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Ask a tax question with enough context to get a useful answer

Learn how to ask the AI assistant a tax question with enough context to get a useful answer.

Written by Yuliya Chakhovich

Steps

  1. Open AI Assistant and select New chat.

  2. Say where, who, what and when: name the country, the type of entity, the tax and the year.

  3. Describe the facts that matter, and say what you want back, such as a short summary, a list or a table.

  4. Select the sources button and choose where the assistant looks: your organization's data, IBFD, your libraries and web search.

  5. Send the question. The assistant answers in the format you asked for and cites the sources it used.

Example

From an Irish tax perspective, explain how waiving an intercompany loan is taxed in 2026, for both the lender and the borrower. Answer in a short memo, and list the main risks.

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