---
title: "Prepare the annual tenement reporting and expenditure return"
url: "https://ailawframework.com/practice/energy-resources-and-mining/prepare-the-annual-tenement-reporting-and-expenditure-return"
type: "task"
site: "AI Law Framework"
id: "A13-X20260927-2"
practice_area: "Energy, Resources & Mining"
tier: "green"
lawyer_review: "required"
last_reviewed: "2026-10-22"
---

# Prepare the annual tenement reporting and expenditure return

> Map the holder's expenditure ledger and field activity records to the categories in the prescribed report, draft the report and the activity summary, and list every reported item that has no supporting source document.

Canonical page: https://ailawframework.com/practice/energy-resources-and-mining/prepare-the-annual-tenement-reporting-and-expenditure-return  
Last reviewed: 2026-10-22

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

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Energy, Resources & Mining](https://ailawframework.com/practice/energy-resources-and-mining.md) |
| Human involvement | Green: AI drafts, lawyer checks |
| How AI is used | Map the holder's expenditure ledger and field activity records to the categories in the prescribed report, draft the report and the activity summary, and list every reported item that has no supporting source document. |
| What the lawyer must review | The lawyer decides what is allowable expenditure on each tenement, whether combined or group reporting applies, and whether the reported work meets the tenement's conditions, before the return is lodged. |
| Written for / versions | 1 jurisdiction versions below |

## Checking plan

**Lawyer review required**

The responsible lawyer reviews the work against the instructions, sources and intended use.

- What the AI does: Map the holder's expenditure ledger and field activity records to the categories in the prescribed report, draft the report and the activity summary, and list every reported item that has no supporting source document.
- What the lawyer does: The lawyer decides what is allowable expenditure on each tenement, whether combined or group reporting applies, and whether the reported work meets the tenement's conditions, before the return is lodged.
- Who reviews: Responsible lawyer with competence in the matter
- Basis: Practical workflow informed by the linked primary sources; the traffic light and working checks are editorial guidance, not a court classification.
- Why: The level reflects what the work is, the consequence of an error, and how much of the output the lawyer must independently re-derive.

## Checks the lawyer makes

1. Confirm the instructions, the jurisdiction and the complete relevant material before starting.
2. The lawyer decides what is allowable expenditure on each tenement, whether combined or group reporting applies, and whether the reported work meets the tenement's conditions, before the return is lodged.
3. Check the output against the source documents named in it before it is relied on.

## Notes

- These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.

## Sources

- [https://www.wa.gov.au/organisation/department-of-mines-petroleum-and-exploration/operations-report-form-5-expenditure-mining-tenements](https://www.wa.gov.au/organisation/department-of-mines-petroleum-and-exploration/operations-report-form-5-expenditure-mining-tenements) (checked 2026-09-27)
- [https://www.legislation.wa.gov.au/legislation/statutes.nsf/RedirectURL?OpenAgent&query=gg2019_106.pdf](https://www.legislation.wa.gov.au/legislation/statutes.nsf/RedirectURL?OpenAgent&query=gg2019_106.pdf) (checked 2026-09-27)
- [https://energymining.sa.gov.au/industry/minerals-and-mining/exploration/exploration-reporting](https://energymining.sa.gov.au/industry/minerals-and-mining/exploration/exploration-reporting) (checked 2026-09-27)

## Forms and precedents for this task

| Form or precedent | Kind | AI level | Summary |
| --- | --- | --- | --- |
| [Tenement compliance calendar for a NSW mining authority (fees, levies, royalty, security and conditions)](https://ailawframework.com/precedents/energy-resources-and-mining/tenement-compliance-calendar-nsw.md) | Checklist | Green | Annual compliance calendar for a NSW exploration licence or mining lease: annual rental fee and administrative levy, royalty returns and payments, security deposit reviews, condition-based reporting… |

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

## Jurisdiction versions

| Jurisdiction | Level |
| --- | --- |
| [United States](https://ailawframework.com/practice/energy-resources-and-mining/prepare-the-annual-tenement-reporting-and-expenditure-return/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.*