From the course: The AI-Driven Accountant

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ChatGPT: Write a tax memo (from tax research)

ChatGPT: Write a tax memo (from tax research)

From the course: The AI-Driven Accountant

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ChatGPT: Write a tax memo (from tax research)

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- [Instructor] Welcome back. In this lesson we're going to learn how to draft a tax memo or a response to a client that may have asked us for a semi complex accounting or tax question. For some context, we're actually going to use the exact same response from the previous lesson where we asked it to do a deep research on a very specific tax question. You could also imagine yourself copying and pasting a particular tax document or a research that you did on your own to create the context first. So you're going to do that first. Either do a deep research, such as the one that we did on the last lesson, or you're going to copy and paste your own context. But then the next step here is then you can actually ask it to draft a letter for you so we can give the client a formal answer. So we're going to say draft a letter as a formal tax advice and memorandum, that summarizes the results from the research project and states the specific official IRS treasury or tax court case websites that…

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