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Resources

Guides, and only where we can back them.

A guide exists for a topic and a country only where the product itself would answer — which means following one into the product gets you the same answer rather than a refusal.

Published

8 guides.

  • 2 min

    AI tax research evaluation checklist

    Twelve checks to run on any AI tax research tool before a firm relies on it: sources, jurisdiction and year, refusals, review and the deliverable.

  • Filing deadlinesAU2 min

    Australia tax agent client onboarding checklist 2026

    What a registered agent has to do by 31 October 2026 for a new client to be covered by the lodgment program, and what to collect before preparing the 2025–26 return.

    Law as of 2026-10-10

  • Filing deadlinesCA2 min

    Canada corporate year-end tax checklist 2026

    What to gather and check before a T2 return for a 2026 year-end: the filing date, the balance-due date, and the documents a reviewer needs to sign off.

    Law as of 2026-10-10

  • Cross-border and treaties2 min

    Transfer pricing year-end documentation checklist 2026

    What to have in place at year-end for each controlled transaction: the delineation, the functional analysis, the method and its reason, and the evidence a local file rests on.

  • Filing deadlinesUK2 min

    UK MTD quarterly update review checklist 2026

    Who must use Making Tax Digital for Income Tax from April 2026, the quarterly update deadlines, and what to check before each update is sent.

    Law as of 2026-10-10

  • Filing deadlinesUS2 min

    US tax filing deadlines (IRS)

    The dates that matter for a federal individual return, what an extension actually extends, and the distinction that costs people money — filing late and paying late are two different penalties.

    Law as of 2026-01-01

  • Individual incomeUK3 min

    UK income tax 2026/27: personal allowance and bands

    The bands, the personal allowance and its taper, and the one thing that catches people out — this guide describes rest-of-UK rates, and Scotland is different.

    Law as of 2026-04-06

  • Recordkeeping2 min

    How to Read a TaxOrch Tax Answer and Its Sources

    Four fields decide what your interface is allowed to say, and one of them decides whether you may show a number at all. A short guide to reading a grounded answer before you build around it.

By country

128 jurisdictions, 16 tax topics.

New guides are added regularly. For a country without a guide yet, the country page lists its taxes, rates and filing dates, each with its official source.

Keep reading

Everything here states what it does not cover.

A guide that applies to one country and one tax year says so at the top, and cites the section it relies on. Read one before you decide whether any of this is for you.

Decision support, not tax advice. A professional reviews before anything is filed.