The Tax Advice (Federal) matter type provides contact cards for tax advice. It can be used for Federal or State tax advice.
Common Contact Cards and Layouts
The following Contact Cards appear by default on a Tax Advice matter:
- Client
- Accountant
Uncommon Contact Cards and Layouts
Uncommon contact cards are also available for selection on a matter-by-matter basis:
- Business Partner
- Bank Manager
- ATO
- Barrister
- Independent Expert
- Previous Solicitor
- Additional Contact
Learn how to select uncommon contacts from within the matter.
If you don’t see a contact card needed for this matter type, you can submit a request for it to be added to Smokeball.
Precedent Library
The Tax Advice (FED) matter provides access to the Taxation (FED) Precedent Profile with pre-set Precedent Library folders which include non-legally drafted precedents for everyday use, together with shortcuts to commonly used documents found under Court & Authority forms:
If the Precedent Profile does not appear in the Precedent Library, please ensure that you have subscribed to the Precedent Profile.
If you don’t see a commonly used and publicly available form and you would like it added to Smokeball, you can request a form.