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.

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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.

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