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 Provision Support File Agent

Have a complete, tied-out support file for each provision item before the audit request.

ComplianceQuality controlLegalFinance
See how it worksGet access
Tax Provision Support File Agent: what goes in, what the agent does and what you get

What it does

Auditors ask for support behind every provision item, and the tax team rebuilds the file each quarter. The agent lists each provision item, finds the supporting documents, checks that they tie out to the ledger, and flags items with missing evidence. It requests missing items from owners and re-checks as they arrive. When it finds a difference between a document and the ledger, it traces the cause. The analyst approves the file for audit. Edge case: a reserve balance is $18,000 higher in the ledger than in the schedule, so the agent finds a late journal entry.

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 Quarter closes 2 USES A TOOL List each provision item from the schedule 3 USES A TOOL Find supporting documents for each item 4 DOES Tie each amount to the ledger 5 CHECKS THE RESULT Does each item tie out within tolerance? If not: Trace the difference to journal entries andtiming and note the cause. Back to step 3. 6 CHECKS THE RESULT Is each item backed by a document? If not: Request the missing document from the owner andset a date. Back to step 3. 7 DOES Chase owners and re-check as evidence arrives 8 DOES Assemble the support file with an index 9 YOU APPROVE Analyst approves the file for audit 10 RESULT Audit-ready support file
Read the steps as a list
  1. Quarter closes
  2. List each provision item from the schedule
  3. Find supporting documents for each item
  4. Tie each amount to the ledger
  5. Does each item tie out within tolerance?If not: Trace the difference to journal entries and timing and note the cause. Back to step 3.
  6. Is each item backed by a document?If not: Request the missing document from the owner and set a date. Back to step 3.
  7. Chase owners and re-check as evidence arrives
  8. Assemble the support file with an index
  9. Analyst approves the file for auditThe agent waits here for your OK.
  10. Audit-ready support file

How it decides

An item is supported when a document backs the amount and the amount ties to the ledger within the tolerance. Otherwise the agent requests evidence or traces the difference.

  • Tolerance for tie-out is $500 or 1 percent
  • An item without a document is open
  • Differences are traced before they are reported
  • Owners are chased every 3 days in the last week

Make it yours

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

  • Tie-out tolerance
  • Chase frequency
  • Items included
  • File index format

What keeps you in control

It always asks you first

  • Analyst approves the file for audit
  • Analyst approves requests to owners

Hard limits

  • Never posts or changes ledger entries
  • Never contacts auditors

It stops when

  • Done: file complete and approved
  • Stop: item cannot be supported, so the analyst decides on a reserve change

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 happensThe provision schedule had 22 items. A reserve showed $18,000 more in the ledger than in the schedule, so the tie-out check failed. The agent traced it to a journal entry posted on the last day and noted the cause. Two items lacked documents, and owners sent them in 3 days. The analyst approved the file with a full index.

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