AI That Understands Tax Agent Workflows
Tax agents handle complex, legislation-heavy work every day — from client queries on Division 7A loans to trust distribution reviews, CGT concessions, and BAS obligations. The research phase alone can consume hours per query.
Cassandra is built specifically for this work. It analyses primary Australian tax legislation, retrieves relevant ATO rulings and court decisions, and structures outputs for professional review. Every citation is verifiable. Every output is designed for a registered tax agent's workflow.
The Problems Professionals Face
No time to research every client query against primary legislation when you are the only advisor in the practice
→ Cassandra delivers structured legislative research in seconds, giving sole practitioners the depth of a larger firm's research team
Junior staff produce research that lacks proper citations and requires extensive correction
→ Cassandra provides source-cited research that junior staff can use as a starting point, reducing revision time
Professional obligation to provide advice grounded in legislation, but manual research is slow and error-prone
→ Cassandra grounds every output in ITAA sections, ATO rulings, and case law — supporting your professional obligations
Key Capabilities
ITAA 1997 & 1936 Research
Instant analysis of income tax provisions across both Assessment Acts with cross-referencing of related sections
ATO Ruling Retrieval
Search and summarise public rulings, tax determinations, and PCGs relevant to your client scenario
Client Query Drafting
Generate structured research memos and client-ready advice frameworks grounded in primary sources
BAS & GST Workflows
Research GST Act provisions, input tax credit rules, and BAS reporting obligations
Division 7A & Trust Analysis
Structured analysis of Division 7A loan arrangements, trust distribution scenarios, and Section 100A questions
Compliance Research
Research TPB obligations, lodgement deadlines, and procedural compliance requirements
Why ChatGPT Is Not Suitable for Tax Agent Work
- ChatGPT cannot distinguish between ITAA 1997 and ITAA 1936 provisions — it frequently attributes sections to the wrong Act
- It invents ATO ruling numbers that do not exist, creating serious professional risk if used in client-facing work
- It has no awareness of the TPB Code of Professional Conduct or what constitutes compliant practice
- It cannot identify which provisions have been amended, repealed, or replaced by later legislation
- Using unverifiable AI outputs in tax agent work may breach your professional obligations under the Tax Agent Services Act 2009
Why Tax Agents Choose Cassandra
- Built on primary ITAA 1997, ITAA 1936, GST Act, and FBTAA provisions — not summaries
- Every output cites specific sections, ATO rulings, and court decisions
- Structured for professional review — designed to support, not replace, professional judgement
- Covers Division 7A, CGT concessions, trust distributions, FBT, and GST in depth
- Reviewed by registered tax agents (TPB) and chartered accountants
- Australian-registered company (ABN 70 659 258 367) with full accountability
Built for the Australian Tax Agent Workflow
As a registered tax agent, your work is governed by the Tax Agent Services Act 2009 and the TPB Code of Professional Conduct. You need research tools that understand this regulatory environment — not generic AI built for US CPAs or UK accountants.
Cassandra understands ATO ruling classifications, the structure of ITAA 1997 and 1936, the GST Act, and the specific legislative provisions Australian tax agents deal with daily. It is not a general-purpose chatbot adapted for tax — it is a purpose-built professional tool.