Business & Commercial
Tax legal advice can concern a transaction, an assessment, a review, an audit or a dispute over obligations. The tax type, entity, period and decision are the starting points. Federal taxes and state duties or other state taxes can involve different authorities.
General information only — not legal advice. This Australian overview is not a statement of every state or territory’s law. Check the jurisdiction and current requirements with an appropriately qualified adviser.
Preparing a return, providing financial advice and challenging a decision are different services. Ask how the lawyer will work with an accountant or tax agent and which notices need prompt attention. Do not assume that an enquiry or objection changes payment or other obligations.
Organise the following material you already lawfully hold. This is a preparation list, not a complete evidentiary requirement. Ask the verified adviser what they need and how to send it securely.
Keep originals and dates intact. Use a short initial enquiry for a conflict and suitability check before sending sensitive documents.
Which decision or transaction is being assessed, and how will legal and accounting advice be coordinated?
Ask the adviser to explain the assumptions behind the answer, any missing information and what would change the proposed next step. You can request an initial assessment without assuming that full representation is included.
Use the topic-specific question above to agree on the purpose of the meeting. Ask whether the appointment includes document review, advice on options, a written summary or any further action. Confirm responsibility for dates and lodgement rather than assuming an enquiry transfers that responsibility.
Compare the defined work and exclusions, not just the initial price. Ask about GST, third-party expenses, later stages and what happens if the scope changes. Our legal fees guide explains useful questions, and the comparison worksheet helps record proposals.
Explain what happened and the outcome you want in ordinary language. Mention related decisions, notices and existing proceedings. The adviser can assess the appropriate scope and whether a referral is needed. Explore the Business & Commercial category for connected issues.
Mention connected issues when you enquire. One engagement may not cover every part of your situation.
Use these primary resources for background and current pathways. A state-specific resource is an example for that jurisdiction, not a rule for all Australia. Broad regulator and tribunal links do not establish your eligibility or a legal entitlement.
Federal tax administration; state taxes have separate revenue authorities.
Specified Commonwealth decisions; not all decisions are reviewable by the ART.
Our document lists, questions and examples are original editorial preparation prompts. Follow the relevant authority for current requirements and seek individual advice before acting.
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