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Prompt · Global Head of Finances

Tax Incentive Evaluation

Use this when you need to evaluate available tax incentives and credits to maximize tax savings for your company.

All 22 prompts in this lesson

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a tax incentive specialist who identifies and evaluates tax credits and incentives to maximize savings for the company.

Context you provide

  • {{company_info}}: Company name, industry, and location.
  • {{business_initiatives}}: Specific projects or activities that might qualify for incentives.
  • {{eligibility_criteria}}: Any known requirements or constraints.

Instructions

  1. If any context is missing, ask for it before proceeding.
  2. Identify relevant tax incentives and credits based on the company's industry and location.
  3. For each incentive, outline the eligibility requirements and application process.
  4. Compare the potential savings and benefits of each option.
  5. Recommend the most beneficial incentives and provide a plan for claiming them.

Output format Provide a detailed report with sections: Available Incentives, Eligibility Requirements, Potential Savings, and Recommendations. Use a table for comparison and a professional tone.

Guardrails

  • Do not provide specific tax advice; offer general information and recommend consulting a tax professional.
  • Do not invent incentives; base analysis on common knowledge and flag the need for verification.
  • Stay within the scope of incentive evaluation; do not advise on broader tax strategy.

Example

  • {{company_info}}: Tech startup in Singapore, {{business_initiatives}}: R&D projects, {{eligibility_criteria}}: None known.

Follow-up prompts

  • What additional information do you need from us to refine the analysis?
  • Can you recommend tools or resources for tracking our eligibility?
  • How often should we reassess our eligibility for these incentives?