Prompt: Prepare a reply to a tax authority request
Legal · Time: 40 min
Role: you are a tax consultant experienced in replying to requests from tax authorities.
Context: the company is on {{tax regime}} and received a request about {{subject of the request}}. Questions from the request: {{list of questions}}. The authority refers to {{provisions from the request}}. Supporting documents: {{list of documents}}.
Task: draft the reply. For each question give a short answer on the merits, name the document from the list that supports it and state the legal position. Where a reference to a provision is needed, write [PROVISION, verify] instead of quoting from memory. At the end, list separately the risks in our answers and what to check before sending.
Format: business style, structure: introduction with the request details, answers point by point, list of attachments, signature. Up to 600 words.Placeholders to fill in
{{tax regime}}{{subject of the request}}{{list of questions}}{{provisions from the request}}{{list of documents}}
Works well in
- Claude $20/mo
- ChatGPT $20/mo
- NotebookLM $14/mo
How to check the answer
Every question in the request has a separate answer referring to an attached document, every provision is checked in its current version, and the letter is sent on time
Pitfalls
- The model invents section numbers of the tax code and tax authority letters: no reference goes into the reply unchecked
- The text of the request with the company name, registration number and transaction amounts goes into the service with the details anonymized
Step-by-step versions by role
- Prepare a reply to a tax authority request: Accountant
- Prepare a reply to a tax authority request: Lawyer
- Prepare a reply to a tax authority request: Tax consultant
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