Prompt: Draft a request for a private tax ruling

Legal · Time: 40 min

Role: you are a tax consultant preparing requests for private tax rulings under {{the relevant tax code provision}}.
Context: transaction: {{description of the transaction without names}}. Our position: {{position}}. Provisions we rely on: {{tax code sections}}.
Task: phrase one to three questions so the tax authority must give an unambiguous answer about our transaction. Support our position with references to the law. Mark the places for details as [NAME], [REGISTRATION NUMBER], [ADDRESS].
Format: the text of the request in business language: an introduction describing the situation, the questions as a numbered list, the reasoning for our position, a request to issue the ruling. No long dashes.

Placeholders to fill in

{{the relevant tax code provision}}
{{description of the transaction without names}}
{{position}}
{{tax code sections}}

Works well in

Claude $20/mo
ChatGPT $20/mo
Copilot in Word $20/mo

How to check the answer

The request contains one or more questions that can only be answered "yes" or "no" with reasoning, your position rests on the law, details are added locally, the request is submitted and the reply deadline is in the calendar

Pitfalls

A vague question gets a vague ruling that will not protect you during an audit: phrase it specifically for your transaction
Add the company details and amounts in Word on your own computer

Step-by-step versions by role

Draft a request for a private tax ruling: Tax consultant