---
title: "Draft a without-prejudice settlement deed and tax-treatment checklist for a termination"
url: "https://ailawframework.com/practice/employment-and-workplace-relations/draft-a-without-prejudice-settlement-deed-and-tax-treatment-checklist-fo"
type: "task"
site: "AI Law Framework"
id: "A14-A20260923-1"
practice_area: "Employment & Workplace Relations (incl. WHS)"
tier: "yellow"
lawyer_review: "required"
last_reviewed: "2026-10-22"
---

# Draft a without-prejudice settlement deed and tax-treatment checklist for a termination

> From the agreed heads, draft a deed of release, payment schedule and a list of tax, retirement-benefit or superannuation points for the lawyer to confirm.

Canonical page: https://ailawframework.com/practice/employment-and-workplace-relations/draft-a-without-prejudice-settlement-deed-and-tax-treatment-checklist-fo  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Employment & Workplace Relations (incl. WHS)](https://ailawframework.com/practice/employment-and-workplace-relations.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | From the agreed heads, draft a deed of release, payment schedule and a list of tax, retirement-benefit or superannuation points for the lawyer to confirm. |
| What the lawyer must review | Decide consideration, release scope, confidentiality and non-disparagement yourself Decide any regulator-reportability yourself Confirm tax treatment independently; the generated checklist is not tax advice |
| Written for / versions | 1 jurisdiction versions below |

## Checking plan

Consideration, release scope, confidentiality, non-disparagement and any regulator-reportability stay with the lawyer. Tax treatment is not the generated checklist.

- What the AI does: From the agreed heads, draft a deed of release, payment schedule and a list of tax, retirement-benefit or superannuation points for the lawyer to confirm.
- What the lawyer does: Set the scope, verify the evidence, resolve exceptions and approve the final output for its intended use.
- Basis: Suggested checking approach based on the task guidance. Complete the assessment for the actual tool, information and jurisdiction.

## Checks the lawyer makes

1. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
2. Verify every relied-on citation, figure and name against the source document.
3. The responsible lawyer approves the exact version before use.

## Sources

- [New Zealand Law Society: Generative AI guidance for lawyers](https://www.lawsociety.org.nz/professional-practice/rules-and-maintaining-professional-standards/generative-ai-guidance-for-lawyers/) (checked 2026-09-23)

## Forms and precedents for this task

| Form or precedent | Kind | AI level | Summary |
| --- | --- | --- | --- |
| [Separation and release agreement, with ADEA and OWBPA terms](https://ailawframework.com/precedents/employment-and-workplace-relations/us-separation-release-adea.md) | Agreement | Red | Separation agreement for a single employee or a group program, with the Older Workers Benefit Protection Act terms for a waiver of claims under the Age Discrimination in Employment Act.… |
| [Deed of settlement and release on termination of employment, with payment and tax treatment checklist](https://ailawframework.com/precedents/employment-and-workplace-relations/termination-settlement-deed-and-tax-checklist.md) | Deed | Yellow | A deed between an employer and a departing employee: agreed termination date, settlement payment, release of claims, confidentiality and non-disparagement, return of property, reference and… |

Signed-in accounts can read the full text of each one.

## Jurisdiction versions

| Jurisdiction | Level |
| --- | --- |
| [United States](https://ailawframework.com/practice/employment-and-workplace-relations/draft-a-without-prejudice-settlement-deed-and-tax-treatment-checklist-fo/united-states.md) | Yellow |

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*