Features
Everything under the hood
The most comprehensive NZ tax engine available. Built to replace 80% of routine accounting work while maintaining professional-grade accuracy.
Unified data ingestion
One drop zone for CSV, Excel, PDF bank statements, and receipt photos. Our bank-specific parsers recognise exports from BNZ, ASB, ANZ, Westpac, Kiwibank, and more. OCR handles scanned receipts as a fallback.
Auto-categorisation engine
Every transaction mapped to the correct income or deduction category, then assigned to the appropriate IR form. The system detects whether you're IR3, IR4, IR6 or IR7 based on your data.
Legislative corpus
5,029 provisions indexed from the Income Tax Act 2007, Tax Administration Act 1994, GST Act 1985, and related legislation. Every calculation is deterministic — no AI hallucination.
Audit-ready output
Documentation that satisfies IRD review and Big 4 accounting firm standards. Every number traceable to source data and statute.
Review & correction flow
When TaxMate encounters gaps, ambiguities, or low-confidence readings, it asks you — not guesses. Partially obscured receipts, unusual transactions, and edge cases surface for human judgment.
IR form preparation
Full IR3, IR4, IR6, and IR7 preparation with all required schedules. Export ready for myIR filing or accountant handoff.