How should I log tax correspondence before my accountant assesses it?

Log the message before interpreting it

Record the sender as displayed, the delivery channel, when you received the message, any reference number and the stated subject. Preserve attachments, envelopes or the original electronic message as appropriate. Note any date mentioned in the correspondence without deciding its legal significance yourself.

Send the material promptly through the accountant's agreed secure channel and request acknowledgement. If it appears to require action, ask specifically who will assess urgency and who is authorised to respond. Logging a notice does not itself pause any procedure or transfer responsibility to the adviser.

Be cautious about links, payment demands and requests for credentials. Verify doubtful communications through independently identified official channels, such as the relevant AADE service, rather than using contact details embedded in a suspicious message. Your accountant can help distinguish a genuine notice, an information request and routine correspondence. Keep later advice, submissions and acknowledgements linked to the original entry so the history can be followed without relying on an email subject line alone.