How can I prepare an annual check of unanswered tax questions?

Review open questions against changed facts

Bring forward the previous query list and mark each item as answered, awaiting evidence or still requiring advice. Link answers to the written advice or official record that supported them, rather than relying on a remembered conversation.

Summarise changes since the last review: ownership, occupation, rental arrangements, overseas connections, improvements, sale plans or new official correspondence. Ask the accountant which earlier conclusions relied on facts that no longer apply. An answer can have been appropriate when given and still need reconsideration now.

Prioritise unresolved matters that affect a current decision or a live obligation. Review relevant AADE assessments, submitted declarations and payment records with the adviser, asking about discrepancies rather than assuming the absence of a notice confirms everything is correct. Agree who will obtain missing evidence and how the response will be documented. Keep a concise decision log for the next review. This is a focused check of your circumstances, not a substitute for acting promptly on issues that arise between meetings.