TaxPilot is built around record quality. Transactions can be supported by receipts, statements and documents instead of living as unexplained numbers.

Scan or upload receipts and keep the original evidence attached.

Import CSV/PDF statements and review suggested records before they become part of the workspace.

Search the activity timeline by financial year and filter income, expenses, trips and receipts.

Review decisions, duplicate checks and missing-evidence items without repeatedly re-reviewing the same completed records.

TaxPilot v3.15 workflow

Records & review

TaxPilot is built around record quality. Transactions can be supported by receipts, statements and documents instead of living as unexplained numbers.

Designed to feed the same reviewed workspace, not create another disconnected data silo.

Review & revisions

Correct records without losing the context of what needed a decision.

TaxPilot separates imported or detected data from reviewed data. The review flow is where you confirm, revise and finish the records that need human judgement.

See transactions, duplicates, trips and records that still need a decision.

Revise categories, supporting evidence and GST treatment when something is not right.

Keep completed review state visible so finished records do not keep returning as unresolved work.

Use Activity and Calendar views to return to the surrounding context when revising an older record.

TaxPilot v3.15 workflow

Review & revisions

TaxPilot separates imported or detected data from reviewed data. The review flow is where you confirm, revise and finish the records that need human judgement.

Designed to feed the same reviewed workspace, not create another disconnected data silo.

Invoices

Create, send, receive and track invoices from the same workspace.

TaxPilot treats invoicing as part of the financial record — not a separate island. Customer invoices and supplier invoices can sit alongside the transactions and supporting documents they relate to.

Create professional outgoing invoices and send them by email.

Keep received supplier invoices visible alongside expenses and bills.

Create recurring invoice schedules for weekly, monthly or selected billing dates.

Track outstanding, overdue, completed and cancelled states with due dates and totals.

Use notifications to surface important invoice events instead of checking manually.

TaxPilot v3.15 workflow

Invoices

Designed to feed the same reviewed workspace, not create another disconnected data silo.

Email & communications

Send the record to the person who needs it — without leaving the workflow.

Email is part of the operational side of TaxPilot: invoice delivery, service messages and account notifications can be sent through the configured production email provider.

Email customer invoices from the invoice workflow.

Use the reply path for customer or support follow-up where configured.

Receive transactional account, security and service emails when enabled.

Keep delivery infrastructure separate from the financial record so providers can be changed without redesigning the workspace.

TaxPilot v3.15 workflow

Email & communications

Email is part of the operational side of TaxPilot: invoice delivery, service messages and account notifications can be sent through the configured production email provider.

Designed to feed the same reviewed workspace, not create another disconnected data silo.

Calendar & activity

See what happened on a day, not just in a spreadsheet row.

The calendar turns financial records into a timeline. Pick a date to see the transactions and receipts attached to that day, then jump back into the full activity history when you need more context.

Monthly calendar with income, expense and receipt activity.

Daily totals and record counts.

Searchable financial-year activity feed.

Useful for finding the evidence behind a particular day, trip, purchase or payment.

TaxPilot v3.15 workflow

Calendar & activity

The calendar turns financial records into a timeline. Pick a date to see the transactions and receipts attached to that day, then jump back into the full activity history when you need more context.

Designed to feed the same reviewed workspace, not create another disconnected data silo.

Vault

A home for the files that prove the numbers.

The Vault keeps the supporting side of your records organised. It is designed for the documents you will want later but do not want scattered across downloads, email and camera rolls.

Receipts, statements, invoices, bills and contracts.

Vehicle, property, tax and report categories.

Search plus smart folders so a large document library remains usable.

Keep supporting documents available for review, export or adviser hand-off.

TaxPilot v3.15 workflow

Vault

The Vault keeps the supporting side of your records organised. It is designed for the documents you will want later but do not want scattered across downloads, email and camera rolls.

Designed to feed the same reviewed workspace, not create another disconnected data silo.

GST, BAS & tax

Prepare from reviewed records, not from memory.

TaxPilot uses the records you have already organised to build GST/BAS and tax views. The focus is on getting the underlying data ready before anything is finalised.

GST settings for registration, reporting frequency and accounting basis.

BAS draft fields such as G1, 1A and 1B based on reviewed records.

Readiness checks for GST treatment, missing receipt links and possible duplicates.

Adjustments and BAS history inside the workspace.

Record-based tax-position views and confirmed deductions for review.

Direct ATO lodgement/payment is only enabled when TaxPilot has the required production access and service arrangements.

TaxPilot v3.15 workflow

GST, BAS & tax

TaxPilot uses the records you have already organised to build GST/BAS and tax views. The focus is on getting the underlying data ready before anything is finalised.

Designed to feed the same reviewed workspace, not create another disconnected data silo.

Notifications

Know what changed and what needs attention.

TaxPilot notifications are designed around meaningful account and record events rather than generic marketing messages.

New sign-in and security alerts.

Invoice created, received, paid or cancelled events.

Banking and sync events.

Tax/GST review reminders and other account actions.

A dedicated notification centre so important events remain visible after the push notification disappears.

TaxPilot v3.15 workflow

Notifications

TaxPilot notifications are designed around meaningful account and record events rather than generic marketing messages.

Designed to feed the same reviewed workspace, not create another disconnected data silo.

Connections

Connect data sources without giving up control.

Supported bank and provider connections are intended to reduce manual imports while keeping consent visible and revocable.

Connect supported bank accounts and providers.

Sync available transaction, earnings or trip data into the TaxPilot review workflow.

Revoke provider access when you choose.

Stopping future access does not need to delete records you already imported into your workspace.

Provider availability and the exact data available depend on each integration and production access.

TaxPilot v3.15 workflow

Connections

Supported bank and provider connections are intended to reduce manual imports while keeping consent visible and revocable.

Designed to feed the same reviewed workspace, not create another disconnected data silo.

Security & backups

Your workspace should be recoverable as well as protected.

Security in TaxPilot is not just a lock screen. It includes account alerts, sync visibility and the ability to create or restore a portable workspace backup.

Device lock using supported biometric or device PIN controls.

Automatic sync controls and a manual sync action.

Export a TaxPilot workspace backup.

Restore a workspace from a TaxPilot backup.

Security notifications and account/session visibility.

TaxPilot v3.15 workflow

Security & backups

Security in TaxPilot is not just a lock screen. It includes account alerts, sync visibility and the ability to create or restore a portable workspace backup.

Designed to feed the same reviewed workspace, not create another disconnected data silo.

See the workflow

Try the interactive phone on the home page.

Switch between Overview, Trips, Invoices, GST/BAS, Vault, Calendar, Notifications and Security.

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