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Tax Research Assistant

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Tax Research Tool Summary

Last Updated: September 25, 2024

The Tax Research Tool is designed to assist CPAs with comprehensive and efficient tax research. With a free-form text input, CPAs can interact with a chatbot to conduct unlimited tax research, access federal and state tax information, and retrieve court cases and IRS publications. The tool offers multiple response formats, making it versatile for professional...

How to Ask a Tax Research Question

Last Updated: September 25, 2024

The Tax Research Tool is designed to help CPAs and tax professionals conduct efficient and thorough research on various tax-related topics. By interacting with the tool’s free-form text chatbot, users can ask tax research questions and access a wide range of federal, state, and IRS resources. This guide will walk you through how to ask...

How to Search by Citation

Last Updated: September 25, 2024

The Tax Research Chatbot Tool provides users with a streamlined interface for performing various types of tax-related searches, including IRS Publications, Tax Court Rules, Tax Court Docket Numbers, and IRS News Releases. This tool allows tax professionals and researchers to quickly access relevant citations and documents by inputting formatted queries into designated search fields. Features...