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Tax Law prompts for Australian lawyers

These prompts are designed for AU tax practitioners handling income tax, CGT, GST, international tax, and ATO objections and appeals. Copy any prompt, replace placeholders with your matter facts, and run it.

In short

A curated library of 25 AI prompts for Australian tax lawyers. Each prompt is grounded in the Income Tax Assessment Acts, GST Act, and current AAT/ART and Federal Court tax authority. Use them with Quillio for tax advice, structuring, and ATO disputes.

Run these prompts on your matters — free trial
Research

Research prompts (5)

Research Part IVA application

Prompt

Research the current application of Part IVA of the ITAA 1936 to [scheme type]. Cover the dominant purpose test, the eight factors in section 177D, and recent Federal Court authority.

Example use: Assessing Part IVA risk on a proposed restructure involving stapled structures.

Research CGT small business concessions

Prompt

Research the current eligibility requirements for the CGT small business concessions in Division 152. Cover the basic conditions and each of the four concessions.

Example use: Advising a business owner on the sale of their trading business for $3.5M.

Research Division 7A compliance

Prompt

Research the current application of Division 7A to [transaction type]. Cover deemed dividends, complying loans, and the unpaid present entitlement treatment.

Example use: A family trust owing beneficial amounts to a corporate beneficiary.

Research GST on property transactions

Prompt

Research the current GST treatment of [property transaction type]. Cover the margin scheme, going concern exemption, and the GST withholding regime for residential premises.

Example use: A developer selling new residential premises off the plan.

Research residency for tax purposes

Prompt

Research the current approach to individual tax residency, including the ordinary concepts test, domicile test, and 183-day test. Cite recent appellate authority on Harding and subsequent cases.

Example use: Advising a client working overseas on long-term assignment on their Australian tax residency.
Drafting

Drafting prompts (5)

Draft a private ruling application

Prompt

Draft a private ruling application to the ATO on [issue]. Scheme facts: [details]. Questions: [details]. Structure with facts, questions, and arguments with authority.

Example use: Seeking a ruling on whether a proposed restructure triggers CGT event A1 or qualifies for rollover.

Draft an objection to an ATO assessment

Prompt

Draft a formal objection to an ATO assessment under Part IVC of the Taxation Administration Act. Taxpayer: [details]. Assessment: [details]. Grounds: [details].

Example use: Objecting to an amended assessment imposing Part IVA penalties.

Draft a tax opinion memo

Prompt

Draft a tax opinion on [issue]. Facts: [details]. Structure: executive summary, facts, applicable law, analysis, conclusion, and assumptions/caveats.

Example use: An opinion on whether a proposed demerger qualifies for roll-over relief under Division 125.

Draft a voluntary disclosure letter

Prompt

Draft a voluntary disclosure letter to the ATO for [issue]. Taxpayer: [details]. Period: [details]. Amounts involved: [details]. Request penalty reduction under PS LA 2011/30.

Example use: A taxpayer who has identified unreported foreign income over 3 years and wants to come forward.

Draft a trust distribution resolution

Prompt

Draft a trustee resolution distributing trust income for the year ended 30 June [year]. Trust: [details]. Beneficiaries: [details]. Include specific entitlements with reference to trust deed powers.

Example use: A family trust distributing income to adult children and a corporate beneficiary at year-end.
Review

Review prompts (5)

Review a position paper from the ATO

Prompt

Review this ATO position paper. Identify the key factual and legal issues, the ATO's analysis, and the strongest grounds for response.

Example use: A position paper issued at the end of an audit proposing significant adjustments.

Review a trust deed for stream

Prompt

Review this trust deed for the trustee's power to stream capital gains and franked dividends under the current law. Identify any drafting gaps that affect streaming.

Example use: A discretionary trust deed drafted in 2005 that may not support modern streaming provisions.

Review a company constitution for tax

Prompt

Review this company constitution for tax-sensitive provisions, including dividend powers, share cancellation rights, and any provisions affecting franking.

Example use: Due diligence on a target company as part of an acquisition.

Review an R&D tax claim

Prompt

Review this R&D tax offset claim. Check whether the activities meet the core/supporting activity definitions and whether the expenditure is correctly characterised.

Example use: A software company claiming R&D tax offset on development of a new product.

Review a transfer pricing analysis

Prompt

Review this transfer pricing benchmarking study for related-party transactions. Assess the choice of method, comparables, and alignment with Australia's transfer pricing rules in Division 815.

Example use: A multinational group's benchmarking study for inbound management services.
Client comms

Client comms prompts (5)

Explain a tax audit process

Prompt

Draft a plain-English explanation of the ATO audit process, including typical stages, information requests, and the client's rights and obligations.

Example use: A client who has just received an audit commencement letter from the ATO.

Explain CGT on a sale

Prompt

Draft a plain-English explanation of the CGT consequences of [sale], including the 50% discount, any small business concessions, and the timing rules.

Example use: A client selling a long-held investment property.

Explain GST registration obligations

Prompt

Draft a plain-English explanation of when a business must register for GST, what registration involves, and the BAS reporting obligations.

Example use: A sole trader approaching the $75,000 turnover threshold.

Explain Division 7A implications

Prompt

Draft a plain-English letter explaining the Division 7A implications of [arrangement], including the deemed dividend risk and how to manage it.

Example use: A client whose family company has made loans to the director over several years.

Explain ATO objection process

Prompt

Draft a plain-English explanation of the ATO objection process, including timeframes, review rights, and likely outcomes.

Example use: A client wanting to challenge an unexpected amended assessment.
Strategy

Strategy prompts (5)

Strategy for an ATO dispute

Prompt

Develop a dispute strategy for this ATO matter. Facts: [details]. Consider the objection, settlement, and litigation pathways, and the risk of penalties.

Example use: A taxpayer facing a $2M Part IVA adjustment following an audit.

Strategy for a restructure

Prompt

Develop a restructuring strategy for [client circumstances]. Consider CGT rollover relief, stamp duty, GST, and any Part IVA risk.

Example use: Restructuring a family business from sole trader to a discretionary trust with corporate trustee.

Strategy for a CGT event planning

Prompt

Develop a tax planning strategy for [CGT event]. Consider timing, small business concessions, rollovers, and the 15-year exemption.

Example use: A business owner planning to sell their business in the next 12 months.

Strategy for international structuring

Prompt

Develop a tax structuring strategy for [international transaction]. Consider CFC rules, thin capitalisation, transfer pricing, and residency issues.

Example use: An Australian tech company setting up a US subsidiary for a capital raise.

Strategy for a voluntary disclosure

Prompt

Develop a strategy for a voluntary disclosure. Facts: [details]. Consider penalty reduction, shortfall interest, and the timing of disclosure.

Example use: A client who has realised they have unreported crypto gains over multiple years.
Use with Quillio

Run these prompts grounded in AU law

Quillio is built for Australian tax practice — every research output cites current legislation, ATO rulings, and appellate authority. See /practice-areas/tax-lawyers for details, or start a free trial at /free-trial to use these prompts on your own matters.

These prompts are templates — always verify outputs against source material and current legislation before relying on them in client matters.

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