Freedom251 › Tax Research Software
TaxResearch
What TaxResearch is
TaxResearch is a paid web service for researching Australian tax matters and preparing return workpapers. Its AI research tools use tax statutes, case law, ATO rulings and customer materials, with a case law database and citation export. The Tax Return Builder accepts uploaded accounting exports, bank exports and payment summaries, including examples from Xero, MYOB and Hnry. It can classify entries, apply tax treatment and calculate deductions, depreciation, GST and CGT, citing figures to statutes or ATO rulings. Each run produces a return workbook with workpapers, reconciliations, calculations and supporting notes, plus final figures formatted for review and filing. The 99.00 AUD once-off fee includes one workbook and ten follow-up questions; an additional twenty-question pack costs A$20 inclusive of GST. A 1-day trial is listed, but there is no free plan. TaxResearch does not lodge, sign, verify or file returns. Its terms limit coverage to Australian tax and warn that AI output may contain errors, omissions or inaccuracies requiring review.
Who it suits
TaxResearch suits tax professionals researching Australian tax and individuals or small businesses using the Tax Return Builder. It is for preparation and analysis, not lodgement.
What it does well
- Australian tax statutes and case law
- AI-assisted tax calculations
- Accepts accounting and bank exports
- Produces cited workpapers
- Citation export available
What to know first
- No free plan
- Does not lodge or file returns
- Limited to Australian taxation
- AI output requires user review
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Tax Return Builder | One Tax Return Builder run; fee includes GST. · One return workbook · currently ten free follow-up questions | A$99, paid once |
As taxresearch.com.au lists them, read 9 Oct 2026. The maker's own page has the final word.
Verdict
TaxResearch combines Australian tax research with a cited return-workbook builder. Users remain responsible for checking results and completing lodgement through themselves or a registered tax agent.
Facts from TaxResearch's own pages
- Additional questions
- The terms list an additional pack of twenty follow-up questions for A$20 inclusive of GST. · taxresearch.com.au, 9 Oct 2026
- AI output caveat
- The terms say AI output is probabilistic and may contain errors, omissions or inaccuracies, and require users to review it before relying on it. · taxresearch.com.au, 9 Oct 2026
- Australian tax research
- TaxResearch is an AI software-as-a-service application for asking questions and analysing Australian tax matters using tax statutes, case law, ATO rulings and customer materials. · taxresearch.com.au, 9 Oct 2026
- Cited workpapers
- The site says customers receive a worked return with figures and citations, plus final reconciliation figures formatted for review and filing. · taxresearch.com.au, 9 Oct 2026
- Data handling
- The terms say customer data is not used to train AI models and is not intentionally shared with other customers or third parties; data may be transmitted to AI providers and subprocessors to provide the service. · taxresearch.com.au, 9 Oct 2026
- Follow-up questions
- The A$99 fee includes a fixed number of free follow-up questions, currently ten, about the return. · taxresearch.com.au, 9 Oct 2026
- Free trial
- The terms define a free Trial Licence as a 24-hour extendable licence that may be offered to new users and may be deactivated at any time. · taxresearch.com.au, 9 Oct 2026
- Headquarters
- New South Wales, Australia · taxresearch.com.au, 28 Sept 2026
- Input formats
- The site says it accepts accounting exports, bank exports and payment summaries, and lists Xero, MYOB and Hnry as examples. · taxresearch.com.au, 9 Oct 2026
- Intended users
- The terms describe the service as designed to assist tax professionals, while the Tax Return Builder is described as assisting individuals and small businesses. · taxresearch.com.au, 9 Oct 2026
- No lodgement
- TaxResearch prepares returns but does not lodge, sign, verify or file them; the customer or their registered tax agent is responsible for lodgement. · taxresearch.com.au, 9 Oct 2026
- Return preparation
- The Tax Return Builder generates workpapers, reconciliations, calculations and supporting notes from information customers upload. · taxresearch.com.au, 9 Oct 2026
- Security safeguards
- The terms state that the company maintains reasonable administrative, technical and physical safeguards and complies with applicable Australian privacy and security laws. · taxresearch.com.au, 9 Oct 2026
- Tax calculations
- The product says its AI classifies entries, applies tax treatment, calculates deductions, depreciation, GST and CGT, and cites figures to statutes or ATO rulings. · taxresearch.com.au, 9 Oct 2026
- Tax coverage limit
- The terms say the service is not designed for state or local taxation or taxes outside Australia. · taxresearch.com.au, 9 Oct 2026
Where TaxResearch stands on Freedom251
- Tax Research Software#16 of 31