Diarise the amendment period for each assessment on the file
Key facts
- Human involvement
- GreenLawyer review
- How AI is used
- From the notices of assessment, the client’s entity type and turnover for each year, populate the validated diary with each income year, the period of review start date and the last day for an amendment request, and flag years whose period is about to end.
- What the lawyer must review
- The lawyer confirms the entity’s classification for each year and any exception that extends or removes the time limit, and decides whether an amendment request should be lodged before the period ends.
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | From the notices of assessment, the client’s entity type and turnover for each year, populate the validated diary with each income year, the period of review start date and the last day for an amendment request, and flag years whose period is about to end. |
| Lawyer | The lawyer confirms the entity’s classification for each year and any exception that extends or removes the time limit, and decides whether an amendment request should be lodged before the period ends. |
Checklist
- Confirm client tax file numbers, ATO correspondence and financial records go only into a tool approved for client tax data, and that privileged advice is not uploaded where privilege could be lost.
- Check each notice date against the notice itself.
- Confirm the entity’s classification for each year.
- Check exceptions (fraud or evasion, specific provisions) before relying on a closed period.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Amendment period diary for an individual or a sole trader | Checklist | AI use Yellow | A diary of the amendment period the Australian Taxation Office states for an individual, generally two years, and for a sole trader, two or four years depending on the income year. |
Signed-in accounts can read the full text of each one. All precedents.
Sources
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.