Beginner

SALT notice response draft and supporting documentation list

Drafts a response to a state/local tax notice and lists supporting documents and steps. Useful for practitioners managing notices efficiently and consistently.

Draft a response plan and letter for a SALT notice.

Inputs:
- Notice text and jurisdiction: {notice_text}
- Tax type and period: {tax_type_period}
- Facts and amounts in dispute: {facts_amounts}
- Prior filings and payments: {prior_filings}
- Supporting documents available: {support_docs}

Output:
1) Triage summary: issue type, deadlines, immediate actions.
2) Document request list and evidence mapping.
3) Draft response letter (professional, factual) with placeholders for attachments.
4) Escalation points (when to involve counsel) and follow-up plan.

Keep tone cooperative and precise.

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

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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.

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159