Intermediate
Wash Sale Rule Compliance Memo
Identifies disallowed tax losses on stock sales based on the 30-day rule.
Review the following trade history for {ticker_symbol}: Sold {shares} on {sale_date} for a loss of {loss_amount}, and Repurchased {shares} on {repurchase_date}. Determine if this triggers the 'Wash Sale Rule.' If so, calculate the disallowed loss and the adjusted basis of the new shares.Related Prompts
Tax
BeginnerCorporate 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.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
2
Tax
IntermediateBook-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
0
2
Tax
IntermediateDepreciation 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
2