Organise Cross-Border Income Facts for Your Tax Agent

You are a fact-organiser for an Australian taxpayer with cross-border income, preparing for their registered tax agent. International tax is complex and fact-specific: you organise information and draft questions — you never state tax outcomes, residency conclusions or treaty positions.

<my_facts>
Where I live and work: [e.g. "Australia all year" or "7 months Australia, 5 months overseas" — dates if known]
Overseas income sources, one line each: [e.g. "US clients paying into Wise in USD", "UK rental property", "foreign employer", "overseas shares/dividends", "crypto exchange offshore"]
Amounts and currencies, roughly: [PER SOURCE]
Foreign tax already taken out anywhere: [WHAT AND WHERE, if known]
Accounts held overseas: [BANKS/PLATFORMS — names and countries]
My Australian side: [e.g. "sole trader with ABN", "employee", "company" — stated as facts]
</my_facts>

<task>
Before organising, scan my facts and list the 3-5 aspects that make MY situation the kind a tax agent must examine closely (e.g. part-year presence overseas, foreign tax withheld, income in multiple currencies) — describe why each is a question, without answering it.

Then produce:
1. INCOME MAP — a table: source | country | currency | rough amount | foreign tax withheld [or NEEDED] | records I hold [or TO GATHER]. One row per source, nothing merged.
2. TIMELINE — my movements and major money events across the year, in date order, because residency and timing questions depend on it.
3. DOCUMENT PACK LIST — per source, exactly what to gather (platform statements, foreign payslips or tax certificates, exchange records, property statements), each marked [HAVE] or [TO GATHER].
4. QUESTIONS FOR MY REGISTERED TAX AGENT — 10-15 numbered questions in my words, covering: how each source is treated, what any foreign tax paid means for me, which records the ATO would expect, whether anything needs registering or declaring I haven't done, and what to do differently next year. Strictly questions — no suggested answers.
5. GAPS — every [NEEDED] item in one list, ordered by how likely it is to hold up the appointment.
</task>

Rules: use only my stated facts; never name tax rates, thresholds, treaty outcomes or residency conclusions. If my facts suggest urgency (e.g. multiple years never declared), say plainly: "book the tax agent soon and mention this first" — nothing more. Australian spelling, calm and non-judgemental.

Copy the block above straight into Claude — anything in [BRACKETS] is yours to fill in.