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AI tools for tax research: the role they can play, how to use them well, and the safeguards to avoid getting things wrong and manage risk – this is what’s covered by this episode. AI can help save time, make our lives easier, and make tasks less frustrating as part of the research process. We are joined by Tony Court, who has worked in tax for over 40 years, and who has been testing and helping refine a tax-research AI tool. From his experience, he has learn a few tricks along the way about how to use them better. He shares them in this episode.

Show notes: thetaxprofessionalspodcast.com/TTPP120

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Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse

Masterclasses for tax professionals: https://www.thetaxprofessionalspodcast.com/masterclasses/ 

Timings

• Intro to Tony and his tax career
• (8:15) How Tony has been involved in the creation of an AI tool for tax research
• (19:00) The role of AI in tax research and advice for using it well
• (29:15) Precautions and safeguards for using AI in tax research
• (41:00) Can you use general AI tools like Chat GPT in tax research?
• (45:30) Tony’s recommendation on the back of this episode

Resources

Info on training courses for tax professionals/teams, on tax skills and other skills valuable for working in tax

GeniA-L Tax Research Tool – Details and Demo

Masterclasses for tax professionals: https://www.thetaxprofessionalspodcast.com/masterclasses/ 

Recommended podcast episodes:

• TTPP119: From In-House Tax Apprentice to Manager: How To Succeed with an Unconventional Tax Career with Chloe Radcliffe-Scott
• TTPP118: How She Reinvented Herself, Her Tax Career and Created Amazing Team Culture with Sehjal Gupta [Tax Career Success Secrets Series]
• TTPP113: Exceptional Tax Technical Skills: Key Benefits and Why You Should Develop Yours