TaxResearch review
A focused Australian tax research and workpaper tool with a low-cost return builder.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
TaxResearch is a web-based Australian tax software application for tax professionals, accountants, advisors, lawyers, individuals and small businesses. Its research tools answer Australian tax questions with inline citations to statutes, ATO rulings and court decisions, while its workpaper tools turn uploaded financial exports and trial balances into tax return workpapers and Excel reconciliation workbooks. The product also supports Word memos, advice documents, PowerPoint pitch decks, board packs and tracked redlines using firm templates.
Pricing is split between a free Trial Licence and the Tax Return Builder. The Tax Return Builder costs AUD 99 as a one-time fee and includes one Australian tax return workbook, cited figures and working papers, plus free follow-up questions for the same return. The public plans also show a one-day trial. Firm subscription charges are set out in an Order Form, and the firms product is invite-only during early-user onboarding. Integrations with Xero, MYOB and Hnry give the workpaper workflow a practical connection to common accounting exports.
TaxResearch stands out by combining cited Australian research with production-oriented deliverables rather than limiting itself to a search interface. AI-assisted question answering, case-law search, citation export, reconciliations, template-based documents and redlines cover several stages of tax advisory work. That breadth should suit Australian firms that want research and workpaper preparation in one web application. It is less suitable for buyers seeking direct ATO lodgement, a longer evaluation period, or a clearly self-serve firm subscription path. The Tax Return Builder is the clearest fit for a single cited Australian return workbook, while firms should assess the Order Form and onboarding route before adopting the broader product.
TaxResearch pros and cons
- Where it wins
- Citations link answers to statutes, ATO rulings and court decisions
- Creates workpapers, Excel reconciliations, memos and presentations
- Integrates with Xero, MYOB and Hnry
- Where it doesn't
- The free trial lasts only one day
- Tax Return Builder does not lodge returns with the ATO
- Firm subscription charges are set out in an Order Form
TaxResearch fact sheet, pricing and score →
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