Tax Agents · Private beta
Tax Agents work through the mechanical half of a return — reconciling transactions, classifying expenses, drafting positions and assembling the working papers — then hand the licensed preparer a file with every number traced to its document. Built for both US and Australian practices.
The problem
A practice partner's time goes on chasing receipts, matching bank lines, checking whether last year's treatment still applies, and writing up the same explanation for the fortieth client. The genuinely hard calls are a small fraction of the hours.
Tax Agents take the retrieval. What reaches you is the fraction that needs a professional opinion, with everything else already reconciled and cited.
Jurisdictions
The retrieval work is the same in both countries: match the transactions, apply last year's treatment, and surface only what needs an opinion. What differs is the form set, the terminology and the authority being cited — so those are configured per practice, not assumed.
Federal and state preparation support for individual and entity returns — Forms 1040, 1065, 1120 and 1120-S, Schedules C and E, depreciation elections and multi-state apportionment. Positions cite the Internal Revenue Code and current IRS guidance.
Review sits with a CPA, Enrolled Agent or PTIN-holder.
BAS, GST and income tax preparation for individuals, companies, partnerships and trusts — including reverse-charge treatment, input tax credits and division-specific elections. Positions cite the relevant Act and current ATO guidance.
Review and lodgement sit with a registered tax agent or BAS agent.
Capability
Bank feeds matched against invoices and receipts, with unmatched items grouped by likely cause rather than listed flat.
Expense coding consistent with the client's prior-year treatment, with every deviation explained.
Draft working papers for deductions and elections, citing the provision and any relevant IRS or ATO guidance.
A ranked list of what needs your opinion, with the reason it can't be resolved automatically.
Boundaries
Tax Agents is preparation software. It produces draft work for review by the licensed professional — a CPA, Enrolled Agent or PTIN-holder in the US, a registered tax agent or BAS agent in Australia — who remains responsible for the return, the advice and the filing.
Agent Motion Labs is a software provider. It is not a CPA firm, an Enrolled Agent, or a registered tax agent in any jurisdiction. Nothing produced by this product is tax advice. Professional review is required before use, filing or lodgement.