# taxcode.au

> Source-grounded Australian tax research in AI agents for professional review.

taxcode.au connects Claude or ChatGPT to a cited 53-source corpus covering
legislation, proposed tax-law changes, ATO material, cases, bills, state
revenue guidance, and source-gap metadata.

Built for professional research support. Not legal or tax advice.

## Quick Start

Choose an agent setup path:

- [Claude](https://taxcode.au/claude/): remote connector setup.
- [ChatGPT](https://taxcode.au/chatgpt/): Developer mode app setup.

Add the remote MCP server, complete OAuth, then ask professional research
questions directly in your agent.

## MCP Server

MCP endpoint:

```text
https://mcp.taxcode.au/
```

The hosted server is intended for remote Streamable HTTP MCP clients that
support OAuth.

## Install

Connect once, then query from your agent. Use the hosted Streamable HTTP MCP
endpoint with OAuth. The detailed guides cover workspace-specific settings; the
core path is the same.

Detailed setup pages:

- [Claude setup guide](https://taxcode.au/claude/)
- [ChatGPT setup guide](https://taxcode.au/chatgpt/)

### Claude

1. Open Claude and go to `Customize > Connectors`.
2. Select `Add custom connector`.
3. Name it `taxcode.au` and paste `https://mcp.taxcode.au/`.
4. Click `Add`, then `Connect`, and complete OAuth.
5. Ask Claude to use taxcode.au for Australian tax research.

Team and Enterprise workspaces may need an owner to add the connector under
organization connector settings first.

### ChatGPT

1. Open `Settings > Apps > Advanced settings` and enable Developer mode.
2. Go to `Apps > Create app`.
3. Enter the MCP server URL `https://mcp.taxcode.au/`.
4. Choose OAuth authentication, scan tools, authorize, and create the app.
5. In a chat, choose Developer Mode and select taxcode.au.

Workspace admins may need to allow custom apps or Developer mode before the
create flow appears.

## First Query

```text
Use taxcode.au to map the Division 7A repayment timing issues, cite the
provisions and ATO materials, flag cases or source gaps, and list compliance
risks before drawing conclusions.
```

## Problem

Australian tax research spans current law, proposed legislation, ATO guidance,
tribunal decisions, cases, and policy material. Generic AI tools are not enough
when every answer needs a source trail.

- Inefficient research: manual searches through legislation and rulings slow
  down client work and make it hard to test alternatives quickly.
- Unverifiable AI output: general models can invent citations or miss
  jurisdiction-specific constraints unless retrieval is grounded in the actual
  corpus.
- Missed opportunities: compliance pressure leaves less room for proactive
  structuring, concession, election, timing, and proposed-law planning.

## Corpus

taxcode.au indexes ATO material, but the research surface is wider:
Commonwealth law, state and territory revenue law, cases, bills, Budget
material, Treasury consultations, Board of Taxation reviews, practitioner
guidance, and explicit source-gap records.

Verified local corpus snapshot on 2026-07-09:

- 53 tracked sources: 52 official source families plus the researched AustLII
  gap.
- 106,975 laws: current, historical, future-effective, guidance, and case
  records.
- 5.18 million search chunks: source text segmented for agent retrieval and
  exact follow-up.
- 45.75 million resolved targets: provision, ruling, case, and index-node
  targets for citation checks.

Known source gaps remain visible instead of being treated as complete coverage.

## How It Works

1. Connect your agent: add the taxcode.au server to your AI workflow.
2. Ask complex questions: explore strategies, exceptions, thresholds, proposed
   law changes, and anti-avoidance risk.
3. Check the sources: review answers mapped back to legislation, rulings,
   guidance, cases, source dates, and source gaps.

Example research prompt:

```text
Can a private company loan be cleaned up before year end, and what should we
check before advising?
```

Expected research shape:

- `strategy_brief` for the issue map.
- `text_excerpt` for exact provisions and guidance.
- `law_change_search` for Bills, Budget, and Treasury material.

## Tools

The product surface is deliberately narrow: route the question, retrieve the
right law, preserve context, and keep every answer auditable.

- Routing guide: `tool_routing_guide` tells agents which tool to start with.
- Corpus and index search: `corpus_search` and `index_query_tree` find source
  routes.
- Exact source text: `text_excerpt` pulls reviewable text after a source is
  identified.
- Citation graph: `references_targets` checks provisions, rulings, cases, and
  labels.
- Law-change search: `law_change_search` covers Bills, Budget, Treasury, and
  reform material so accountants can prepare for upcoming legislative changes.
- Strategy scans: `strategy_brief` and risk scans surface concessions,
  exclusions, and controls.

## Use Cases

Ground AI research in law. Use taxcode.au to draft strategy memos, prepare file
notes, test client scenarios, and surface source-backed questions and upcoming
law-change issues for senior review. See the
[use-cases page](https://taxcode.au/use-cases/) for prompt patterns and
professional guardrails.

## Limits

taxcode.au supports source-grounded research. It is not legal advice, tax advice,
or a substitute for professional judgment.

## Contact

- Contact: [hello@taxcode.au](mailto:hello@taxcode.au)
- MCP endpoint: [https://mcp.taxcode.au/](https://mcp.taxcode.au/)
