Intermediate

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.

Draft a tax research memo.

Inputs:
- Issue statement: {issue}
- Relevant facts: {facts}
- Jurisdictions involved: {jurisdictions}
- Authorities provided (links/citations optional): {authorities}
- Client risk tolerance: {risk_tolerance}

Output:
1) Memo headings: Issue, Facts, Applicable Law, Analysis, Conclusion, Next Steps.
2) Analysis that discusses competing interpretations and uncertainties.
3) Practical recommendations and documentation needs.
4) Questions to clarify missing facts.

If authorities are not provided, list what to research and where (code, regs, rulings).

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Qualified Business Income (QBI) Deduction Tool

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