---
title: "List the contract facts needed before a transfer tax is worked out"
url: "https://ailawframework.com/practice/residential-conveyancing-and-property/prepare-the-transfer-duty-calculation-inputs-and-lodgement-or-filing-che/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A9-T1-R5-US"
practice_area: "Residential Conveyancing & Property"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# List the contract facts needed before a transfer tax is worked out

> List the price, the contract date, the parties, and the land description the contract states. Do not calculate a tax and do not state a rate.

Canonical page: https://ailawframework.com/practice/residential-conveyancing-and-property/prepare-the-transfer-duty-calculation-inputs-and-lodgement-or-filing-che/united-states  
Last reviewed: 2026-10-22

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

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Residential Conveyancing & Property](https://ailawframework.com/practice/residential-conveyancing-and-property.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | List the price, the contract date, the parties, and the land description the contract states. Do not calculate a tax and do not state a rate. |
| What the lawyer must review | You work out any tax, from the statute of the state where the land is. No state transfer-tax rate was opened, so a figure in the output would be a contention without a source. Comment 8 to Rule 1.1 and Formal Opinion 512 require you to check the tool against the current statute. Section 1445 withholding, if the seller is a foreign person, is a different amount and is not a transfer tax. Model Rule 1.4(b) applies to what you tell the client about the figure you later calculate. |
| Written for | United States |
| Applies to | [Prepare the transfer-duty calculation inputs and lodgement or filing checklist](https://ailawframework.com/practice/residential-conveyancing-and-property/prepare-the-transfer-duty-calculation-inputs-and-lodgement-or-filing-che.md) |

## Checking plan

- What the AI does: List the price, the contract date, the parties, and the land description the contract states. Do not calculate a tax and do not state a rate.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- Do not reuse an Australian duty scale. It is not a United States rate.
- The IRS withholding page is not a transfer-tax calculator.

## Sources

- [ABA Model Rule 1.1, Comment 8 (competence includes technology)](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_1_competence/comment_on_rule_1_1/) (checked 2026-10-22)
- [ABA Formal Opinion 512, Generative Artificial Intelligence Tools (29 July 2024)](https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf) (checked 2026-10-22)
- [26 U.S.C. § 1445 (FIRPTA withholding)](https://www.law.cornell.edu/uscode/text/26/1445) (checked 2026-10-22)

## Forms and precedents for this task

| Form or precedent | Kind | AI level | Summary |
| --- | --- | --- | --- |
| [Transfer of land: registry forms and completion guide (NSW 01T, with Vic, Qld, WA and SA versions)](https://ailawframework.com/precedents/residential-conveyancing-and-property/form-transfer-of-land.md) | Form | Yellow | Links to each registry's current transfer form and instructions, with a guide to the particulars that must match the title, choosing the right transfer variant, duty, the notice of sale, and when… |
| [Victorian foreign purchaser additional duty worksheet](https://ailawframework.com/precedents/residential-conveyancing-and-property/vic-foreign-purchaser-additional-duty.md) | Checklist | Yellow | A worksheet for whether Victorian foreign purchaser additional duty applies, at the 8 per cent rate the State Revenue Office states for arrangements on or after 1 July 2019, and how it is added to… |
| [Notice of sale (NSW) and property transfer information (Qld Form 24): what the registry needs with a transfer](https://ailawframework.com/precedents/residential-conveyancing-and-property/form-notice-of-sale.md) | Form | Yellow | Links to the NSW electronic notice of sale and annexure form and the Queensland Forms 1 and 24, with a guide to when the notice is required, which panels must be completed, and how the details must… |

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

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