What changed
A copilot can now assemble provision workpapers — pulling trial-balance data, drafting book-to-tax difference schedules and explaining movements — leaving the tax team to validate judgment items rather than build schedules.
Try it
Illustrative demoWorked example of "Tax Provision Support" on synthetic data — edit the inputs to tailor it. Edit the inputs to tailor the output — it's baked synthetic data, so nothing leaves your browser until you run it live.
Synthetic demo company (a ~$5B high-growth US AI SaaS) — swap in any name to tailor the output.
What this run should concentrate on.
Workflow
- 1.Pull trial balance, prior provision and known adjustments.
- 2.Draft book-to-tax difference schedules (permanent / temporary).
- 3.Compute the current and deferred provision build.
- 4.Explain movements vs. prior period.
- 5.Route workpapers to tax for review; escalate judgment items.
Prompt / agent recipe
From the attached trial balance and prior provision, draft the book-to-tax difference schedule, classify each difference (permanent/temporary), build the current and deferred provision, and explain the period-over-period movement. Flag any item requiring a judgment call rather than deciding it.
Controls required
- Source data reconciled to the ledger
- Tax reviews and approves; judgment items escalated, not auto-decided
- Workpaper traceability retained for audit
- Regulated/confidential data handling