Tax advisors
The advisory file, finally on rails.
Tax advisory work is judgement-dense and citation-heavy. Marco Reid puts the client position, the authority, and the correspondence in one workspace — so the partner spends time on the judgement call, not on rebuilding the audit trail at year end.
What is wired in.
Six surfaces the advisory practice touches every week. Each one backed by a verified citation layer so the position is defensible the moment it is taken — not three years later when the IRD letter arrives.
Client tax position dashboard
Provisional, terminal, and outstanding obligations across IR (NZ) and the ATO (AU). Per-entity view of GST, PAYE/PAYG, FBT, RWT, and income tax exposure. Marco surfaces what is overdue, what is upcoming, and what is at risk before the IRD letter arrives.
Voluntary disclosures
Marco drafts the voluntary disclosure narrative from the engagement record — pre-notification vs post-notification framing, shortfall penalty mitigation under s141G, ATO Practice Statement PS LA 2008/19 thresholds. The agent reviews and signs.
Binding ruling requests
Private ruling (IR) and private binding ruling (ATO) drafts assembled from a structured fact pattern. Marco cites every authority — the section, the public ruling, the case — and verifies each citation against the source before the agent reviews.
Transfer pricing
Local file, master file, and CBC report scaffolding for AU s815 and NZ Subpart GC. Comparable-search workflow, contemporaneous documentation library, and a defensible audit trail for every benchmarking decision.
Audit and dispute support
When the audit notice arrives, the file is already organised. Marco indexes the engagement records, drafts the response under s17 / s17B (NZ) and Pt IVC TAA 1953 (AU), and tracks every information request, deadline, and submission.
Marco for tax — verified research
Every citation is verified against the authoritative source. ITAA 1936, ITAA 1997, GST Act 1985 (NZ), Tax Administration Act 1994, Public Rulings, BR Pubs, TR / TD / GSTR series. No hallucinated authority. Verified, Unverified, and Not Found badges shown explicitly.
Regulatory scope respected.
The platform knows the difference between a tax agent, a BAS agent, and a chartered tax adviser — and prevents an out-of-scope action before it is taken.
NZ IRD — tax agents
Tax agent listing under Tax Administration Act 1994 ss124B–124M. EOT regime, agent-listed status, myIR linkage. Marco respects the listing scope and never lodges outside it.
AU TPB — registered tax agents
Tax Agent Services Act 2009 obligations baked in. Code of Professional Conduct items 1–14 surfaced at the workflow point where they apply. Annual declaration evidence collected as a by-product of normal work.
AU TPB — BAS agents
BAS agent scope respected — Marco prevents an out-of-scope lodgement attempt before it leaves the agent's screen, and surfaces the section that defines the limit so there is no ambiguity at audit.
CA ANZ / CPA Australia
APES 110 independence checks at engagement, APES 220 taxation services compliance, APES 305 terms-of-engagement evidence, and CPD logged automatically as research, drafting, and review hours accrue.
The library Marco actually reads from.
When Marco answers a tax question it cites a section, a public ruling, or a decision — and verifies that the citation says what the answer claims it says. Verified, Unverified, and Not Found are the only three labels permitted.
- ✓Income Tax Act 2007 (NZ) — every Subpart and section indexed
- ✓Goods and Services Tax Act 1985 (NZ) — registration, taxable supplies, zero-rating
- ✓Tax Administration Act 1994 (NZ) — assessments, disputes, secrecy, penalties
- ✓ITAA 1936 + ITAA 1997 (AU) — every Division and section indexed
- ✓GST Act 1999 (AU) — supplies, attribution, GSTR rulings cross-linked
- ✓Tax Agent Services Act 2009 (AU) and the Code of Professional Conduct
- ✓IRD Public Rulings (BR Pub series) and Operational Statements
- ✓ATO Public Rulings (TR, TD, GSTR, PR, CR), Practice Statements, and Decision Impact Statements
Marco Reid is a workspace for tax practitioners. It does not itself give tax advice. Every position released to a client is reviewed and signed by a tax agent or chartered tax adviser registered in the relevant jurisdiction.
The advisory practice that scales without losing the citation.
More clients, same partner, same defensibility. The audit trail writes itself; the partner spends the saved hours where judgement actually matters.