Tax return examination

Returns selected and examined with the workpapers drafted

Public SectorFinanceCompliance

SAP, Snowflake, ServiceNow

How a run goes

The steps this agent takes, in order, and what each one leaves behind.

Reads the returns, the risk criteria and the information returns

Selects returns for examination from the risk criteria and assembles the taxpayer's filing history

Finds the discrepancies and drafts the issues

Compares the return against third-party information and drafts the issues to examine

Drafts the workpapers and the notice

Drafts the examination workpapers and the notice to the taxpayer

Works in

SAP, Snowflake, ServiceNow

What it does

Selects returns for examination from the risk criteria and assembles the taxpayer's filing history
Compares the return against third-party information and drafts the issues to examine
Drafts the examination workpapers and the notice to the taxpayer

Read ERP master data and transactions for analysis.

Query and materialize warehouse data with your existing roles.

Open, correlate, and resolve incidents and requests.

Need it to work differently?

Every agent can be changed: the steps it takes, the systems it uses and who approves what.