Tax Advisor

EOFY tax summaries, depreciation analysis, and a tax-aware chat mode for Australian property investors.

AI Tax Advisor

The AI Tax Advisor helps you understand the tax implications of your property portfolio. It includes two key capabilities: the EOFY Tax Summary for a comprehensive tax position overview, and Tax Mode for Chat which turns the AI assistant into an Australian property tax specialist.

This feature is available on all plans.

EOFY Tax Summary

Generate a one-click end-of-financial-year tax position for your entire portfolio. The EOFY Tax Summary analyses your property data and produces a comprehensive breakdown covering:

• Deductions breakdown — categorised summary of all claimable property expenses
• Negative gearing — analysis of properties where expenses exceed rental income
• Depreciation — Division 40 (plant and equipment) and Division 43 (capital works) depreciation estimates
• CGT exposure — capital gains tax position based on current valuations versus purchase prices
• Optimisation tips — AI-generated suggestions for improving your tax position

Tax Mode for Chat

Tax Mode is a toggle you can enable in the AI chat assistant. When activated, the assistant switches to an Australian property tax specialist persona with injected ATO tax brackets and rules. This means you can ask tax-specific questions and get responses grounded in current Australian tax law.

Example questions in Tax Mode:

• "How much can I claim in depreciation for my Brisbane property?"
• "What's my CGT liability if I sell my investment property this year?"
• "Am I better off negatively gearing or aiming for positive cash flow?"
• "What deductions am I missing for my rental properties?"

What's Next?

Learn about Riyun, PropZy's automated portfolio intelligence agent:

Riyun Agent →