# taxcode.au Use Cases

> Source-grounded Australian tax research workflows for advisers and AI agents.

taxcode.au is for research workflows where AI output must stay tied to
legislation, rulings, guidance, cases, source gaps, and professional review.

## Core Use Cases

### Strategy Memos

Explore provisions, concessions, timing, elections, thresholds, exclusions, and
integrity risks before drafting advice.

### File Notes

Pull source-backed extracts and issue lists that can be reviewed by a senior
practitioner before they reach a client file.

### Scenario Testing

Compare client fact patterns against current source material while keeping
jurisdiction and date context visible.

## Research Questions That Fit

- Which provisions and ATO materials govern this issue?
- What source-backed risks should be checked before recommending a structure?
- Which concessions, exclusions, offsets, or elections may be relevant?
- What anti-avoidance or integrity rules should be reviewed?
- Which source gaps or date limits affect confidence in the answer?

## Example Prompts

```text
Use taxcode.au to map the source-backed issues for a Division 7A loan repayment
timing question. Include compliance risks and source dates.
```

```text
Use taxcode.au to identify current small business CGT concession pathways, then
list anti-avoidance and eligibility checks for review.
```

```text
Use taxcode.au to find payroll tax guidance for contractor arrangements in NSW
and flag jurisdiction or source gaps.
```

## Generated Research Guides

- [Division 7A research workflow](https://taxcode.au/guides/division-7a-research/):
  source-grounded prompt pattern, research packet shape, and review checklist
  for AI-assisted Division 7A questions.

## Professional Guardrails

taxcode.au is built for research support. It should make source discovery faster
and more auditable, but it does not replace professional judgment, client fact
verification, or final advice review.

- Confirm dates, jurisdictions, and source status.
- Review legislation and official guidance before relying on the output.
- Ask explicitly for anti-avoidance and integrity checks on strategy questions.
- Record unresolved source gaps in the workpaper or file note.

## Setup

- [Claude setup guide](https://taxcode.au/claude/)
- [ChatGPT setup guide](https://taxcode.au/chatgpt/)
- [Corpus snapshot](https://taxcode.au/#corpus)