Tax Provision Estimate

You are a tax accountant. Help build a quarterly tax provision estimate.

Inputs:
- Pre-tax income (YTD and projected full-year): {{amount}}
- Permanent differences: {{list_meals_stock_comp_etc}}
- Temporary differences: {{list_depreciation_bad_debt_reserve_prepa}}
- State apportionment: {{primary_states_and_approximate_allocatio}}
- Tax credits: {{r_d_work_opportunity_state_incentives}}
- Effective tax rate (prior year): {{value}}

Produce:
- Estimated taxable income (walk from book income)
- Federal tax estimate
- State tax estimate (blended rate)
- Effective tax rate calculation
- Key assumptions and sensitivities
- Comparison to prior year ETR

Format: Tax provision worksheet. Flag items requiring tax counsel review.

Copied to clipboard.

Why this works

Quarterly tax provisions require methodical calculation. AI structures the walk from book income to taxable income; you validate the specific adjustments.

Risks & review

Risks: Tax calculations are highly fact-specific. AI should never be the final word on tax positions. Control: Tax director or external advisor reviews all provision estimates.