Beginner

Corporate tax return workplan and data request list

Creates a corporate tax return workplan and a targeted data request list tied to key schedules. Useful for tax seniors coordinating compliance and ensuring completeness.

Prepare a corporate tax return workplan for {company_name} for tax year {tax_year}.

Inputs:
- Entity type and jurisdiction(s): {entity_type_jurisdictions}
- Financial statements / trial balance: {financials}
- Prior year return and carryforwards: {prior_return_carryforwards}
- Major transactions this year: {major_transactions}
- Estimated payments and credits: {payments_credits}

Deliver:
1) Workplan by schedule (book-to-tax, depreciation, M-2/M-3 equivalents, credits, state filings).
2) Data request list with owner and format (GL detail, fixed asset register, equity, debt, intercompany).
3) Timeline milestones and review steps.
4) Risk areas and technical questions to research.

Include a short “common pitfalls” section.

Related Prompts

Tax

Beginner

Estimated Tax Payment Schedule (Safe Harbor)

Calculates quarterly payments to avoid underpayment penalties using safe harbor rules.

Withholding tax (WHT) assessment for cross-border payments

Creates a WHT assessment checklist for cross-border payments, including treaty considerations and documentation needs. Useful for AP/treasury and tax to avoid surprises.

GPT-5.2 Thinking; GPT-4.1; o3-mini

211

Tax

Intermediate

Apportionment workpaper: factor sourcing rules and tie-outs

Builds an apportionment workpaper template and ties factor data back to GL/subledgers. Useful for defensible SALT filings and audit readiness.

GPT-5.2 Thinking; GPT-4.1; o3-mini

159