ACCOUNTING / FINANCE

Prepare an Australian tax-invoice review

A source-backed tax invoice review workflow for accounting. Review its inputs, setup and geographic limits before your first draft.

01 / WHAT TO TRY

Start with the right material.

Publisher description excerpt: “Use when checking Australian tax invoices, recipient-created tax invoices (RCTIs) or Peppol eInvoices before GST credits are claimed…” Source ↗

Suggested preparation

  • The relevant purchase and sales invoices
  • GST reporting context and permitted registration evidence
  • Approved supplier details, agreements and the responsible reviewer

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

The intended handover

An invoice review workpaper with evidence gaps and reconciliation questions.

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.
Publisher installation notes ↗

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.

Platform-by-platform setup guide →

04 / YOUR FIRST DRAFT

A prompt to make your own.

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

Use tax-invoice-review 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.
Download prompt ↓

Before you rely on the output

Australian tax, BAS, payroll and reporting work needs current primary-source checks and review by the appropriate qualified practitioner. Do not lodge, decide tax treatment, or post entries from an AI draft.