Tax Compass
Audit assurance

Advise with confidence, and stand behind it

The hardest part of complex advice is not reaching a view — it is defending it if the ATO asks. When a position has been verified by a Tax Compass lawyer, we do not walk away from it. Forward the ATO letter and a named tax lawyer takes it from there, at no additional cost.

app.taxcompass.com.au / audit-assurance

Audit Assurance

Manage client enrolment in Audit Assurance. Enrolled clients receive audit support coverage.

Xero Connected

12

Total Clients

4

Active

2

Invoice Sent

4

Not Enrolled

2

Lapsed

Search clients…AllOpted InOpted OutPendingNot SetExport CSVEnrol All Eligible (6)
ClientABN NumberStatusUpdatedAction
HAHarrington & Associates Pty Ltd83 914 571 673Opted InToday
LJLeo Johnson Consulting51 824 753 556Opted In3 days ago
SBSarah Blake Enterprises42 109 845 231Pending1 week ago
MCMeridian Capital Group67 390 112 864Opted Out1 week ago
LHLakeview Holdings Trust19 765 432 187Not Set2 weeks ago
TAThornton Advisory Services29 456 789 341Opted Out2 weeks ago
PRPacific Rim Exports Pty Ltd74 222 333 555Opted In3 weeks ago
WFWestfield Family Trust36 918 273 645Not Set1 month ago
Day 1

Named lawyer assigned

$0

Extra cost when used

Full

Written technical reasoning

7 yrs

Verified record retention

How it works

From ATO letter to closing outcome

Six steps. You are never asked to lodge a claim, prove entitlement, or explain the position from scratch.

01The moment it lands

Tell us the ATO has been in touch

Forward the letter, review notice or officer's email into the same chat where the position was verified. There is no claim form and no assessor. Because the original reasoning is already on file, we are not starting from a blank page.

app.taxcompass.com.au / audit-assurance

Audit Assurance

Manage client enrolment in Audit Assurance. Enrolled clients receive audit support coverage.

Xero Connected

12

Total Clients

4

Active

2

Invoice Sent

4

Not Enrolled

2

Lapsed

Search clients…AllOpted InOpted OutPendingNot SetExport CSVEnrol All Eligible (6)
ClientABN NumberStatusUpdatedAction
HAHarrington & Associates Pty Ltd83 914 571 673Opted InToday
LJLeo Johnson Consulting51 824 753 556Opted In3 days ago
SBSarah Blake Enterprises42 109 845 231Pending1 week ago
MCMeridian Capital Group67 390 112 864Opted Out1 week ago
LHLakeview Holdings Trust19 765 432 187Not Set2 weeks ago
TAThornton Advisory Services29 456 789 341Opted Out2 weeks ago
PRPacific Rim Exports Pty Ltd74 222 333 555Opted In3 weeks ago
WFWestfield Family Trust36 918 273 645Not Set1 month ago
02Within one business day

A named lawyer picks it up

The tax lawyer who verified the position — or a colleague briefed on the file — is assigned to you and stays with the matter to the end. You deal with one person, not a queue, and you always know who that person is.

app.taxcompass.com.au / audit-assurance

Harrington & Associates Pty Ltd

Active

ABN 51 824 307 196

Add Research Order a Document Update Status

Annual Fee

$1,200

Coverage Start

Jan 15, 2025

Assigned Accountant

Sarah Blake

Last Activity

2 hours ago

OverviewResearch4Documents4Activity History7

Engagement Summary

Total Research Queries

4

Documents

4

Avg. Confidence

85%

Recent Research

View all

FBT implications for client entertainment expenses at company retreat

Mar 4, 2026 • Verified by Patricia Morrison

88%Verified

CGT rollover relief for partnership restructure

Mar 2, 2026 • Verified by David Chen

91%Verified

Deductibility of legal fees for commercial lease dispute

Feb 28, 2026

76%Under Review
03Before you reply

We read the request and set the strategy

We work out what the ATO is really asking, what they are entitled to see, and what should not be volunteered. You get a short plain-English brief: what to send, what to say, what to hold, and the realistic range of outcomes.

app.taxcompass.com.au / audit-assurance

Harrington & Associates Pty Ltd

Active

ABN 51 824 307 196

Add Research Order a Document Update Status
OverviewResearch4Documents4Activity History7

All Research Queries

+ New Research

FBT implications for client entertainment expenses at company retreat

Mar 4, 2026 • Verified by Patricia Morrison

88%Verified

CGT rollover relief for partnership restructure

Mar 2, 2026 • Verified by David Chen

91%Verified

Deductibility of legal fees for commercial lease dispute

Feb 28, 2026

76%Under Review

GST treatment of mixed supply arrangements

Feb 25, 2026 • Verified by Patricia Morrison

84%Verified
04Drafted for you

The response is written by a lawyer

Replies to information requests, position papers and technical submissions are drafted on our side, with legislation, rulings and case law cited. You review and send it under your letterhead, or we correspond directly with the ATO.

app.taxcompass.com.au / audit-assurance

Harrington & Associates Pty Ltd

Active

ABN 51 824 307 196

Add Research Order a Document Update Status
OverviewResearch4Documents4Activity History7

All Documents

+ Request Document

FBT Return 2025

Mar 3, 2026

RequestedPending

Partnership Agreement (Amended)

Mar 2, 2026 • 2.4 MB

UploadedReceived Download

Tax Opinion - CGT Rollover

Mar 2, 2026 • 156 KB

GeneratedAvailable Download

Commercial Lease Agreement

Feb 28, 2026 • 1.1 MB

GeneratedAvailable Download
05If it escalates

Objections, rulings and settlement

If an amended assessment issues, we prepare the objection. Where the position is better resolved up front, we prepare a private ruling application instead. Interest and penalty remission is argued as part of the same work.

app.taxcompass.com.au / audit-assurance

Harrington & Associates Pty Ltd

Active

ABN 51 824 307 196

Add Research Order a Document Update Status
OverviewResearch4Documents4Activity History7

Activity Timeline

Research verified by Patricia Morrison

2 hours ago • Patricia Morrison

Tax opinion document generated

1 day ago

Partnership agreement uploaded

1 day ago • Sarah Blake

New research query submitted

3 days ago • Sarah Blake

CGT rollover research verified

3 days ago • David Chen

Coverage activated - payment received

7 days ago

Invoice paid: $1,200.00

7 days ago

06After it closes

Closure, and the lesson written down

You receive a closing note recording the outcome and the reasoning that carried it. Where the ATO's view has shifted, that shift is written back into the platform so the next answer reflects it.

app.taxcompass.com.au / audit-assurance

Harrington & Associates Pty Ltd

Active

ABN 51 824 307 196

Add Research Update Status
OverviewResearch4Documents4Activity History7

Activity Timeline

Research verified by Patricia Morrison

2 hours ago • Patricia Morrison

Tax opinion document generated

1 day ago

Partnership agreement uploaded

1 day ago • Sarah Blake

New research query submitted

3 days ago • Sarah Blake

CGT rollover research verified

3 days ago • David Chen

Coverage activated - payment received

7 days ago

Invoice paid: $1,200.00

7 days ago

Update Client Status

Update the Audit Assurance status for Harrington & Associates Pty Ltd. This will be recorded in the activity timeline.

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Add any relevant notes about this status change…

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What makes it different

Support that behaves like a colleague

Most protection in this market is an insurance product. This is a lawyer who already knows your matter.

It attaches to the position, not a policy

This is not insurance with an excess, an annual cap or an assessor deciding whether to accept your claim. If a Tax Compass lawyer verified the position, the support follows it automatically.

The lawyer already knows the file

The reasoning, the client's facts and the authority relied on were recorded at the time of advice. Nobody has to reconstruct your thinking months later from an email chain.

No hourly meter running

Support is included in your plan. You will never hesitate to pick up the phone because you are worried about what the conversation costs.

Contemporaneous evidence of reasonable care

A dated, lawyer-reviewed record made before lodgement is the strongest thing you can hold when arguing penalty remission. It is created as a by-product of using the platform.

What is covered

Protection that follows the position, not the plan

Everything the ATO is likely to put in front of you, and the documents needed to answer it properly.

ATO reviews and audits

Risk reviews, specific-issue reviews, comprehensive audits and data-matching enquiries. Lawyer support from the first contact through to the closing letter.

Written position papers

The technical reasoning behind your advice, set out formally with legislation, rulings and authority cited — the document an ATO officer expects to see.

Information requests

We tell you what must be produced, what is out of scope, and what is privileged, then draft the covering response so nothing is over-disclosed.

Objections and appeals

Full objection drafting where an assessment is amended, including the merits assessment before you commit, and guidance on next steps if it proceeds further.

Private rulings

Where certainty matters more than argument, we draft and lodge the private ruling application and manage the ATO's follow-up questions.

Penalties and interest

Submissions for remission of shortfall penalties and general interest charge, arguing reasonable care and reliance on professional advice.

Documented audit trail

Every verified conversation is retained with its citations, timestamp, confidence rating and the reviewing lawyer's name for seven years.

Client-facing explanations

A plain-English note you can pass to your client explaining what the ATO has asked and what happens next, so you are not translating on the fly.

Scope

Clear about what is in and out

No fine print worth hiding. This is the whole boundary.

Included

Covered automatically on any verified position

  • Positions verified by a Tax Compass lawyer before lodgement
  • ATO contact about that verified position, at any time
  • Reviews, audits, information requests and interviews
  • Position papers, objections and private ruling applications
  • Penalty and interest remission submissions
  • Follow-up questions from you or your client throughout

Not included

Outside the boundary — quoted separately if needed

  • Answers you never sent for lawyer verification
  • Positions taken against the advice we gave
  • Facts that were materially different from those disclosed to us
  • The tax, penalties or interest themselves — this is support, not indemnity
  • Unrelated matters such as audits of other years or other issues
  • Court or tribunal representation, which we scope separately
Response times

What happens, and how quickly

  1. Day 0

    You forward the ATO contact

    Drop the letter, notice or officer's email into the same chat where the position was verified.

  2. Day 1

    A named lawyer is assigned

    The lawyer who verified the position picks it up and has already read the file.

  3. Day 2–3

    Strategy brief and response plan

    What to send, what to hold, what to say — with the realistic range of outcomes.

  4. Before the deadline

    The written response goes out

    Drafted with legislation and authority cited, reviewed, then sent under your letterhead or ours.

  5. Through to close

    Followed to the outcome

    Follow-up questions, escalation and the closing note are all handled on our side.

Questions

Before you rely on it

Is this insurance?

No. There is no premium, excess or claims process, and it does not pay the tax, penalties or interest. It is legal support: a tax lawyer stands behind the position they verified and does the work of defending it with you.

What makes a position 'verified'?

You send an answer for review inside the platform. A tax lawyer checks the reasoning and the authority against your client's facts, amends it if needed, and signs it off. That signed-off answer, with its citations and timestamp, is the verified position.

Who talks to the ATO — us or you?

Your choice. Most firms prefer to stay the client's point of contact and send our drafted responses under their own letterhead. If you would rather we correspond directly, we can be authorised to do so.

What if the ATO contacts us years later?

Verified records are retained for seven years with their full reasoning, so a review long after lodgement is handled the same way as one that arrives next week.

Does using this create a conflict with my client?

No. You remain the adviser and the client relationship is yours. We act behind you on the technical position, and anything client-facing is written for you to pass on.

What does it cost when we actually use it?

Nothing extra. Audit Assurance is included with Firm and Professional plans, and support on a verified position does not draw down a separate budget.

Ready to remove the risk from complex advice?

Audit Assurance is included with Firm and Professional plans.