Draft tax appeal or review submissions
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Under the lawyer's direction the tool works up and revises the contentions in the appeal statement or statement of facts, issues and contentions from the objection decision's reasons, the grounds stated in the objection and the documents in the evidence index, tying each contention to a stated ground and a listed document and flagging any contention that travels outside the objection grounds or has no document behind it; the lawyer settles every contention and its authorities. The tool writes no part of the affidavits, witness statements or expert reports filed in the appeal — no draft, no scaffold, no suggested paragraphs — and AI use in anything filed is disclosed as the tribunal's and the court's practice notes require.
- What the lawyer must review
- The lawyer writes every ground and contention, then checks their own draft against the objection itself: whether each ground was stated there or requires leave to raise, how the onus of showing the assessment is excessive is discharged on each ground, and whether each asserted fact is provable from evidence the client can actually put on. The lawyer independently confirms the forum, the Part IVC filing period running from service of the objection decision, and the Court's or Tribunal's requirements for the statement as filed.
- 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 | Potential support includes organising research leads and 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
- Check the current court or regulator requirements, prescribed form and attachments for the intended document and filing.
- 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.