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The review assistant is being trialled with a small number of organisations. If you don’t see Review with AI on a tax year, it isn’t turned on for you yet.

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What it does

On an entity’s Australian tax year, Review with AI opens an assistant beside the workpaper. You can ask it things like:
  • Review this workpaper. It lists what’s still open, anything without evidence and anything that looks unusual, grouped as needs fixing, worth checking and fine.
  • Why is the net capital gain this figure? It walks through the sales, losses and discounts behind it.
  • What’s unusual this year?
  • Check against the legislation. It lists the rules the workpaper relies on that differ from the legislation, or that haven’t been confirmed yet.
You can also ask about a single investment, a sale, a distribution statement, a check or a rule. The panel stays open while you move between the workpaper’s tabs, so you can follow an answer into the schedules. Closing it keeps the conversation until you leave the page. Clear conversation starts again.

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Where its answers come from

The assistant reads the same workpaper you see: the year’s figures, checks, transactions, parcels, distributions, carried-forward balances and saved history. It also reads the year’s rules and EveryWealth’s check of those rules against the legislation (02/11/2026, covering 2025–26 and 2026–27). Each answer lists the sources cited underneath: the year rule or the row of the legislation check it relied on, with the section of the Act. A source marked Unverified hasn’t been confirmed against the legislation yet. A source marked Not found couldn’t be matched to this year’s rules, so treat that point as unverified too. The assistant reads the last saved workpaper. If you have unsaved changes, save them first for the assistant to see them.

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What it doesn’t do

  • It doesn’t change anything. It explains and suggests. You make any change in the workpaper yourself.
  • It isn’t tax advice. The workpaper isn’t final tax advice either: speak to your tax adviser to confirm the figures, eligibility and obligations before relying on them or lodging a return.
  • It doesn’t give investment advice, such as whether to sell an investment.
  • It never asks for a tax file number. Don’t type one into the chat.
Once a workpaper has been marked reviewed, the assistant still answers questions about it, but only offers insight. Changing a reviewed workpaper needs an owner or admin to reopen it first.

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Privacy

Your questions and the workpaper are sent to the AI model under a zero data retention agreement: the provider doesn’t keep them or train on them. The conversation isn’t saved in EveryWealth.