Acting for you when the ATO opens a review or audit — managing the information requests, assembling the evidence and handling the correspondence.
An ATO audit or review is a structured process, and how it is handled in the first fortnight tends to shape how it ends. The instinct to answer quickly and completely is understandable but not always helpful: responses that go beyond what was asked can widen the scope, and responses assembled in a rush frequently contain inconsistencies that then have to be explained.
The work here is representation. That means reading what the ATO has actually asked for and what it is examining, assembling evidence that supports the position taken, presenting it in an organised form, and managing the correspondence so the business is not reacting to each letter in isolation. It also means being honest internally about where a position is strong and where it is not, because a defensible outcome depends on knowing the difference early.
Businesses under review. Where the ATO has commenced a review or audit and there is real uncertainty about what it involves.
Individuals facing a query. Where deductions, rental claims or a capital gain are being examined and the substantiation needs to be assembled properly.
Anyone who has received a formal request. Where a written information request has arrived with a deadline attached and the response needs to be right.
What the ATO has asked, what it has already been told, and what the underlying records actually show.
A frank internal view of the strengths and weaknesses, so strategy is based on reality rather than hope.
A complete, organised, on-time response to what was asked, with the supporting evidence assembled behind it.
Managing the correspondence to conclusion and explaining the findings and the practical options that follow.
This applies where a position already taken is being examined. If the issue is instead that lodgements are outstanding or a debt needs a payment arrangement, that is ATO compliance and lodgement support. Where an audit concludes that returns need amending, the amendments themselves run through taxation services.
Tell us what you need and we’ll let you know whether we can help, what it involves and what it costs — before you commit to anything.