Beginner

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.

Prepare a corporate tax return workplan for {company_name} for tax year {tax_year}.

Inputs:
- Entity type and jurisdiction(s): {entity_type_jurisdictions}
- Financial statements / trial balance: {financials}
- Prior year return and carryforwards: {prior_return_carryforwards}
- Major transactions this year: {major_transactions}
- Estimated payments and credits: {payments_credits}

Deliver:
1) Workplan by schedule (book-to-tax, depreciation, M-2/M-3 equivalents, credits, state filings).
2) Data request list with owner and format (GL detail, fixed asset register, equity, debt, intercompany).
3) Timeline milestones and review steps.
4) Risk areas and technical questions to research.

Include a short “common pitfalls” section.

Related Prompts

Tax
Intermediate

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.

GPT-5.2 Thinking; GPT-4.1; o3-mini
0
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Tax
Advanced

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.

GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
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Tax
Intermediate

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.

GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
0