Advanced
R&D Tax Credit Eligibility Memo
Drafts a justification for Research & Development credits using the IRS Four-Part Test.
Draft a technical memo evaluating if the project '{project_name}' qualifies for the R&D Tax Credit under Section 41. Apply the Four-Part Test: 1. Elimination of Uncertainty, 2. Process of Experimentation, 3. Technological in Nature, 4. Permitted Purpose. Identify {qualified_expenses} as potential QREs.Related Prompts
Tax
IntermediateDepreciation book vs tax (MACRS/IFRS) schedule tie-out
Compares book depreciation to tax depreciation, identifies differences, and prepares supporting schedules. Useful for both compliance and provision teams.
GPT-5.2 Thinking; GPT-4.1; o3-mini
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39
Tax
IntermediateTax research memo template (issue, facts, analysis, conclusion)
Produces a structured tax research memo with clear issue framing, facts, analysis, and conclusion placeholders. Useful for staff and seniors standardizing technical writing quality.
GPT-5.2 Thinking; GPT-4.1; o3-mini
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28
Tax
IntermediateQualified Business Income (QBI) Deduction Tool
Determines the Section 199A deduction for pass-through entities and SSTBs.
GPT-4oClaude 3.5 Sonnet
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20