Tax Tally: Fast Numbers, Trusted Always
Simplifying Finance for Australian Accountants and Entrepreneurs
CGT Clarity. Forecast Confidence. Support You Can Rely On.
Technical Accuracy
We design and rigorously validate complex financial models from CGT and tax logic to cash flow, working capital, and scenario forecasting. Every output is technically accurate, consistent, and fully defensible under professional review, aligned with sound accounting standards and best practices.
Decision Support
Built for accountants, business advisors, entrepreneurs, and finance professionals navigating complex financial scenarios, Tax Tally delivers robust calculation frameworks that transform raw data into decision-ready outputs. Our models support scenario analysis, professional judgment, and clear, defensible communication; aligned with sound accounting standards and best practices.
Time & Complexity Reduction
We take complicated, high-risk calculations out of ad-hoc spreadsheets and turn them into structured and understandable models. Saving hours of manual work and reducing error risk.
Capital Gains
Capital Gains, Simplified!
Crypto trading and investments can make capital gains tax (CGT) complex. Multiple trades, fees, partial sales, cost adjustments, and multi-year gains often lead to errors and incorrect reporting.Tax Tally simplifies CGT for Australian accountants. We process your clients’ transaction data, accurately match buys and sells, apply the correct CGT methods, and produce clear, accountant-ready reports.Save hours of manual work, minimise risk, and ensure accurate, defensible outcomes; whether dealing with crypto, shares, or other investments.
Financial Models
Forecasting, Made Easy!
Forecasting is about seeing the future of your business and making confident, data-driven decisions today. Tax Tally helps you turn complex financial data into clear, actionable insights, letting you track cash flow, model scenarios, and plan for growth with ease.Our tools are built on robust accounting principles, ensuring accurate, CFO ready forecasts. Save time, reduce errors, and make smarter decisions; whether for clients, investments, or your own business.
Business CFO toolkit
Free!
A ready-to-go mini Google Sheets toolkit for new businesses, combining a COA, CRM and an Expense Tracker to help you manage finances, customers, and people.
Simple Dashboard
Chart of Account Management
Mini CRM
Mini Expense Tracker
Pre-CFO 3-Way Forecast
$660
A Google Sheets model that combines a ready-to-go business toolkit with integrated three-way financial forecasts to support confident planning and decision-making.
Simple Dashboard
Forecasted Balance Sheet
Forecasted Profit and Loss
Forecasted Cashflow Statement
Capital Gains Report
$55
A capital gains report that provides a tax-ready reports and support for FIFO, LIFO, and HIFO calculations. Here is what you will receive:
Tax Summary
Transaction Summary
Working File
Closing Balance
Data Cleaning
$109/hr
A data cleaning service that standardises, formats, and corrects your raw CSV or spreadsheet data for analysis or other ad hoc requirements. Here is what you will receive:
Data Index & Query Clean
Controlled Working Files
Decision-Ready Outputs
Continuous Support & Optimisation
Talk to a Specialist
Get clear, dependable guidance.
© TaxTally. All rights reserved.
Privacy Policy
TaxTally ("we", "us", or "our") respects your privacy and is committed to protecting your personal information.Personal information refers to any information that can be used to identify you. This may include information such as your name, email address, payment information, device information, and details relating to how you interact with our website or services.If our website contains links to third-party websites or services, please note that those websites operate under their own privacy policies. Once you leave our website, this Privacy Policy no longer applies, and we recommend reviewing the privacy policies of those third-party services.Last updated: 7 March 2026---Information We CollectThe information we collect generally falls into two categories: voluntarily provided information and automatically collected information.Voluntarily Provided Information“Voluntarily provided information” refers to information that you knowingly and actively provide to us when interacting with our services. This may include when you:- subscribe to updates or newsletters
- contact us via email or forms
- purchase a digital product
- participate in promotions or communicationsThis information may include:- Name
- Email address
- Billing information---Automatically Collected Information“Automatically collected information” refers to data that may be automatically transmitted by your device when accessing our website or services.This information helps us understand how visitors use our website and allows us to improve our services.---Log DataWhen you visit our website, our servers may automatically record standard information provided by your web browser. This may include:- Internet Protocol (IP) address
- Browser type and version
- Pages visited
- Date and time of your visit
- Time spent on pages
- Other diagnostic data relating to your interaction with the websiteIn the event of technical errors, we may also collect data relating to the error and the circumstances surrounding its occurrence. This information may include technical details about your device and activity at the time the error occurred.While this information may not identify you directly, it may potentially be combined with other information to identify individuals.---Device DataWhen accessing our website or services, we may collect information about your device, including:- Device type
- Operating system
- Browser type
- Approximate geographic locationThe data collected may vary depending on your device settings and the software you use. We recommend reviewing the privacy policies of your device manufacturer or software provider to understand what information may be shared.---How We Use Your InformationWe may use personal information for the following purposes:- to provide and deliver digital products and services
- to communicate with customers and respond to enquiries
- to process payments and transactions
- to improve our website, the notion page, our digital products and services
- to send updates or information relating to our products and services---Disclosure of Personal InformationWe do not sell or rent personal information.We may disclose personal information to third-party service providers where reasonably necessary to operate our business, including payment processors and website service providers.We may also disclose information where required by law.Payments may be processed through trusted third-party providers such as Stripe or other secure payment platforms. These providers manage payment data according to their own privacy and security policies.---Data SecurityWe take reasonable steps to protect personal information from misuse, loss, unauthorised access, modification, or disclosure.However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.---Access and CorrectionYou have the right to request access to the personal information we hold about you and to request corrections where necessary.Requests can be made by contacting us using the details provided below.---Changes to This PolicyWe may update this Privacy Policy from time to time to reflect changes to our practices or legal obligations. The updated version will be published on this page with a revised “Last updated” date.---Contact UsIf you have any questions about this Privacy Policy or how your personal information is handled, please contact:Email: [email protected]
Terms & Conditions
These Terms and Conditions ("Terms") govern the purchase and use of digital products provided by TaxTally ("we", "us", or "our"). By purchasing or using our products, you agree to be bound by these Terms.Effective Date: 1 July 2025---1. Digital ProductsTaxTally provides digital products including financial templates, spreadsheets, and related materials designed to assist with financial planning and forecasting.All products are delivered digitally and no physical goods will be shipped.---2. License to UseUpon purchase, you are granted a non-exclusive, non-transferable, and non-commercial licence to use the product for your own personal or internal business purposes.You may not:- reproduce, duplicate, or copy the product
- resell, sublicense, or distribute the product
- share the product with third parties
- upload the product to public websites or file-sharing platformsAll intellectual property rights remain the property of TaxTally.---3. Intellectual PropertyAll templates, spreadsheets, documentation, and materials provided are protected by copyright and intellectual property laws.No part of the product may be reproduced, distributed, or transmitted without prior written permission.© TaxTally. All rights reserved.---4. DisclaimerThis license is restricted to a single legal entity. The products provided are for informational and educational purposes only and do not constitute financial, accounting, tax, or business advice.While reasonable care has been taken in preparing the materials, no guarantee is made as to the accuracy, completeness, or suitability of the information.Users should seek independent professional advice appropriate to their circumstances before relying on the information contained in the product.---5. Limitation of LiabilityTo the maximum extent permitted by law, TaxTally shall not be liable for any loss, damage, or financial outcome arising from the use of our products.Where liability cannot be excluded under Australian law, it will be limited to the purchase price of the product.Nothing in these Terms excludes rights available to consumers under Australian consumer protection laws.---6. Refund PolicyDue to the digital nature of our products, all sales are generally final.However, if you experience technical issues accessing or downloading the product, please contact us and we will make reasonable efforts to resolve the issue.---7. Modifications to ProductsWe may update or improve our digital products from time to time. We are under no obligation to provide updates to previously purchased products unless otherwise stated.---8. Changes to These TermsWe may update these Terms and Conditions from time to time. The updated version will be published on our website with a revised effective date.---9. Governing LawThese Terms are governed by the laws of New South Wales, Australia.Any disputes arising in connection with these Terms shall be subject to the jurisdiction of the courts of New South Wales.---10. ContactIf you have any questions regarding these Terms and Conditions, please contact:Email: [email protected]/#businesstoolkit
Be Pre-CFO Ready
Stop Guessing your Cashflow!
Run your finances like you already have a CFO.
A complete business finance system with chart of accounts, Sales tracker (Mini CRM) and Expense tracker that can connect to a forecasting 3-way Model. All in Google Sheets! No accountant required.
| Tool | Price | What it does |
|---|---|---|
| Chart of Accounts | Free | A clean, structured foundation for your bookkeeping. Organise every income stream and expense category from day one. |
| Sales Tracker (CRM) | Free | Track leads, pipeline stages, and deal values without bloated software. Built for small teams who need clarity, not complexity. Syncs seamlessly with the 3-Way Forecast to scenario build. |
| Expense Tracker | Free | Log, categorise, and monitor every dollar going out. Capture one off payments, re-occurring expenses and Capital Expenses. Syncs seamlessly with the 3-Way Forecast when you’re ready to level up. |
| 3-Way Forecast | $660 | The engine that ties everything together. Connects your P&L, cash flow, and balance sheet into a single living model. Has a simple dashboard to quickly analyses the forecasted numbers. Can scenario build for outcomes. |
How it works
Be up and running in minutes!Step 1Grab the free tools
Start with the Chart of Accounts, CRM, and Expense Tracker. No cost, no commitment. Get your data structured from day one.Step 2Level up and unlock the Forecast
Purchase the 3-Way Forecast and receive instant access. Connect and Authenticate to the free tools and receive live updates to forecasted financials. No complex setup.Step 3Make confident decisions
Use the Scenario planner to help you understand impact on good, better and best cases. Watch your Cashflow as you plug in assumptions. Keep your finger on the pulse with your business.
FAQ
Do I need accounting experience to use this?
No. The toolkit is designed for founders and business owners, and in general anyone that wants a better understanding of their financials. Everything is clearly labelled and comes with guidance so you can hit the ground running.---Does the 3-Way Forecast work with my existing data?
Yes. If you’re already using the free tools, the Forecast connects directly. If you have existing data, it’s straightforward to migrate in.---What do I get after purchasing?
You will receive a link to make a copy of the Google Sheet directly to your Google Drive. Everything is yours. No subscriptions, no ongoing fees.---Can I share it with my team or accountant?
Absolutely. It is a Google Sheet, so you can share it with anyone using standard Google Drive permissions by either view only, comment, or edit.---Is the $660 a one-time payment?
Yes. One payment, lifetime access. No subscriptions, no annual renewals.
Thank you for your Business!
Pre-CFO Cash Flow Model
This model was designed to give business owners clarity over their numbers without unnecessary complexity.This template is intended as a general, forecasting tool and may require modification to suit your individual circumstances.If you have any questions or run into issues using the template, kindly reach out.If you find this template useful, feel free to share Tax Tally with other business owners who may benefit from better financial visibility.
Getting Started
Step 1: Download the template
Step 2: Make a copy for your business
Step 3: Start entering your numbers
Need Help?
If you have questions or feedback, please contact:[email protected]I’m always happy to hear how the model is being used, feedback or how it could be improved.