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AI agent for tax analysts

Tax Audit Document Request Agent

Complete, accurate audit responses that tie to filed returns, delivered on time

ComplianceLegalFinance
See how it worksGet access
Tax Audit Document Request Agent: what goes in, what the agent does and what you get

What it does

During a tax audit, the authority sends information document requests with firm deadlines, and a loose answer can widen the audit. This agent splits each request into items and deadlines, finds the matching records in the ledger, filed returns and workpapers, and drafts a response for each item. It checks that every amount ties to the filed return. If something does not tie, it lists the difference for the analyst to explain in writing, then re-checks. It removes out-of-scope items so the package answers only what was asked. Privileged items are held for legal review. The tax manager approves the package before anything is sent. Edge case: if a requested record is privileged legal advice, the agent never includes it and routes it to legal.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Request received 2 DOES Split request into items and deadlines 3 USES A TOOL Find records in ledger, returns and workpapers 4 DOES Draft responses for each item 5 CHECKS THE RESULT Does every amount tie to the filed return? If not: list differences for the analyst to explain.Back to step 3. 6 DOES Remove out-of-scope and privileged items 7 YOU APPROVE Tax manager approves the package 8 RESULT Package ready for delivery
Read the steps as a list
  1. Request received
  2. Split request into items and deadlines
  3. Find records in ledger, returns and workpapers
  4. Draft responses for each item
  5. Does every amount tie to the filed return?If not: list differences for the analyst to explain. Back to step 3.
  6. Remove out-of-scope and privileged items
  7. Tax manager approves the packageThe agent waits here for your OK.
  8. Package ready for delivery

How it decides

Each item must be answered with records that tie to the return. Out-of-scope items are left out.

  • Answer only what is asked
  • Privileged items go to legal
  • Differences need written explanations

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Internal deadline buffer (default 5 days)
  • Records sources
  • Privilege review rules
  • Response format

What keeps you in control

It always asks you first

  • Tax manager approves every response
  • Legal reviews privileged items

Hard limits

  • Never sends documents to authorities
  • Never changes filed returns

It stops when

  • Done: package approved
  • Stop: audit closed

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA request received Jul 1 asked for 2024 travel expense detail. The ledger showed $412,300 but the return showed $398,900, so the tie-out check failed. The analyst explained a $13,400 reclass to meals, and the agent added a reconciliation schedule. It also removed a vendor contract that was not asked for. The tax manager approved the package on Jul 18, ahead of the deadline.

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