---
title: "Prepare the settlement deed for a tax dispute"
url: "https://ailawframework.com/practice/taxation/prepare-the-settlement-deed-for-a-tax-dispute"
type: "task"
site: "AI Law Framework"
id: "A26-X20261018-5"
practice_area: "Taxation"
tier: "yellow"
lawyer_review: "required"
last_reviewed: "2026-10-22"
---

# Prepare the settlement deed for a tax dispute

> 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…

Canonical page: https://ailawframework.com/practice/taxation/prepare-the-settlement-deed-for-a-tax-dispute  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Taxation](https://ailawframework.com/practice/taxation.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| 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 / versions | 1 jurisdiction versions below |

## Checking plan

**Line-by-line review**

Review the complete output at the level of each line, paragraph or clause; check facts, meaning and omissions.

- What the AI does: 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 does: 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.
- Who reviews: Responsible lawyer with competence in the matter
- Basis: Practical workflow informed by the linked primary sources; the traffic light and working checks are editorial guidance, not a court classification.
- Why: The level reflects what the work is, the consequence of an error, and how much of the output the lawyer must independently re-derive.

## Checks the lawyer makes

1. 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.
2. Check every figure against the agreed terms and the assessments.
3. Confirm the treatment of future years is what the client agreed.
4. Confirm the client’s authority to sign.

## Notes

- 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.

## Sources

- [ATO, Code of settlement](https://www.ato.gov.au/individuals-and-families/your-tax-return/if-you-disagree-with-an-ato-decision/settlement/code-of-settlement) (checked 2026-10-18)

## Jurisdiction versions

| Jurisdiction | Level |
| --- | --- |
| [United States](https://ailawframework.com/practice/taxation/prepare-the-settlement-deed-for-a-tax-dispute/united-states.md) | Red |

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*