Prepare an Australian client-acceptance review

01 / WHAT TO TRY

Start with the right material.

Publisher description excerpt: “Use when preparing an Australian accounting practice's acceptance or continuance review and engagement terms for a new client,…” Source ↗

Suggested preparation

• Client and entity information you are authorised to use
• The proposed engagement scope and practice acceptance criteria
• The authorised practitioner who will make the acceptance decision

These are Fieldwork’s preparation notes. Follow the source’s full input checklist for the specific task.

The intended handover

An evidence and questions pack for the responsible practitioner’s acceptance decision.

This is a source-inspected starting point. Fieldwork has not run-tested this skill or measured time savings.

02 / CHECK THE FIT

Your platform. Your context.

Platforms

Claude · Codex · ChatGPT

Publisher documents Claude Code and Codex/Agent Skills setup. Product-specific tools and supporting files still need configuration. ChatGPT is a manual instruction/prompt adaptation only; no native plugin installation or publisher-tested ChatGPT execution is claimed.

Australian and worldwide use

Australian preparation or forecasting context. Check the period and state/territory, and have a qualified person validate current rules. Source inspection does not validate tax calculations.

Setup type: Instruction-led

No named business app was detected in the inspected instructions.

Dependencies

• Instruction-led workflow. Preserve any references bundled beside SKILL.md.

Public instructions do not imply free access to Claude, ChatGPT, paid apps, API usage or generation services.

03 / SET IT UP

Keep the complete workflow.

1. Review the linked source and the publisher’s current README before installing.
2. Download or install the complete plugin/skill folder, preserving references and scripts. Do not paste a terminal command intended for another app.
3. Use the setup path for the platform you actually have; configure only the required apps and permissions.
4. Start with a permitted sample and the starter prompt. Check the first result against your own normal review process.

Reviewed file is pinned to the development snapshot. The README distinguishes the 65-skill published v0.3.1 release from the 67-skill development branch. Choose the release or snapshot deliberately; publisher-reported checks are not independent field testing.

Replace the brackets and supply the required inputs. This prompt is Fieldwork’s example, not a tested guarantee or a replacement for installation.

Use au-client-acceptance for [business task]. Our business is in [country and state/territory], our currency is [currency], and the intended reader is [audience]. Use only the attached authorised inputs and approved policies. First identify missing information and unavailable tools. Prepare a draft for human review; cite the supplied evidence, separate assumptions, and do not send, publish, lodge, purchase or change records.