How It Works

How Aussie Tax Genius Works

Generating a fully ATO-compliant tax invoice takes less than 30 seconds. Here’s exactly what happens when you use Aussie Tax Genius.

Step 1 — Describe Your Job (or Fill the Form)

You have two options. Either type a plain English description of the work you did — for example: “Repaired roof at 12 Smith St for ABC Constructions, 6 hours labour at $95/hr plus materials $240 including GST” — and our AI will extract every detail automatically. Or simply fill in the standard invoice form fields yourself.

Step 2 — AI Fills the Invoice

Our AI, powered by Anthropic’s Claude, reads your description and populates:

  • Line items with descriptions, quantities, and unit prices
  • GST calculation (10%) — correctly applied per ATO rules
  • GST-free items flagged automatically (food, medical, education)
  • Subtotal, GST amount, and total payable
  • Invoice date and a unique invoice number

Step 3 — ABN Lookup & Validation

Enter your ABN and we verify it instantly against the Australian Business Register (ABR). Your business name auto-fills from the ABR database — no typing required. For invoices over $1,000, your client’s ABN is also validated.

Step 4 — Preview & Download or Send

Preview your ATO-compliant tax invoice before finalising. Then either:

  • Download as PDF — ready to attach to an email or print
  • Send by email (Pro plan) — enter your client’s email and we send it directly with a professional template
  • Share a payment link (Pro plan) — clients can pay online via Stripe

ATO Compliance — What We Handle For You

Every invoice generated by Aussie Tax Genius meets Australian Tax Office requirements:

  • The words “Tax Invoice” displayed at the top
  • Your ABN and business name
  • Date the invoice was issued
  • Description of goods or services, quantity and price
  • GST amount (shown separately or stated as included)
  • For invoices $1,000+: buyer’s identity or ABN included automatically
  • Invoices issued within 28 days — date-stamped and archived
  • 5-year invoice archive (ATO requires records kept for 5 years)

BAS Export (Pro Plan)

At the end of each quarter, export a BAS-ready summary of all your invoices — total GST collected, total sales, organised by date range. Makes lodging your Business Activity Statement significantly faster.

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