AI for Tax: Start Here

A structured, free course for tax professionals on using AI in tax practice. Built by Akash Taneja — Top 50 AI Tax Leader 2026. 5 modules, 15 lessons, module quizzes with a 75% pass threshold, and a final hands-on project. Completely free.

Module 1: Why AI in Tax Is Different

Understanding the landscape before you start. What AI actually is and is not, why tax is one of the highest-value domains for AI, and the key risks every tax professional must understand before using AI in practice.

  • What AI Is (and What It Is Not) — LLMs predict text, they do not look up facts
  • Why Tax Is a High-Value Domain for AI — structured language, repeatable reasoning patterns
  • The Three Risks: Hallucination, Currency, Confidentiality

Module 2: Prompting for Tax Professionals

How to write AI prompts that produce useful, professional output for real tax work. Three structured frameworks — RISEN, CRISP, and COAST — applied to common tax tasks including research, analysis, and client communication.

  • Why Generic Prompts Produce Generic Answers
  • The RISEN Framework for Tax Research (Role, Instructions, Steps, End goal, Narrowing)
  • CRISP and COAST for Client Communication and Correspondence

Module 3: AI for Tax Research

Using AI to accelerate ATO research, legislative interpretation, and case analysis. How to verify AI output against primary sources and build a reliable, repeatable research workflow.

  • Researching ATO Rulings and Tax Determinations with AI
  • Interpreting Tax Legislation with AI Assistance
  • Building a Personal AI Research Workflow

Module 4: AI for Client Communication

Drafting client advice letters, tax position summaries, and plain-English explanations with AI. How to review and quality-control AI-generated client output before it goes out the door.

  • Drafting Client Advice Letters with AI
  • Plain-English Tax Explanations for Non-Technical Clients
  • Reviewing and Quality-Controlling AI Output

Module 5: Building Your AI Practice

How to systematise AI use across a tax practice. Building a personal prompt library, setting up team workflows, and staying current as AI tools evolve quickly.

  • Building a Personal Prompt Library You Can Reuse
  • Team Workflows and Knowledge Sharing
  • Evaluating New AI Tools as They Emerge

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