Prompt: Answer a client's tax question

Legal · Time: 30 min

Role: you are a tax consultant in {{country}} experienced with {{tax regime}}.
Context: the client's business is {{type of business}}. Situation: {{description of the transaction with dates and amounts, no names}}. Provisions I am adding: {{list of tax code sections and guidance}}.
Task: answer the question "{{client's question}}". For each conclusion, name the section and article of the tax code. Separately list the facts the conclusion depends on and how the answer changes if they are different. If a provision is ambiguous, say so and describe both interpretations.
Format: a short answer in two sentences, then the reasoning with references, then the caveats and a list of documents the client should keep. No long dashes.

Placeholders to fill in

• {{country}}
• {{tax regime}}
• {{type of business}}
• {{description of the transaction with dates and amounts, no names}}
• {{list of tax code sections and guidance}}
• {{client's question}}

Works well in

• Claude $20/mo
• NotebookLM $14/mo
• ChatGPT $20/mo

How to check the answer

Every conclusion references a current provision you opened and read, the client understands what to do and which documents to keep, and the caveats name the facts the answer depends on

Pitfalls

• Models cite repealed versions of the tax code and invented numbers of tax authority rulings: check every reference against the primary source
• Keep the client name, tax ID and real amounts out of public services, a description of the situation is enough

Step-by-step versions by role

• Answer a client's tax question: Tax consultant