Prepare rental-property tax-return questions from the prior-year labels without filling figures the client has not given
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- List questions from the prior-year labels. Leave the figures blank.
- What the lawyer must review
- Do not accept a figure the client has not supplied. The agent checks the return before it is lodged.
- 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 | 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
- Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
- 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.