Confirm each seller's New Zealand tax position for the sale
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Extract seller names and residency facts from the file into a list for the tax lawyer.
- What the lawyer must review
- Do not apply ATO foreign-resident capital-gains withholding
- Confirm the current Inland Revenue position
- Check whether an overseas buyer needs Overseas Investment Act consent
- Written for / version
- New Zealand versionNZ
Rules that apply
The document starts from the task name. Change it if this piece of work is different.
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes extracting and organising information. Confirm the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.