Tax monitoring
Project Description: AI monitors selected official tax sources, identifies relevant updates and drafts summaries with effective dates and source links. Tax specialists check applicability and approve each summary before it is used.
Implementation effort
88–328staff hours total
Current workload
—staff hours / month
Net time saved
—staff hours / month
Project difficulty
Moderate
Implementation work
Define coverage and expert review16–56h
- Select five official sources for one tax regime and two jurisdictions; agree priorities and date handling.
- Define applicability checks and expert approval before summaries are used.
Connect sources and prepare past updates16–64h
- Prepare source feeds or exports, preserving publication and effective dates.
- Assemble 20 historical updates with expert summaries and applicability decisions.
Configure monitoring and cited summaries24–96h
- Configure source checks, duplicate removal and classification of relevant updates.
- Draft summaries with dates and citations, and route them to the expert approval queue.
Test dates, summaries and missed updates24–80h
- Compare historical summaries and dates with expert answers; check superseded rules and missed updates.
- Correct classification or summary failures and rerun the test set.
Pilot the tax review queue8–32h
- Pilot monitoring and escalation with tax owners; train reviewers on applicability and effective-date checks.
- Assign monitoring ownership and document manual fallback for processing failures.
Ongoing work
Maintain tax monitoring40–160h / yr
- Check source feeds and regression results, and maintain classification and applicability rules.
- Update tests as sources or regulations change; reviewing each live update remains ordinary tax work.
Further projects
- Cover additional tax regimes, jurisdictions or official sources.
- Add filing-exception support or regulatory-inquiry preparation as separately scoped projects.