Tax, Legal, and Compliance

Taxes: 10 AI prompts for finance workflows

Use these Taxes prompts to turn a loosely defined finance task into a clearer, copy-ready AI workflow.

A useful addition from our prompt packs: U.S. Tax Season Portfolio Review

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Copy-ready Taxes finance prompts

Tax and Legal Research Guide for Investors

Universal template Medium

Structures an initial review of an investment tax question with dated official sources and a clear boundary between general information and professional advice.

ID 61

Act as an investment-tax research specialist. For ETF portfolio basics in United States during tax year, summarize the rules, thresholds, examples, forms or records, deadlines, and common mistakes. Cite the official tax authority of United States, state the date consulted, identify missing facts, and distinguish confirmed rules from interpretation. Do not invent figures or replace the judgment of a qualified tax professional.

Capital Gains and Holding-Period Analysis

Beginner

Compares the estimated tax effects of selling now or later and shows how holding period, exemptions, and jurisdiction-specific rules may change the result.

ID 62

Act as an investment-tax research specialist in United States. I bought ETF portfolio for $10,000 on buy date and may sell it for $10,000 on sell date/now. For tax year, show how the gain would be calculated, how the holding period may affect treatment, and which exemptions, deductions, rates, or loss offsets require verification. Compare selling now with holding until date, state every assumption, cite current official sources, and list questions for a qualified tax professional.

Tax-Loss Harvesting Research Guide

Medium

Identifies positions with losses and possible replacement exposure without overlooking rules that disallow or defer recognition of a loss.

ID 63

Act as a portfolio-tax research specialist in United States. Using these lots $10,000 and current prices, identify positions that may warrant review for tax-loss harvesting. Explain the restrictions in United States, including wash-sale or equivalent anti-avoidance rules where applicable; compare possible replacements without assuming they are tax-compliant; and define the required records, timing, costs, and portfolio-drift checks. Cite official sources and refer uncertain cases to a qualified tax professional.

Tax-Efficient Asset Location

Medium

Compares where different assets may fit across taxable, tax-deferred, and tax-exempt accounts when those account types exist locally.

ID 64

Act as an investment-tax planning researcher in United States. For my portfolio ETF portfolio and my taxable, tax-deferred, and tax-exempt accounts, compare where each asset may be more tax-efficient. Consider income, turnover, distributions, capital gains, withdrawal restrictions, contribution limits, and transfer costs. Estimate any effect only with explicit assumptions, cite official sources, and identify what a qualified tax professional must confirm.

Taxation of Dividends, Interest, and Fund Distributions

Medium

Explains the local treatment of dividends, bond interest, and fund distributions and summarizes rates, allowances, and withholding in a table.

ID 65

Act as a tax educator in United States. For tax year and a taxpayer with a 20%, explain how dividends, bond interest, and mutual-fund or ETF distributions are treated. Distinguish the locally applicable categories, summarize rates, allowances, credits, and withholding in a compact table, cite current official sources, and list the personal facts a qualified tax professional would need to verify.

Cross-Border Withholding and Treaty Relief

Medium

Explains foreign withholding on investment income, the possible effect of a tax treaty, and how credits or refunds may be claimed.

ID 66

Act as a cross-border tax research specialist. For a resident of United States investing in securities from United States through broker/platform, identify withholding that may apply, how a treaty may change the rate, which forms are commonly required, and how a credit or refund may be claimed. Cite official sources from both countries, state the review date, and separate confirmed facts from issues requiring professional advice.

Tax Basics for Investment Property

Medium

Summarizes the general tax treatment of a non-owner-occupied property, including rental income, deductible costs, depreciation, losses, and possible deferrals.

ID 67

Act as a real-estate tax research specialist in United States. For a residential/commercial rental property bought for $10,000, explain the general treatment of rental income, deductible expenses, depreciation or capital allowances, losses, and any deferral or rollover mechanisms. Include an example for tax year, cite official sources, and identify what depends on use, ownership structure, financing, and the taxpayer's circumstances.

Portfolio Tax Analysis from CSV Exports

Medium

Turns broker exports into a traceable tax estimate by income type, account, and asset, with reconciliation, missing-data warnings, and a filing checklist.

ID 68

Act as an investment-tax data analyst in United States. I will provide broker CSV files for tax year. Use $10,000 and convert foreign currency using FX source/method. First validate dates, accounts, tickers, asset types, actions, quantities, prices, fees, currencies, cost basis, and withholding across the transaction, holdings, and distribution files. Then calculate estimates by category and account, flag missing data, possible anti-avoidance issues, and potential foreign-tax credits, and prepare a filing checklist for United States. Cite official sources, show formulas and assumptions, and do not present the result as a completed tax return.

Tax Treatment of Derivatives, FX, and Commodities

Medium

Summarizes how a jurisdiction may treat options, futures, foreign exchange, and commodities, including timing, netting, elections, and reporting.

ID 69

Act as a derivatives-tax research specialist in United States. For instrument: options/futures/FX/commodities during tax year, explain recognition of gains and losses, timing, netting, possible elections, and required records in United States. Include examples, cite current official sources, and distinguish general information from instrument-, account-, or taxpayer-specific issues that require qualified advice.

Estimated Tax Payments and Filing Calendar

Pro

Estimates advance or quarterly payments related to investment income and organizes forms, deadlines, payment methods, and unresolved inputs.

ID 70

Act as a tax-compliance organizer in United States. Using $10,000 for tax year, explain how advance or quarterly payments would be estimated under current local rules. Create a dated calendar of forms, deadlines, payment methods, required data, and year-end review points. Cite official sources, show assumptions, and clearly mark every calculation that a qualified tax professional should review.

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How to use AI prompts to prepare tax questions

AI can organize facts and identify questions for a tax review, but it should not invent a filing position. Tax treatment depends on jurisdiction, tax year, residency, account type, and the exact sequence of transactions.

State the country or region, tax year, residency status, entity or account type, asset, transaction dates, and available records.
Separate income, capital gains, cost basis, withholding, deductions, losses, cross-border issues, and reporting obligations.
Ask for primary-source citations and unresolved questions, then confirm the conclusion with a qualified local tax professional.