AI-assisted document extraction
Withholding certificates, receipts and statements read automatically, with the source page kept beside every extracted value for review.
PIT24
Personal income tax, simplified.
An intelligent personal income tax platform that streamlines data collection, tax calculations, document management and filing workflows — for one taxpayer or thousands.
DomainPersonal income tax
ScaleSingle taxpayer to large populations
AI roleDocument extraction & review
CalculationDeterministic, rule-versioned
Jurisdictionscoverage to be confirmed
The problem
Personal tax is high-volume, high-sensitivity and still run on spreadsheets
Income documents arrive in a dozen formats and languages. Allowances change. Deadlines do not move. Every rekeyed figure is a chance to be wrong about someone's personal money — and the evidence for how a number was reached usually sits in a mailbox.
PIT24 replaces the collection-by-email, calculate-in-Excel, file-and-hope cycle with a single controlled workflow where every figure is traceable to the document it came from.
Who it is for
Tax and payroll teams
Employers managing employee and expatriate tax obligations at scale.
Advisory and accounting firms
Practices filing on behalf of many individual clients from one workspace.
Global mobility functions
Teams handling assignees, split-year positions and cross-border income.
Family offices and executives
Complex individual positions that need discretion and a clean record.
Core capabilities
01
02
Automated tax calculations
Income categories, deductions, allowances and credits applied by a deterministic engine against effective-dated rules.
03
Filing workflow management
Preparer, reviewer and approver stages with status across the whole population, not a spreadsheet tracker.
04
Compliance checks
Completeness, consistency and threshold tests run before filing, flagging what needs a human decision.
05
Secure taxpayer records
Encrypted document vault per taxpayer, with retention rules and access limited to the people who need it.
06
Year-on-year continuity
Prior-year positions carried forward and compared, so changes are explained rather than rediscovered.
How the platform works
01
Collect
Taxpayers or HR upload documents through a secure portal.
02
Extract
AI reads each document and proposes structured values.
03
Confirm
A preparer accepts or corrects; every change is recorded.
04
Calculate
The rules engine computes the position and runs checks.
05
File
Approved returns are produced and archived with evidence.
Example workflow
An expatriate assignee, first filing year
Illustrative sequence, not a client engagement.
01
HR adds the assignee; the platform opens a case and requests the documents the position requires.
02
Withholding certificates and foreign income statements are uploaded; AI extracts amounts and dates.
03
The preparer reviews low-confidence extractions side by side with the source page and confirms them.
04
Residence and treaty questions are answered in a structured questionnaire that drives the calculation.
05
Compliance checks flag a missing allowance document; the portal requests it automatically.
06
The reviewer approves; the return, the working and the evidence are archived as one record.
Outcomes
Less rekeying
Collection and extraction absorb the manual work that dominates the season.
Fewer corrections
Checks run before filing rather than after a query arrives.
Visible status
One view of where every taxpayer stands against the deadline.
Defensible records
Every figure traceable to its document, years later.
Quantified benchmarks to be added once measured with client data — no unverified figures published
Data security and auditability
Encryption in transit and at rest; personal data segregated by taxpayer.
Role-based access with preparer, reviewer and approver separation.
Immutable activity log: who saw, changed or approved each value, and when.
Configurable retention and deletion aligned to local data-protection duties.
Certifications and independent assurance to be confirmed
Integration
Payroll and HRIS feeds for population, remuneration and movement data.
Document management and secure file transfer for bulk intake.
Export formats for e-filing channels and internal reporting.
API access for organisations that prefer to push data from their own systems.
Named system connectors to be confirmed
See PIT24 run against your own filing season.
We will walk through the workflow with a sample of your document types and show exactly where the manual effort disappears.
Request a Demonstration