Tax Analysts: The All-in-One AI Plugin for Your Job

Skills for tax analysts 17

• tax calculation assistantComputes brackets, payroll, capital gains, penalties, and refunds; for example, federal tax on $145,000 of self-employment income.
• tax code interpretation assistantReads statutes and guidance and applies them; for example, explaining whether a home office qualifies under a provision.
• tax credit and deduction assistantScreens eligibility and calculates credits and deductions; for example, checking the R&D credit for a small software client.
• tax regulation monitorTracks federal, state, and international changes and writes briefings; for example, a client alert on new state withholding rules.
• tax planning assistantFinds missed deductions and plans quarterly estimates; for example, shifting income between years to cut liability.
• tax compliance monitoring assistantReviews returns and flags compliance risk; for example, validating a multi-state return before it is filed.

Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.

Ready-made prompts 289

• Interpretation of Tax Codes22 prompts, like Analyze Tax Case Law
• Audit Preparation Support21 prompts, like Analyze Financial Ratios
• Tax Calculation Assistance15 prompts, like Tax Rate Lookup and Comparison
• Tax Software Utilization27 prompts, like Guide Tax Software Installation
• Tax Policy Analysis22 prompts, like Analyze Tax Rate Changes
• International Tax Guidance13 prompts, like Analyze Permanent Establishment Status
• Tax Credit and Deductions22 prompts, like Assess Tax Credit Eligibility

Apps you can build with AI 3

• Evidence-backed data analysis and reporting workspaceBuild it to turn tax data into reviewed reports where every figure traces to its source. Demo included.
• Evidence-backed document analysis and reporting workspaceBuild it to review large client document sets and report findings with citations. Demo included.
• Evidence-backed legal research and document review workspaceBuild it to research tax law and review documents while keeping every finding sourced. Demo included.

AI agents 12

In the download. An agent runs a whole recurring task for you, step by step, and asks you before anything important. Ask your AI: "Run the Sales Tax Nexus Review Agent". Each one also has a guided set-up with sample data on its page.

• Sales Tax Nexus Review AgentRegistration happens in time for each state where the company has nexus.
• Transfer Pricing Documentation Check AgentIntercompany charges stay inside the policy range and the documentation supports them.
• Year-End Tax Provision Rollforward AgentA deferred tax roll-forward in which every movement is tied to a transaction.
• Withholding Tax Treaty Check AgentEach cross-border payment has the correct withholding rate backed by valid forms.
• Tax Return Workpaper Tie-out AgentEvery return line ties to a workpaper before filing.
• Prior-Year Carryover Check AgentA verified carryover schedule where every prior-year balance rolls into the current return or has a written reason it did not
• Return Year-Over-Year Variance Review AgentA reviewed return where every large swing is explained by a document or a preparer answer
• Extension and Filing Deadline Control AgentEvery unfinished return has an approved extension and a supported payment estimate before the deadline
• Amended Return Opportunity AgentA short, ranked list of amendable items with refund estimates, each inside the window and worth the cost
• Wash Sale and Tax Lot Tracker AgentA wash sale schedule with adjusted cost basis that reconciles to broker tax forms
• Short-Term Rental Tax and Permit AgentFile correct taxes and renew permits on time.
• Quarterly Estimated Tax Payment AgentEstimated payments that avoid penalties without overpaying much

Connections (MCP servers) 12

A guide in the download. A connection lets your AI work in an app you already use. You add only the ones you use: ask your AI "Which apps can you connect to?" and follow the steps on each connection's page.

• Box MCP serverLet your AI search your Box files, answer questions about them, and pull out details for you. Official. No install needed.
• CryptoTaxEdge MCP serverAsk your AI to look up the US tax category and treatment of any crypto transaction hash. Official. No install needed.
• Outlook Attachment Reader MCP serverLet your AI open and read the files attached to your Outlook emails, and send local files as drafts.
• Excel MCP serverLet your AI assistant open and work inside real Microsoft Excel on your Windows PC.
• Google Sheets MCP serverLets your AI read, write, and format your Google Sheets for you, right from the chat.
• Central Bank Rates MCP serverLets your AI look up official exchange rates from central banks and tax authorities, like the ECB or HMRC. No install needed.
• PDF Content Search MCP serverLet your AI search all your PDFs, including scanned ones, and pull out dates, senders and amounts.
• Spreadsheet MCP serverLets your AI read, edit, and recalculate Excel files safely, without you opening Excel.
• Brave Search MCP serverLets your AI search the web, news, images, and places through Brave Search.
• Bing Search MCP serverLets your AI search the web, news, and images through Microsoft Bing while you chat.
• iCloud Mail MCP serverLet your AI search, read, file and draft replies in your iCloud Mail, without marking anything as read.
• DuckDuckGo Search MCP serverLets your AI search the web through DuckDuckGo and bring back results for you.

Your Grok Bot team 8

• Tax Document OrganizerSweeps your folders for tax documents and builds a CPA-ready package with a chase list.
• Expense Folder AuditorAudits expense folders: reconciles receipts to statements, flags issues, and reports.
• Invoice OrganizerReads messy invoice files, renames them consistently, and sorts them into tax-ready folders.
• Xlsx OfficialReads, edits, and creates spreadsheet files with formulas, formatting, and zero errors.
• Compliance AuditorAudits compliance across GDPR, HIPAA, SOC 2, PCI DSS, and ISO frameworks.
• Planning With FilesManages complex tasks with persistent markdown planning files, tracking phases, findings, and progress.
• Tax Code Interpretation AssistantHelps tax analysts interpret tax codes, research provisions, and assess compliance.
• Tax Audit Preparation AssistantPrepares tax audits by gathering documents, analyzing data, and drafting communications.