Tax Research & Documentation
This is a practical webinar that outlines a step-by-step approach to carrying out tax research and the process that should be followed.
Stream this recording multiple times at your convenience.
- $180.00 incl. GST
- PD hours: 1
Adopting a ‘best practice’ approach to undertaking and documenting tax research is a vital part of demonstrating reasonable care has been taken to ensure that taxation laws have been correctly applied to our clients’ circumstances.
It goes without saying, that clear and succinct written communication is equally vital in producing a quality tax research memorandum that will be properly understood and stand-up to robust technical scrutiny.
This webinar covers how to best use different sources of research material in an effective way and suggests an ordered approach that can be consistently adopted to achieve the desired outcome.
The webinar also provides guidance on the key elements of a tax research memorandum, including the content, structure and authoritative supporting material. In addition to demonstrating ‘reasonable care’, adopting the suggested processes and guidelines will assist in ensuring:
tax risk management and QA protocols are adhered to;
the true value of research is not ‘lost’; and
planning opportunities or the chance to provide detailed advice are not overlooked.