Tax
Corporate, individual, international, and sales tax compliance and planning.
55 prompts
Apportionment workpaper: factor sourcing rules and tie-outs
Builds an apportionment workpaper template and ties factor data back to GL/subledgers. Useful for defensible SALT filings and audit readiness.
Corporate tax return workplan and data request list
Creates a corporate tax return workplan and a targeted data request list tied to key schedules. Useful for tax seniors coordinating compliance and ensuring completeness.
Book-to-tax reconciliation (M-1/M-3 style) with JE suggestions
Builds a book-to-tax reconciliation and identifies permanent/temporary differences with documentation notes. Useful for tax provision and return preparation.
Depreciation book vs tax (MACRS/IFRS) schedule tie-out
Compares book depreciation to tax depreciation, identifies differences, and prepares supporting schedules. Useful for both compliance and provision teams.
Individual organizer: missing docs checklist and interview questions
Creates a client-friendly tax organizer and an internal interview script to capture missing information. Useful for tax preparers onboarding new individual clients.
Schedule C review: expense reasonableness and substantiation
Reviews Schedule C data for reasonableness, flags high-risk deductions, and suggests substantiation needs. Useful for preparers and reviewers managing audit risk.
Capital gains & wash sale reconciliation from brokerage exports
Reconciles brokerage statements to capital gains reporting, identifies wash sales, and summarizes needed adjustments. Useful for high-volume traders and preparers handling multiple brokers.
Transfer pricing local file outline with functional analysis
Drafts a local file outline including functional analysis, intercompany transactions, and economic analysis placeholders. Useful for TP teams assembling documentation efficiently.
Intercompany services charge model: cost pool and markup
Builds a practical intercompany services charge model with cost pools, allocation keys, and markup policy documentation. Useful for both finance and TP documentation alignment.
Withholding tax (WHT) assessment for cross-border payments
Creates a WHT assessment checklist for cross-border payments, including treaty considerations and documentation needs. Useful for AP/treasury and tax to avoid surprises.
VAT/GST transaction mapping: rates, place of supply, exemptions
Maps sales and purchases to VAT treatments and identifies missing VAT coding. Useful for VAT compliance and ERP cleanup projects.
Sales tax nexus exposure screen and data needs (US-style)
Performs an initial nexus exposure screen using sales by state and activity indicators, and produces a data request list. Useful for SALT teams and growing e-commerce businesses.
SALT nexus and filing footprint map (income/franchise)
Creates a nexus and filing footprint map for income/franchise taxes using activity and apportionment data. Useful for multi-state businesses and SALT reviews.
Tax planning memo: scenario comparison with cash tax impacts
Drafts a planning memo comparing scenarios and estimating cash tax impacts and risks. Useful for CFOs and tax directors evaluating structure changes or transactions.
Quarterly estimated tax calculator and safe harbor check
Calculates estimated tax payments and checks safe harbor thresholds using your data. Useful for both corporate and individual estimated tax planning.
Entity choice analysis: S-corp vs C-corp vs LLC (high-level)
Compares entity structures at a high level and produces a question list and decision framework. Useful for advisors scoping deeper tax/legal work.
SALT notice response draft and supporting documentation list
Drafts a response to a state/local tax notice and lists supporting documents and steps. Useful for practitioners managing notices efficiently and consistently.
Tax research memo template (issue, facts, analysis, conclusion)
Produces a structured tax research memo with clear issue framing, facts, analysis, and conclusion placeholders. Useful for staff and seniors standardizing technical writing quality.
Technical position paper with uncertainty and FIN 48-style support
Drafts a technical position paper including uncertainty assessment and documentation to support a position in provision/audit contexts. Useful for tax directors and auditors.
Tax law change impact brief (what changes, who impacted, actions)
Summarizes a specified tax law change and translates it into concrete actions and timeline impacts. Useful for firms sending client alerts and internal training.
E-commerce: Marketplace Nexus & Sales Tax
Determines sales tax obligations for sellers on platforms like Amazon or Shopify.
Crypto: Staking Rewards & Gas Fee Accounting
Determines the tax and book treatment of rewards and transaction costs.
State Nexus Self-Assessment Tool
Evaluates physical and economic nexus triggers across US states based on Wayfair standards.
R&D Tax Credit Eligibility Memo
Drafts a justification for Research & Development credits using the IRS Four-Part Test.
1031 Exchange Timeline & Compliance
Outlines the strict timing and identification rules for Like-Kind Exchanges in real estate.
Transfer Pricing: Benchmarking Analysis
Justifies intercompany pricing between global entities using OECD guidelines.
Qualified Business Income (QBI) Deduction Tool
Determines the Section 199A deduction for pass-through entities and SSTBs.
Employee vs. Contractor Classification Memo
Uses the IRS 20-Factor test to determine worker status for payroll tax purposes.
Reasonable Compensation Study for S-Corps
Drafts a justification for S-Corp officer wages to prevent IRS reclassification of distributions.
Form 1040: Rental Property (Sch E) Analysis
Automates the classification of rental income, repairs vs. improvements, and depreciation.
Tax Planning: Roth Conversion Analysis
Evaluates the long-term tax benefits of converting Traditional IRA funds to Roth.
Wash Sale Rule Compliance Memo
Identifies disallowed tax losses on stock sales based on the 30-day rule.
GILTI & Subpart F Income Assessment
Evaluates the impact of Global Intangible Low-Taxed Income on US shareholders of CFCs.
State Tax Credits: Film & Enterprise Zones
Researches specific state-level incentives for business expansion.
Tax Memo: Net Operating Loss (NOL) Carryovers
Drafts a memo on the limitations of NOLs under the TCJA and CARES Act.
Charitable Contribution (DDA vs. Private Foundation)
Compares tax efficiency of different vehicle types for high-net-worth donors.
Hobby Loss Rule (Section 183) Defense
Drafts a defense for business losses to prove a profit motive to the IRS.
Estate Tax & Step-Up in Basis Analysis
Calculates the tax benefit of the 'step-up' in basis for inherited assets.
Estimated Tax Payment Schedule (Safe Harbor)
Calculates quarterly payments to avoid underpayment penalties using safe harbor rules.
Qualified Opportunity Zone (QOZ) Investment Memo
Explains the tax deferral and elimination benefits of investing in a QOZ fund.
Nonprofit (Form 990) Narrative: Program Service Accomplishments
Drafts the 'Part III' section of the 990 to showcase the organization's mission and impact.
Tax Law Change Impact Analysis (Memo)
Researches and interprets how new tax legislation affects a specific business model.
SaaS: ASC 340-40 Commissions Capitalization
Amortizes sales commissions over the expected customer life.
IRS Response Deadline Follow-up (Client)
A firm but helpful reminder to a client to provide documents before an IRS deadline.
Client Newsletter: Year-End Tax Moves
A 'ready-to-send' newsletter for clients with actionable year-end tips.
Tax return reviewer checklist (common errors by schedule)
Creates a reviewer checklist for tax returns with common error checks by schedule and documentation prompts. Useful for quality control and training reviewers.
Corporate tax provision rollforward (current/deferred) from TB
Creates a provision rollforward including current tax, deferred tax, and rate reconciliation drivers. Useful for quarterly close and audit support.
BEPS Pillar Two readiness: data gap assessment and roadmap
Assesses Pillar Two readiness by identifying required data elements, gaps, owners, and timelines. Useful for multinational tax teams starting compliance planning.
VAT return prep checklist with reconciliations to GL
Creates a VAT return checklist including reconciliations to the GL and exception handling. Useful for controllers and tax teams reducing return errors.
Indirect tax rates/product matrix for e-commerce catalog
Builds a product taxability matrix and rate logic inputs for an e-commerce catalog. Useful for integrating tax engines and reducing customer-facing errors.
Client Onboarding Email: Tax Documents Request
A professional, friendly email template for CPA firms to request initial tax documents from new individual clients.
Transfer Pricing Benchmarking Memo
Drafts a formal memo justifying intercompany pricing models based on the Arm's Length Principle. Useful for international tax managers.
Stock Option (ISO vs NSO) Tax Impact
Explains the AMT and capital gains implications of exercising employee stock options.
Passive Activity Loss (PAL) Limitation Analysis
Determines if losses from rental or business activities can offset other income.
VAT/GST Compliance Review Checklist
Checks international transactions for proper VAT treatment and reverse charge mechanisms.