A Head of Tax sat through three vendor demos last month. Every demo started with the word AI. Every demo ended with a chat window. Here is what an AI agent can actually do when the platform underneath it was built for the job. It does the treadmill work. You make the calls.
Answers questions about what it has been given to read. It cannot see your numbers.
Does a single job well, such as classifying accounts, then hands back to a person.
Proposes an outcome inside one workflow for a person to accept or reject.
Works the whole close, end to end. Reads the structured Tax Ledger and the unstructured close around it: email, files, chat. Leaves a trail and stops at judgement. This is TaxTime with your own AI agent.
Most AI delivered through other tax solutions lives inside the app. It is quick to switch on, and it reaches that one app. A close runs through seven places, with a person behind each. Insourced AI is your own AI agent, connected to TaxTime through the MCP, and it reaches all seven. Ask four questions before you buy.
Your AI agent reaches the close with the access you give it: email, SharePoint, Teams and the ERP. In TaxTime it signs in as an authorised user with the roles you assign and calls named actions, and TaxTime records each one against the AI agent’s name.
The AI agent takes its work from the same queue as your team. Every task in TaxTime sits on something real: a workpaper, a Tax Ledger row, a report cell. Ask your AI agent to work through its tasks and it claims each one, does the work, attaches the evidence and moves it to In review. The task is the scope, the status is the handoff, and the audit trail records both.
Assign a task to your AI agent or to a person. Ask your AI agent to work through its tasks and it picks them up through the MCP. Each period’s tasks come from your template, so the close never starts from a blank page.
Tasks wait on the ones before them. The AI agent can only pick up a task once the work it depends on is done.
When the AI agent moves a task to In review, the reviewer is notified. Approval is restricted by role, so an AI agent can prepare but never approve.
“Which entities have unmapped accounts this period?”
“Draft the deferred tax journal for Entity X and show me the workpaper lines.”
“Run the Head of Tax pack for the statutory hierarchy and list every check that fails.”
“Compare FY26 to FY25 on the Taxable Income report and explain the three biggest movements.”
The Head of Tax report: positions, evidence, Justified Trust readiness and the FY-on-FY comparative, assembled from the pack. The board pack that grades its own completeness and prints the fails.
You choose the roles, you own the AI agent’s configuration, and TaxTime secures the service it connects to. Data stays in Australia.
Creating entities, approval, sign-off and lodgement stay with people, in the TaxTime screens.
Included in Enterprise Excellence. Your IT and security team approves the connection. We connect the AI agent with you and hand your team reusable skills, so nobody becomes the only person who knows how.
Start with a 30-minute call with Andrew or Jim about how your close runs today.
