Map taxing points for an employee share or option plan
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the plan rules and offer documents, list grant, vesting, exercise and disposal events with a candidate taxing point and reporting obligation on each row.
- What the lawyer must review
- Confirm the plan actually meets any concession conditions
- Check you have not mixed up the start-up and deferred regimes
- Written for / version
- Cth
Open a jurisdiction version of this task to see which instruments apply.
Who does what
| Role | What they do |
|---|---|
| Assistance | Consider narrowly defined preparation support after confirming 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
- Confirm that the wording reflects the client’s instructions and contains no unintended admission, concession or commitment. Check the recipient and tone.
- 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.