Loctax

Yuliya Chakhovich

Learn how to ask the AI assistant tax questions, check its answers, and use libraries, tabular reviews, playbooks and MCP connections.

AI Assistant

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

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

Learn how to check the sources behind an AI assistant answer and verify it.

Inspect cited sources and verify an answer

Learn how to ask follow-up questions in the same chat to refine the AI assistant's analysis.

Ask follow-up questions to refine an analysis

Learn how to let the AI assistant use your own documents and your organization's data in a question.

Use supported documents or organisational context in a question

Ask the AI Assistant good questions, check its sources and use your own data.

Asking questions

Learn how to create a library and add your documents so the AI assistant can search them.

Create a library and add your documents

Learn how to get answers from the documents in your libraries.

Get answers from your own documents with Libraries

Build libraries of your own documents and get answers from them.

Libraries

Learn how to create a tabular review so the AI assistant answers the same questions for many countries or entities.

Create a tabular review to compare countries or entities

Learn how to check the answers in a tabular review, refine them and share the result.

Check, refine and share a tabular review

Compare countries or entities side by side with tabular reviews.

Tabular reviews

Learn how to use a playbook so the AI assistant follows proven instructions for a recurring task.

Use a playbook in a chat

Learn how to create your own playbook and share it with your team.

Create your own playbook and share it with your team

Reuse proven instructions with playbooks.

Playbooks

Learn how to connect Claude to Loctax with MCP so you can use the Loctax AI assistant from inside Claude.

Connect Claude to Loctax (MCP)

Learn how to connect ChatGPT to Loctax with MCP so you can use the Loctax AI assistant from inside ChatGPT.

Connect ChatGPT to Loctax (MCP)

Use the Loctax AI Assistant from Claude or ChatGPT.

Connecting other AI apps

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Build your first workflow and watch it run end to end.

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