Choose the task in front of you
Start with the question you need to answer. Follow a guide through the source records, the checks and the handoff. Keep a note of what is known and what still needs another person’s judgment, so progress does not depend on remembering every detail.
Use examples as a way to reason
The worked examples use fictional records to explain a process. Replace them with your own checked source data before making a business decision. If a question concerns tax treatment, legal duties or a regulated activity, bring the relevant evidence to the professional responsible for it.
01Keep the source02Check the context03Choose the next step