Prepare the taxpayer’s witness statements for a tax review in the tribunal
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- Index the objection decision, the documents the Commissioner gives the Tribunal and the taxpayer’s records, and build a strictly tabular, source-tagged schedule of the transactions and dates in issue that the lawyer uses when taking each witness’s account. The tool writes nothing in any witness statement and builds no outline for one.
- What the lawyer must review
- The lawyer takes each witness’s account in the witness’s own words, decides which witnesses to call, settles the statements with them, checks each document referred to, and makes sure each witness will be available for cross-examination.
- 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 | Supporting preparation only. Index the objection decision, the documents the Commissioner gives the Tribunal and the taxpayer’s records, and build a strictly tabular, source-tagged schedule of the transactions and dates in issue that the lawyer uses when taking each witness’s account. The tool writes nothing in any witness statement and builds no outline for one. The tool writes nothing into the document. Substantive advice, judgement and any restricted content remain with the responsible human. |
| Lawyer | Perform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use. |
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.
- Confirm the schedule is strictly tabular and drawn from documents, not from any witness’s account.
- Confirm no tool wording is in any statement.
- Check the lodgement dates in the Tribunal’s directions for the matter.
Sources
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.