LodgePro – Maximize Your Tax Return

Australians often view tax lodgement as complex and stressful. Users must manually retrieve bank transactions, identify deductible expenses, and input income details—especially on platforms that don’t integrate with the ATO. This leads to errors, amendments, and frustration. Additionally, most users lack the tax knowledge required for accurate self-lodgement. The challenge was to design an intuitive, secure, and intelligent solution that automates data collection, simplifies expense categorisation, and enables confident, compliant lodgement without the need for expert support.

LodgePro streamlines tax lodgement by linking to users’ bank accounts, automatically retrieving transactions, and using AI to categorise expenses into ATO-compliant fields. It also integrates with the ATO to prefill income data, reducing errors and amendments. This automation removes human error in identifying deductible expenses, helping users maximise their tax refunds. Key challenges included handling varied bank data formats, adhering to strict security protocols and building explainable AI. User testing shaped a simple, intuitive UI with editable categories and smart summaries. LodgePro empowers users—regardless of tax knowledge—to lodge accurate, optimised returns with ease and confidence.

LodgePro delivers significant impact across commercial, societal, and environmental dimensions. Commercially, it opens new opportunities in the tax tech sector by offering a scalable, user-friendly solution that reduces reliance on tax agents. Societally, it empowers everyday Australians to lodge accurate tax returns confidently, regardless of financial expertise, while maximising refunds and minimising errors. By automating traditionally manual tasks, it saves time and reduces stress. Environmentally, LodgePro supports paperless, digital tax lodgement—reducing the need for printed documents and in-person consultations. Its design contributes to a more inclusive, accessible, and sustainable tax system.

LodgePro is designed to simplify and automate tax lodgement for individuals in Australia. Key design features include: Bank Integration: Securely connects to users’ bank accounts to automatically retrieve transaction data, removing the need for manual entry. CSV Upload Option: For users uncomfortable with bank linking, transactions can be uploaded via CSV and processed through the same AI-powered categorisation flow. AI-Powered Categorisation: Automatically classifies transactions into ATO-compliant expense categories, reducing errors and maximising deductions. Confidence Score: Each categorised transaction includes an AI confidence score, allowing users to assess accuracy and make manual changes if needed. ATO Integration: Automatically pulls income data from the ATO, reducing mismatches and post-lodgement amendments. User-Friendly Interface: Designed for users with minimal tax knowledge, featuring smart summaries, editable categories, and intuitive guidance. AI-Powered Chatbot: Provides instant answers and step-by-step support throughout the process. Live Chat Support: Real-time human assistance for complex queries. Security-Focused Design: Follows strict protocols to protect user data. Accountant Review: Qualified Tax professional will review and verify all data before ATO submission, ensuring accuracy and compliance. Paperless Workflow: Enables full digital lodgement, supporting sustainability. Together, these features create a secure, accurate, and accessible tax experience.