TradieTax AI

Documentation

How TradieTax AI works

Everything you need to know to get the most out of TradieTax AI. For quick answers, visit the FAQ page.

Free$0 / month
  • Dashboard with income, expenses and net profit overview
  • Upload receipts & invoices — up to 20/month (expenses + income combined)
  • AI reads and categorises expenses automatically
  • GST estimate from your receipts
  • Mileage tracker — log work trips at ATO rate ($0.88/km, FY 2024-25)
  • Basic monthly expense chart
  • Tax profile (ABN, GST status, logo, bank details)
  • Install as app on iPhone & Android (PWA)
  • Edit and delete expense records
  • Duplicate receipt detection
Pro$19 / month AUD
  • Everything in Free — unlimited uploads
  • Unlimited receipts, invoices and income records
  • Income tracking — upload invoices you receive from clients
  • Edit & delete income records from the dashboard
  • Invoice generator — create & email professional PDF invoices
  • Delete invoices you no longer need
  • Choose whether your ABN appears on invoice PDFs
  • BAS quarterly reports — reference summary for ATO lodgement
  • BAS deadline countdown on dashboard and BAS page
  • Full tax calculator with LITO, Medicare Levy, super and Zone Tax Offset
  • GST threshold warnings — alerts when approaching $75,000
  • Tax return deadline reminder (31 October)
  • FIFO roster tracker with Zone Tax Offset calculator
  • FIFO: dependant toggle doubles your offset
  • FIFO: import rosters from CSV + export PDF for your tax agent
  • FIFO: step-by-step Zone Tax Offset claiming guide
  • FIFO: LAFHA calculator & deductions checklist
  • Charts & analytics — spending by month and category
  • Search & filter expenses by vendor, category, date range
  • Receipt viewer — view original photos inside the app
  • CSV export (expenses + income combined) for your accountant
  • Business logo on all invoice PDFs
  • Priority support
Upgrade to Pro →

Expense tracking

Free

Upload photos or PDFs of your receipts. TradieTax AI reads them using AI vision, automatically extracting the vendor, date, amount, GST and category. Edit any field if the AI makes a mistake, delete entries you no longer need, and view the original receipt photo at any time.

Take clear, well-lit photos — the better the image, the more accurate the AI.
Supported files: JPG, PNG, PDF (max 10MB). On mobile the camera opens directly.
If the AI reads an amount or date incorrectly, click the pencil icon to fix it.
The app detects potential duplicates (same amount, vendor and date within 7 days) before saving.
Expenses marked as deductible are included in your tax calculator automatically.
Keep originals for 5 years — the ATO may request them during an audit.
Use "Search & filter" to find expenses by vendor, category or date range.

Income tracking

Pro

Upload invoices or remittance advices you receive as income. The AI extracts the client name, invoice number, date and amount. You can upload multiple PDFs at once. Income feeds into your net profit, BAS summary and tax calculator. Edit or delete any income record directly from the dashboard.

Upload invoices you send to clients once they are paid, OR invoices you receive from payers.
You can also use the Invoice Generator to create invoices directly — they save as income automatically.
Edit income records using the pencil icon, delete using the trash icon — both in the dashboard.
Income and expenses together give your true taxable profit.
The dashboard loads up to 500 income records — for larger histories use the CSV export.

Invoice generator

Pro

Create professional PDF invoices without leaving the app. Fill in the client name, work description and amount — TradieTax AI adds your business name, ABN, logo, GST breakdown and invoice number automatically. New invoices start as draft and are recorded as income once generated.

Upload your business logo in Profile so it appears on every invoice.
Set your ABN and GST status in Profile — the app uses them to format the invoice correctly.
New invoices are created as "draft". Status updates to "sent" when emailed, "paid" when you mark it.
Invoice numbers are assigned automatically (INV-0001, INV-0002…) and never repeat.
Set payment terms: 7, 14 or 30 days — the due date is calculated automatically.
Start typing a client name to autocomplete from your previous clients.
Delete invoices using the Delete button (with confirmation) — visible on every invoice row.
Overdue invoices are highlighted in red automatically when the due date passes.
The invoice list loads 50 at a time — click "Load more" to see older invoices.

Send invoices by email

Pro

Once an invoice is created, click "Send to client" and TradieTax AI emails the PDF directly to your client. The email includes your business name, ABN, invoice details and payment instructions. The invoice status updates to "sent" automatically.

Enter the client email when creating the invoice — it cannot be sent without one.
A confirmation dialog asks before sending to avoid accidental emails.
Invoice status flow: Draft → Sent → Paid.
Mark invoices as paid using the "Mark paid" button to track outstanding amounts.
The email sender shows your business name. For a custom domain email, contact support.

Tax profile & invoice settings

Free

Your ABN, GST registration status, business name, address, bank details and logo all live in Profile. This information appears on your invoices, BAS summaries and tax calculations. Complete your profile before creating invoices.

ABN is 11 digits — the app validates the ATO checksum. Saving is blocked if the ABN is invalid.
GST registered: you charge 10% GST on sales and can claim GST credits. Mandatory above $75,000/year.
Rideshare drivers (Uber, Ola, DiDi) must register for GST regardless of annual turnover.
Add your BSB and account number so they appear on invoice PDFs for easy client payment.
Logo must be JPG, PNG or WebP, under 2MB. Square format looks best on invoices.
Toggle "ABN shown on invoices" to hide your ABN from invoice PDFs if preferred.
The app warns you when your total income approaches the $75,000 GST threshold.

Mileage tracker

Free

Log your work-related trips and TradieTax AI calculates your deduction at the ATO cents-per-kilometre rate of $0.88/km (FY 2024-25). The maximum claimable is 5,000 km per financial year — worth $4,400 in deductions. Your log serves as your ATO-compliant logbook.

Trips to client sites, picking up materials, attending training or industry events — all deductible.
Commuting from home to a regular fixed workplace does NOT count.
Log date, kilometres and purpose — the ATO may ask for your logbook in an audit.
Your total mileage deduction feeds automatically into the tax calculator.
The cap is 5,000 km/year using the cents-per-km method. The app displays your running total.

BAS — Business Activity Statement

Pro

Your quarterly GST reference report. TradieTax AI calculates GST collected on income minus GST credits on purchases, broken down by ATO quarter. Select the quarter, review the figures and copy them into the ATO Business Portal or give them to your BAS Agent. This is a reference tool — not an official lodgement.

BAS is due 28 days after each quarter: Q1 (Jul–Sep) → 28 Oct · Q2 (Oct–Dec) → 28 Jan · Q3 (Jan–Mar) → 28 Apr · Q4 (Apr–Jun) → 28 Jul.
The BAS countdown banner appears on both the dashboard and BAS page within 30 days of each deadline.
If your GST credits exceed GST collected, the ATO owes you a GST refund.
Figures use the dates on your receipts — check dates are correct when uploading.
Mileage deductions go in your annual tax return, NOT in your BAS.
TradieTax AI is not a registered BAS Agent. You must lodge through the ATO Business Portal or a registered agent.

Tax calculator

Pro

Estimates your annual income tax based on ATO 2024-25 brackets. Automatically loads your income, deductible expenses and mileage for the current financial year. Calculates income tax, LITO offset, Medicare Levy and superannuation. Figures update in real time as you type.

The financial year runs 1 July to 30 June.
LITO (Low Income Tax Offset) reduces your tax if taxable income is under $66,667.
Medicare Levy is 2% of taxable income — a threshold applies for low earners.
Superannuation rate: 11.5% of gross income (FY 2024-25) — shown per quarter so you know what to set aside.
You can manually adjust income, expenses and km to model what-if scenarios.
A banner warns if ATO rates may have changed after 1 July 2025 — check with your Tax Agent.
This is an estimate only — not a substitute for a Tax Agent lodgement. Find one at tpb.gov.au/public-register.

FIFO — Zone Tax Offset & Roster

Pro

FIFO workers who spend 183+ consecutive or non-consecutive days in the same ATO remote zone in one financial year qualify for the Zone Tax Offset — up to $2,346/year with a dependant. Log every roster swing, the app counts days by zone, shows your eligibility status and gives step-by-step instructions to claim it at tax time.

You need 183+ days in the same zone in one financial year (1 Jul – 30 Jun) to qualify.
Zones do NOT combine — 90 days in Zone A + 90 days in Zone B = 0 days towards either.
Zone A: $338 · Zone B: $169 · Special Area: $1,173 (all double with a dependant).
Toggle "Dependant" if you have a spouse or child — the offset doubles.
Once eligible: claim at question 20 on your myTax return. Your employer does NOT apply it automatically.
Using a tax agent: tell them you are FIFO and how many days in which zone — they do the rest.
Import your rosters from a CSV file to bulk-load past swings quickly.
Export your roster log as a PDF to give your tax agent as ATO evidence.
The LAFHA section only applies if your employer pays a cash allowance — not if they provide camp and meals in-kind.
The deductions checklist covers PPE, union fees, tools, licences, income protection and more.

Reports & charts

Pro

Visual breakdown of your spending over time. Bar chart of monthly expenses, donut chart by category, and a monthly GST summary. Export all expenses and income as a single CSV for your accountant or Tax Agent.

Use the category chart to identify your biggest deductible expense areas at a glance.
CSV export includes both expenses and income in one file sorted by date.
Give the CSV to your Tax Agent at tax time — it covers everything they need.

Search & filter expenses

Pro

Find any expense instantly using the Search & filter button in the expense history. Search by vendor name, description or category. Filter by date range or specific category. Useful for pulling expenses for a specific financial year quarter.

Use date filters at tax time to pull expenses for a specific BAS quarter.
Category filter shows all your fuel, tools or PPE expenses at once.
A badge on the Search button shows when filters are active.
The dashboard loads expenses 20 at a time — click "Load more" for older entries.

Install as app (PWA)

Free

TradieTax AI can be installed on your phone like a native app — no App Store needed. On iPhone: open in Safari → tap the Share button → "Add to Home Screen". On Android: open in Chrome → tap the menu → "Add to Home Screen" or tap the install prompt. Once installed it opens full screen.

On iPhone you MUST use Safari — Chrome on iOS does not support PWA install.
On Android Chrome an install prompt may appear automatically at the bottom of the screen.
Once installed, the upload button opens your camera directly for quick receipt capture on site.
The app loads faster when installed and can show offline data.

Security & legal

Free

TradieTax AI complies with the Australian Privacy Act 1988 (Cth) and the 13 Australian Privacy Principles. Your data is stored in Supabase with Row Level Security — only you can access your records. All files use time-limited signed URLs (7-day expiry).

TradieTax AI is NOT a registered Tax Agent or BAS Agent under the Tax Agent Services Act 2009 (Cth).
All tax calculations are estimates only. Always use a registered Tax Agent for official ATO lodgements.
Delete your account at any time from Profile → scroll to bottom. Data is removed within 30 days.
We never sell your data. Receipt images are processed by OpenAI — see our Privacy Policy for details.
Read our full Terms of Service and Privacy Policy in the footer.
The ATO requires you to keep tax records for 5 years — export your CSV before deleting your account.

Need help with your tax return or BAS?

Find a registered Tax Agent at tpb.gov.au/public-register

TradieTax AI provides estimates only and is not a registered Tax Agent or BAS Agent under the Tax Agent Services Act 2009 (Cth). Always consult a qualified tax professional for official ATO lodgements.