Horizon AI Dashboard · MERIDIAN PARTNERS

gpt-5.5 184ms claude-opus-4.7 218ms gemini-3.1 142ms perplexity-sonar 612ms deepseek-r1 156ms queue 14 err 0 tz Sydney/AEDT

BAS Queue · Q4 FY26

3 in flight

Lighthouse Cafe Pty Ltd Q4 FY26

stage: partner review · ⚠ 3 GST anomalies

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CLIENT TYPE Sole trader · GST quarterly

BAS PERIOD 1 Jan – 31 Mar

AI ANALYSIS 3 GST anomalies: 2 supplier mis-codes (legit), 1 personal expense flagged

NEXT Partner sign-off → lodge via ATO portal

Verdant Property Group Q4 FY26

stage: drafting

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CLIENT TYPE Pty Ltd · property investor · GST quarterly

BAS PERIOD 1 Jan – 31 Mar

AI ANALYSIS Clean draft · GST input credits OK · capital purchases reviewed

NEXT Partner review Mon

IronRoot Pty Ltd Q4 FY26

stage: drafting · ⚠ document gap

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CLIENT TYPE Pty Ltd · trades · GST quarterly

BAS PERIOD 1 Jan – 31 Mar

AI ANALYSIS Awaiting 4 supplier invoices to close period

NEXT Document-chase agent stage 1 active

Tax Research

3 open

SmithCo Holdings pack ready

Div 7A loan implications

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QUESTION Director loan $86k drawn 14 months ago · no formal terms

SOURCES ATO TR 2018/D8 · Div 7A guidance · 4 citations via Perplexity

AI RECOMMENDATION Convert to dividend before EOFY · OR formalise loan with min interest

NEXT Partner call Tue · client decision

Apex Tradesmen researching

PSI classification

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QUESTION Sole director · 80% income from one source · PSI vs PSB

SOURCES ATO PS LA 2007/8 · Personal Services Income rulings · 6 citations

AI RECOMMENDATION Pending - likely PSI · structuring options to follow

NEXT Research pack Mon · partner review

Verdant Property Group pack ready

Capital vs revenue · subdivision

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QUESTION 12-lot subdivision · trading vs capital characterisation

SOURCES TR 92/3 · profit-making purpose · 5 citations

AI RECOMMENDATION Likely capital · isolated transaction profile

NEXT Client meeting Thu

Compliance Items

3 tracked

AFSL boundary check · BlueWave SMSF advice FLAG

via compliance-guard

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ISSUE Advice on SMSF setup borders on financial product advice

CHECK Client expects investment strategy guidance · firm has no AFSL

AI RECOMMENDATION Refer to AFSL partner OR limit to tax structuring advice only

NEXT Partner sign-off before any written guidance

Workpaper error · Verdant Property Group CAUGHT

via workpaper-audit

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ISSUE Depreciation schedule used wrong financial year base

CHECK AI audit caught · partner re-keyed before sign-off

AI RECOMMENDATION Add depreciation register to standard QA checks

NEXT Resolved · workpaper amended · QA template updated

ATO correspondence · Coral Tradies refund query OPEN

via karbon-task-bot

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ISSUE ATO requested supporting docs for fuel tax credit claim

CHECK Documents auto-retrieved from FYI · pack ready

AI RECOMMENDATION Reply with cited evidence · expected resolution 14d

NEXT Partner sign-off then lodge response via portal