Find the right AI tools for any job, task or industry.TASK
Tax research, returns & indirect tax
Research tax positions, prepare returns and calculate GST, VAT and sales tax with traceable sources. ToolGrail lists 37 AI tools for this task, including Avalara, Sovos, Vertex and Zoho Books.
Tools for this task
| Tool | What it does | Pricing | Type | Evidence |
|---|---|---|---|---|
| AvalaraAvalara | Automated sales tax, VAT and e-invoicing compliance for calculation, returns and filing. | Pricing not verified | Tool + MCP | Site checked |
| SovosSovos | Global tax compliance software, including an agentic tax compliance platform. | Pricing not verified | Tool | Site checked |
| VertexVertex | Global indirect tax and compliance software from determination through to defence. | Pricing not verified | Tool | Site checked |
| Zoho BooksZoho | Online accounting software with GST, invoicing, expenses and AI in accounting features for small businesses and accountants. | Pricing not verified | Tool | Site checked |
| ClearTaxClear | Income tax return filing in India with AI-supported filing and expert-assisted options; Clear also offers GST products. | Pricing not verified | Tool | Site checked |
| Black OreBlack Ore | Tax Autopilot automates tax return preparation for CPA firms. | Pricing not verified | Tool | Site checked |
| Bloomberg TaxBloomberg Industry Group | Tax research and workflow tools with integrated AI-powered solutions for corporations and advisers. | Pricing not verified | Tool | Site checked |
| CanopyCanopy | Cloud practice management for accounting and tax firms with CRM, documents, client portal, workflow and billing. | Pricing not verified | Tool | Site checked |
| FP AlphaFP Alpha | AI that reads client financial documents, summarises key data and identifies planning opportunities, including tax planning. | Pricing not verified | Tool | Site checked |
| K1xK1x | AI platform that digitises, distributes and decodes K-1s, 1099s, W-2s and 990s. | Pricing not verified | Tool | Site checked |
| KarbonKarbon | Practice management software for accounting firms covering workflow, email, collaboration and AI. | Pricing not verified | Tool + MCP | Site checked |
| TaxDomeTaxDome | Practice management platform for accounting, tax and bookkeeping firms with AI features and agents. | Pricing not verified | Tool + MCP | Site checked |
| 990.tax Form 990-N filingNot verified | Prepare a Form 990-N from IRS records, check it, review and pay on 990.tax, track IRS acceptance. | Pricing not verified | Tool + MCP | Site checked |
| firma.deNot verified | German tools for founders: formation costs, notary and tax adviser fees, taxes, holdings, e-invoices. | Pricing not verified | Tool + MCP | Site checked |
| taxlocusNot verified | US sales tax for AI agents: rates, economic nexus, taxability, filing. Citation-backed. | Pricing not verified | MCP | Site checked |
| US Tax EstimatorNot verified | Federal tax estimate, deadlines, FBAR/8938/3520 checks, §7702 screen, inherited-stock step-up. | Pricing not verified | MCP | Site checked |
| 1031.helpNot verified | 1031 exchange 45/180-day deadlines, sale vs. exchange tax and boot, DST Form D filings. | Pricing not verified | MCP | Site checked |
| AldroNot verified | US and Canada business tax deadlines, annual reports, sales tax permits and quotes, with sources. | Pricing not verified | MCP | Site checked |
| TaxmannTaxmann | Indian tax and corporate law research with advanced search and integrated AI guidance. | Pricing not verified | Tool | Site checked |
| Thomson Reuters CheckpointThomson Reuters | Tax, accounting and audit research solutions for professionals worldwide. | Pricing not verified | Tool | Site checked |
| Blue JBlue J | AI tax research that answers questions with citations to authoritative sources. | Paid | Tool | Site checked |
| Vyapar TaxOneVyapar | AI accounting automation for bill entry, GST reconciliation and ledger mapping; formerly Suvit. | Pricing not verified | Tool | Site checked |
| getpepprNot verified | Peppol e-invoicing: look up participants, validate invoices, and send sandbox test invoices. | Pricing not verified | Tool + MCP | Site checked |
| MyAIAccountantNot verified | Imports transactions, auto-categorises them and drafts US tax forms (Schedule C, 1120-S, 4562 and 8825), with up to 15 entities managed from one login. | Pricing not verified | Tool + MCP | Site checked |
| OhmyfinNot verified | Cross-border invoices for AI agents: parties screened, VAT ID checked, EN 16931 e-invoice in PDF. | Pricing not verified | MCP | Site checked |
| KlarbonNot verified | Open, check and convert European e-invoices and bank statements. No document archive. | Pricing not verified | MCP | Site checked |
| NormAPINot verified | Validate, generate and read German e-invoices (XRechnung, ZUGFeRD) against the official KoSIT rules. | Pricing not verified | MCP | Site checked |
| TariffTrustNot verified | US import duties and fees for an HTS code, an origin and a value, each with its source. | Pricing not verified | MCP | Site checked |
| XeroXero | Cloud accounting for small businesses with automation and AI assistance. | Paid | Tool + MCP | Site checked |
| AarvenNot verified | Swiss accounting (CHF, VAT/MWST): balance sheet, P&L, VAT returns and draft bookings. | Pricing not verified | Tool + MCP | Site checked |
| AstridNot verified | Swedish bookkeeping (bokföring): read the books, find missing receipts, VAT, draft vouchers. | Pricing not verified | Tool + MCP | Site checked |
| YESbusinessNot verified | Swiss bookkeeping with bank feeds: read and book bank transactions, receipts, VAT and reports. | Pricing not verified | Tool + MCP | Site checked |
| TallyPrimeTally Solutions | Business management software for accounting, inventory, GST invoicing and godown stock. | Pricing not verified | Tool | Site checked |
| TaokehNot verified | Malaysian SME accounting, e-Invoice and payroll for your AI. 77 tools; writes are approved drafts. | Pricing not verified | Tool + MCP | Site checked |
| DoblNot verified | Norwegian accounting for small AS and holding companies: vouchers, invoices, VAT, payroll, Altinn. | Pricing not verified | Tool + MCP | Site checked |
| Frihet ERPNot verified | Frihet ERP over MCP: invoices, quotes, expenses, clients, CRM, banking and Spanish tax summaries. | Pricing not verified | Tool + MCP | Site checked |
| Norman FinanceNot verified | Bookkeeping, invoices and tax workflows for European businesses, including Polish KPiR and JPK. | Pricing not verified | Tool + MCP | Site checked |
Roles that do this work
CA studentArticled assistantACCA studentCPA candidateCMA studentCompany secretary traineeChartered accountantChartered certified accountantCertified public accountantCost and management accountantPractising chartered accountantAccounting firm partnerBookkeeping practice ownerTax practice ownerTax adviserTax directorGST practitionerTax return preparerEnrolled agentIndirect tax specialistTransfer pricing specialistInternational tax specialistTax seniorTax manager
Sectors where it is common
ToolGrail gives general information about AI tools. It is not financial, investment, tax, legal, medical or other professional advice, and a listing is not an endorsement. No paid ranking. Catalog updated 2026-11-13; each tool shows its own review date and evidence level. Tool fit is an editorial suggestion based on published capabilities. See sources & methodology →