the 5% that need judgement, not the 95% that follow a pattern.

Before Automated Tax Return Preparation. After Automated Tax Return Preparation.

Before

You download a CSV, sort it in Excel, email it to the bookkeeper. Next month, you do it again. The quarter hits and you are still chasing receipts.

After

The agent acts when the transaction lands. You review exceptions once a week, not every line every day.

What Automated Tax Return Preparation reads

·Your accounting platform (Xero, MYOB, QuickBooks, Reckon, Sage)
·Your bank feed (read-only via Basiq — inbound reconciliation only)
·Your expense categories, tax codes, and approval thresholds

What Automated Tax Return Preparation produces

·Categorised transactions posted back to your accounting platform
·Exception queue for items that fail your rules
·Audit-ready activity log with timestamp and reasoning per action

Where Automated Tax Return Preparation fits

150 agents on Enterprise. The full stack — foundations, proactive, and strategic decision support.

2+ hrs/week

Time Saved

per week, on average

24/7

Runs

no prompts needed

Enterprise

Tier

from $497/mo AUD

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Stop doing this manually.

2+ hrs/week saved per week. Enterprise plan. First month 50% off.