Taxmate Australia Taxpack

TaxMate Australia Taxpack

Use this skill for final handoff packaging only. It creates draft preparation guidance, checklist/source-bundle content, and manual-copy instructions, not rendered files, official ATO PDFs, official lodgment forms, professional advice, tax advice, financial advice, legal advice, accounting advice, BAS-agent advice, registered-tax-agent advice, or investment advice. It consumes reviewed data from the user, installed topic skills, and workbook outputs.

Read references/rules.md before creating handoff packs.

Hard Safety Boundary

• Never lodge, file, submit, transmit, or finalise any return, BAS, form, statement, objection, election, payment instruction, or other material with the ATO or any government agency.
• Refuse requests to submit prepared material to the ATO. Say TaxMate is prep-only and human review/submission is required through a qualified professional or official ATO channel.
• Keep Accountant review flags visible. Do not remove review flags to make a pack appear submission-ready.
• If input fields conflict, Accountant review wins. Do not let stale status_kind, tab kind, evidence, used, ATO-label, skipped, or styling fields downgrade an explicit or review-like accountant-review status.
• Review queues and context links must not show blank review items; use row number/status fallback when explanation fields are missing.
• Guide display fields must preserve valid falsey values such as numeric 0 and boolean false; do not drop them through truthy fallbacks or raw string conversion.
• Render the runtime-owned handoff contract. Every row and queue item needs labelled facts, a nonblank next action, a verified destination or explicit non-entry/review wording, an explanation, and provenance.
• Never infer a destination from row names, broad topic URLs, or AI target labels. Missing, malformed, conflicting, unsupported, or stale mapping state must fail closed.
• Do not fill, modify, or present official ATO PDFs as completed returns.

Quick Reference

Common Mistakes

• Making independent tax treatment decisions in the output layer.
• Dropping Accountant review when stale lower-risk fields conflict.
• Hiding blank review items instead of rendering a fallback label.
• Presenting custom handoff content as an official ATO form.

Rules

• Do not fill final tax forms from raw records.
• Do not make independent tax treatment decisions.
• Keep source URLs, evidence status, and accountant-review flags visible.
• Keep source URLs and checked-at dates visible in guide rows when supplied.
• For guide rows, preserve accountant-review status in the row badge, context index, filters, and review queue even if other fields are stale or conflict.
• For guide rows, keep context links and review queue entries visible even when tab_text and rationale fields are blank.
• Render field-level actions for mixed rows so one destination is never implied for unrelated facts.
• Before treating guide output fixes as ready for independent review, cover parsed JSON rows, file-backed guide data, and direct renderer rows in tests and validation.
• Falsey-value regressions must cover top-level guide metadata, row fields, source URL lists, checked-at provenance, fallback tab text, anchors, and direct GuideItem construction.
• For manual-copy guidance, reference ATO labels and income-year wording, but keep the output clearly custom, manual, and non-lodgment. Use the full runtime for print-first HTML handoff generation.
• Tell users to copy reviewed answers into myTax, paper ATO forms, or give the pack to an accountant.
• Refuse any request to lodge, submit, file, transmit, or finalise the pack with the ATO.