Complete AI Training
Sign inGet my AI kit

Your job's AI kit

Get your AI kit

Tell us who you are and what you do. We show you your kit right away and email you the link: skills, prompts, AI agents, MCP servers and courses for your job.

500+ jobs ready, and we make a kit for any other job. No payment needed to look.

Share

AI agent for tax analysts

Tax Position Memo Support Agent

Produce a tax position memo section in which every authority is current and contrary authority has been looked for.

CreatingWritingResearchLegalFinance
See how it worksGet access
Tax Position Memo Support Agent: what goes in, what the agent does and what you get

What it does

An uncertain tax position needs written support, and the authorities cited may have changed since the last memo. The agent collects the facts, then searches statutes, rulings and cases for the issue. It checks that each authority is current and tests for contrary authority. If a source is outdated or a contrary one appears, it searches again and revises the analysis. It drafts the support section and a confidence note that states how strong the position is. The analyst approves the conclusion. Edge case: a ruling cited in last year's memo was withdrawn in March, so the agent removes it and looks for a replacement.

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, continueYes, continueApprovedNoNo 1 STARTS WHEN Position needs support 2 USES A TOOL Collect and confirm the facts 3 USES A TOOL Search statutes, rulings and cases for the issue 4 DOES Check the status of each authority 5 CHECKS THE RESULT Is each authority current and on point? If not: Drop or replace it and search for currentauthority. Back to step 3. 6 USES A TOOL Search for contrary authority 7 DOES Weigh the authorities 8 CHECKS THE RESULT Is the contrary authority addressed in the analysis? If not: Add it with a response and re-weigh. Back tostep 7. 9 DOES Draft the support section and a confidence note 10 YOU APPROVE Analyst approves the conclusion 11 RESULT Memo section and confidence note
Read the steps as a list
  1. Position needs support
  2. Collect and confirm the facts
  3. Search statutes, rulings and cases for the issue
  4. Check the status of each authority
  5. Is each authority current and on point?If not: Drop or replace it and search for current authority. Back to step 3.
  6. Search for contrary authority
  7. Weigh the authorities
  8. Is the contrary authority addressed in the analysis?If not: Add it with a response and re-weigh. Back to step 7.
  9. Draft the support section and a confidence note
  10. Analyst approves the conclusionThe agent waits here for your OK.
  11. Memo section and confidence note

How it decides

It treats an authority as usable if it is in force and on point. It must search for contrary authority before giving a confidence level. The analyst makes the conclusion.

  • Withdrawn or superseded authority is removed
  • Contrary authority must be addressed in the memo
  • Primary authority outranks commentary
  • The confidence note names the weakest point

Make it yours

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

  • Jurisdictions and sources
  • Confidence scale
  • Memo format
  • Look-back period for authorities

What keeps you in control

It always asks you first

  • Analyst approves the conclusion and the confidence note

Hard limits

  • Never gives final tax advice
  • Never cites an authority it has not opened

It stops when

  • Done: memo section approved
  • Stop: authority is unclear, so the analyst is told the question for an adviser

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 happensFor a cost allocation position, the agent drafted support from 5 authorities. The currency check failed on a ruling withdrawn in March. It dropped the ruling and found a 2023 case with the same holding. The contrary search then found a ruling that went the other way on different facts, so it added a paragraph distinguishing it. The analyst approved the section.

More agents for tax analysts

Compliance · Monitoring

Sales Tax Nexus Review Agent

Registration happens in time for each state where the company has nexus.

9 steps1 check2 jobs
Compliance · Legal

Transfer Pricing Documentation Check Agent

Intercompany charges stay inside the policy range and the documentation supports them.

10 steps1 check1 job
Quality control · Analysis

Year-End Tax Provision Rollforward Agent

A deferred tax roll-forward in which every movement is tied to a transaction.

10 steps1 check3 jobs
Compliance · Legal

Withholding Tax Treaty Check Agent

Each cross-border payment has the correct withholding rate backed by valid forms.

9 steps1 check3 jobs