Draft responses to an ATO information request from the client's records
Source basis. Area-specific sources in links; vendor pages marked (vendor).
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- Draft answers mapped to each request item.
- What the lawyer must review
- Lawyer settles all answers; accuracy duties to the ATO apply.
- Written for / version
- Written for AustraliaUS
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | Supporting preparation only. Limit any support to organising, indexing or comparing the source material. Confirm the tool’s capability and permitted scope. The tool writes nothing into the document. Substantive advice, judgement and any restricted content remain with the responsible human. |
| Lawyer | Perform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use. |
Checklist
- 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.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| ATO audit or review: document production index and legal professional privilege schedule (ATO LPP Protocol particulars) | Form | AI use Yellow | Two working schedules for answering an ATO audit, review or formal notice: a production index for documents given to the ATO, and a privilege schedule with the particulars the ATO LPP Protocol recommends (para 38), plus the privilege review steps before anything is produced. |
Signed-in accounts can read the full text of each one. All precedents.