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Emma Miller

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XXX min read

Use TaxGPT to Write Accurate Tax Memos in Minutes

Published on
June 25, 2024
Updated on
July 3, 2024
Use TaxGPT to Write Accurate Tax Memos in Minutes
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Beyond TaxGPT’s research capabilities, another powerful addition for our Tax Pros’ arsenal is the Tax Memo tool. The Tax Memo tool has been trained on hundreds of correspondence templates, including client-facing memos, internal organizational memos, tax authority responses, and tax elections.

Client wants to know about the tax ramifications of moving to a different state? Done in seconds.

Sending your entire firm a memo with the onboarding link for your TaxGPT team subscription with our best practices notes? Handled.

CP2000 response? Easy.

Need a Section 83(b) election? Mission accomplished.

Speaking of best practices - here’s how it work:

1. Simply click the “Tax memo” button in TaxGPT’s new thread window:

Tax memo writing tool
TaxGPT Tax Memo Writing Tool

2. You’ll be greeted by our blue-trim user interface, where you can prompt the writing agent and click the white guillemets to continue:

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3. The Memo Writing tool will now generate a plan based on your request. You can edit this plan by clicking the edit button in the top right. Once the plan is satisfactory, simply click the “Write” button.

Tax memo plan
TaxGPT generated tax memo plan

4. You will find a beautifully-crafted memo, including useful sources. Using the five buttons at the bottom of the memo, you can: provide feedback to our AI agent using the thumbs up and thumbs down buttons, and also email, copy, or print the memo directly.

Tax memo example

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