A partner with 50 years' experience reviews your file pack across three pillars — Compliance · ATO Watchlist · Tax-Saving misses — and returns a ranked findings register in markdown + Excel, with the action, evidence, ATO citation and estimated $ saving against each item.
Drop the workpaper plus everything supporting it — the more context, the deeper the review.
Completed CY workpaper from Active Workpapers / firm template
Xero Tax / XPM lodgement preview — drives the NTP reconciliation
Full pack incl. schedules — baseline for the 3-layer continuity check
Every line is walked against the workpaper
Payment summaries, dividend / bank / broker / rental statements, receipts, logbooks — any document format
Outlook emails (.msg/.eml), query logs — agent reconciles every WP query to a client response
These land on the Cover sheet. The year sets which rates & rules the partner applies — any financial year from FY2000 onward (incl. future years).