What if your tax planning admin handled itself?

Year-end tax planning season always requires heavy amounts of preparation, scenario planning and decision coaxing followed by detailed documentation and good old fashion nagging (for return documents etc). For the rest of May and June 2026, these meetings also require an explanation of the 2026 Budget announcements and how these are likely to impact your clients.

Elfworks has launched the first wave of AI Agents, designed to safely and securely help take the load off accountants during year-end tax planning season. Here’s how some of our most popular Agents are currently being used by Australian accountants during one of the more challenging tax planning seasons in memory.

A word on Data security…

Elfworks protects your client data through a combination of sovereign Australian-based AI Models, data anonymisation, and proprietary encryption. Sensitive information is stripped before reaching any language model and accurately restored on return, while certain tasks are processed exclusively within Australian borders — ensuring you meet your "reasonable steps" privacy obligation. 

1.  The Entity Structure Creator

One of the biggest hurdles in May and June is helping clients (and junior staff) understand how profits will actually flow within structures. Manually mapping out complex groups of companies and trusts is time-consuming and prone to manual error.

The Elfworks entity structure builder takes your raw data - your own descriptions, Trust Deeds, and ASIC information, and transforms them into a professional, editable PowerPoint diagram. Clients can now visualise exactly how dividends and trust distributions will move through the group, turning abstract verbal descriptions into easy-to-understanding PowerPoint presentations.

2.  The Trust Deed Summary

The ATO’s focus on trust compliance means the days of "standardised" resolutions are over. You must ensure that every Minute detailing the client decision regarding trust income aligns perfectly with the specific definitions of "income" and the specific drafting requirements of that particular trust deed.

The Elfworks Trust Deed Summariser agent tackles the heavy lifting of document review. It summarises new, old, or amended Trust Deeds to identify the specific requirements for a valid resolution. The agent then captures the trust’s distributable income figure and the decisions made regarding that income. It then produces a Trust Resolution written exactly as required by that specific deed.

Reclaim your June 

These agentic tools are designed to relieve the pile of year-end tax planning work on your desk, allowing you to focus on complex advisory and client relationships leading into 30 June 2026.

Ready to see the Entity Structure Creator and Trust Deed Summary agents in action?

Visit www.elfworks.ai or email info@elfworks.ai

Elfworks Data Security

Elfworks protects your client data through a combination of sovereign Australian-based LLMs, proprietary anonymisation, and encryption. Sensitive information is stripped of all identifying details before reaching any language model and accurately restored on return, meaning even in the event of a US CLOUD Act request, there is no identifiable client data to disclose. For tasks requiring the highest protection, processing occurs exclusively within Australian borders on sovereign infrastructure, entirely outside US jurisdiction. This is a level of data security no other AI platform currently achieves — including the world's leading frontier models.