Prepare the settlement deed for a tax dispute
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the agreed settlement terms, the assessments and the ATO’s model deed, populate the deed: the years and issues settled, the amounts of tax, penalty and interest, payment terms, treatment of future years and confidentiality, and list any term not yet agreed.
- What the lawyer must review
- The lawyer confirms every term matches the agreement reached, decides whether any departure from the model deed is needed, checks the figures, advises the client on the effect of the settlement on future years and objection rights, and settles the deed.
- 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 agreed settlement terms, the assessments and the ATO’s model deed, populate the deed: the years and issues settled, the amounts of tax, penalty and interest, payment terms, treatment of future years and confidentiality, and list any term not yet agreed. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
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 every figure against the agreed terms and the assessments.
- Confirm the treatment of future years is what the client agreed.
- Confirm the client’s authority to sign.
Sources
- ATO, Code of settlement · 2026-10-18
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.