Prepare a sourced Australian tax research file

01 / WHAT TO TRY

Start with the right material.

Publisher description excerpt: “Use when researching an Australian tax question for a file note or draft advice: frame the question, verify…” Source ↗

Suggested preparation

• The research question, relevant period and known facts
• Permitted source documents and current primary-source access
• The qualified reviewer and the scope of the file note

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

The intended handover

A research file with source status, evidence gaps and questions for qualified review.

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

Source mentions: Excel, Word, PowerPoint. Actual integration access depends on your setup.

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-tax-research 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.