Controls & SOX KPI Governance for Tax Design a controls performance dashboard aligned to [ControlFramework] for entities in [SOXScopeEntities]...

Executive Tax KPI Report Pack (Board/CFO) Assemble a concise, executive-level KPI report for [Audience] reflecting [ReportingPeriod] performance and outlook...

Indirect Tax Compliance Heatmap & Risk KPIs Create a regional KPI heatmap for indirect tax (VAT/GST/Sales & Use) across [Regions] and [ReturnTypes]...

Tax Automation ROI & Productivity KPI Model Develop a KPI framework to quantify ROI for [AutomationUseCase] implemented on [RPAPlatform]...

Tax Data Quality Scorecard for ERP Sources Construct a data quality KPI scorecard for tax-relevant data from [ERP] tables [SourceTables]...

Peer Benchmarking & Target Setting for Tax KPIs Develop a benchmarking analysis to set ambitious yet realistic targets for tax function KPIs using [BenchmarkSource] for…

Forecast Accuracy KPIs for ETR & Cash Taxes Create a forecast performance KPI pack covering [ForecastHorizonMonths]-month horizons for [ETRMetric] and [CashTaxMetric]...

Design a Tax Department Balanced Scorecard Create an executive-ready Balanced Scorecard for [CompanyName]’s tax function aligned to [StrategyOKRs] for [FiscalYear]...

ETR & Cash Tax Variance Driver Pack Build an executive KPI pack dissecting [CompanyName]’s Effective Tax Rate and Cash Tax Rate variances for [Quarter] across…

Close Cycle Time & SLA Dashboard for Tax Provision Produce a KPI dashboard for the [ProcessName] focusing on efficiency and reliability...

Pilot Rollout Plan & Success Metrics Create a 60–90 day pilot plan to validate deadline management at [PilotEntities] within [Timeframe]...

Executive KPI Dashboard Spec for Deadline-Driven Growth Specify a dashboard for [ExecutiveAudience] that ties deadline adherence to pipeline creation...

RFP Requirements Checklist for Tax Calendar Platforms Draft a comprehensive, weighted RFP checklist for [CompanyName] purchasing a deadline management solution across [Regions]...

Integration Blueprint: CRM ↔ Tax Calendar for Lead Triggers Draft a target-state integration between [CRM] and [TaxCalendarTool] to generate real-time lead triggers from approaching due…

Content Calendar Aligned to Statutory Due Dates Create a quarter-long content plan that captures demand before peak deadlines...

Lead Prioritization via Deadline Risk & Business Impact Construct a scoring model that ranks prospects by compliance risk and conversion potential...

Sales Demo Script: Deadline Management Pain → Solution Produce a step-by-step demo narrative showcasing [TaxCalendarTool] to a [BuyerPersona] evaluating deadline management...

ROI Business Case for Automated Tax Calendar Build an executive-ready ROI model comparing manual deadline tracking to an automated solution...

Webinar-to-Pipeline Plan on Multi-Jurisdiction Coordination Design a high-conversion webinar program on [Topic] for [Regions]...

CRM Data Model & Lead Scoring for Cross-Border Tax Deals Define a CRM architecture and scoring model tuned to multi-jurisdiction compliance coordination...

Prospect Segmentation by Imminent Tax Deadlines Create a prioritized prospect list by identifying organizations most exposed to near-term filing risk...

Pre-Deadline Outreach Cadence & Remediation Offers Design a multi-channel cadence that escalates as filing dates approach...

RFP Qualifier & Requirements Matrix for Cross-Border Compliance Produce a qualification questionnaire and requirements matrix to quickly assess fit for multi-jurisdiction compliance coordination...

Compliance Calendar Lead-Magnet & Workflow Checklist Create a gated lead-magnet that delivers a customized multi-jurisdiction tax compliance calendar and coordination checklist for [TaxTypes] across [Regions]...

Competitive Displacement Playbook for Tax Coordination Deals Develop a battlecard to displace [CompetitorName] or manual spreadsheets...

Five-Step Multichannel Outreach Sequence for Cross-Border Tax Leads Develop a 5-touch sequence targeting multi-jurisdiction compliance coordinators...

ROI & Business Case Model for Tax Coordination Technology Build a defensible ROI model comparing the status quo to coordinated multi-jurisdiction tax workflows...

Discovery Call Guide & Qualification Rubric for Cross-Border Compliance Draft a 30-minute discovery framework tailored to [BuyerRole] at [CompanyName] handling multi-jurisdiction obligations across [SellingJurisdictions]...

ABM Plan for Multi-Jurisdiction Compliance Coordination Buyers Create a tiered Account-Based Marketing plan for [TierAccounts] in [Vertical] operating across [Regions]...

Build an ICP and TAM for Multi-Jurisdiction Tax Compliance Buyers Create a detailed Ideal Customer Profile and Total Addressable Market model for multi-jurisdiction tax compliance…

Reporting Catalogue & Automation Backlog Prioritization Compile a comprehensive tax reporting catalogue for [CompanyName] and prioritize automation opportunities...

Audit-Ready Tax Data Lineage & Evidence Pack Design Design an end-to-end data lineage and evidence pack for [CompanyName] to support audits in [Jurisdiction]...

Legacy-to-Target Tax Data Migration & Cutover Plan Draft a migration plan to move tax data from [LegacySystem] to [TargetPlatform] by [GoLiveDate]...

Tax Data Quality Assessment & Remediation Plan Design a data quality assessment for [CompanyName]’s tax dataset spanning [ERPSystem] and [Subledger]...

Pillar Two (GloBE) Data Readiness Map & Gap Analysis Develop a Pillar Two data readiness assessment for [CompanyName] across [Region] entities...

Indirect Tax (SAF-T/e-Invoicing/MTD) Data Pipeline Blueprint Create a blueprint for an indirect tax data pipeline supporting [Regime] (e.g., SAF-T, e-invoicing, MTD) for [CompanyName] in [Jurisdiction]...

Tax Data Governance, Controls & Ownership Framework Establish a governance framework for [CompanyName]’s tax data across [Region] with clear ownership and controls...

Tax Data Source Inventory & Taxonomy Blueprint Develop a complete inventory and taxonomy of tax-relevant data for [CompanyName] to support compliant reporting across [Region]...

RFP Requirements & Scoring Matrix for Tax Data Management Platform Create an enterprise-grade RFP for a tax data management and reporting platform for [CompanyName] with…

Tax Data ROI/TCO Model & Business Case Build a quantified ROI and TCO model for implementing a tax data hub at [CompanyName]...

Tax Automation KPI & Analytics Specification (Dashboard-Ready) Define a KPI specification for automated [TaxType] operations using [BI_Tool] connected to [DataSource]...

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Global Compliance Calendar, SLA & RACI for Tax Operations at Scale Construct a unified compliance calendar for [TaxType] filings across [Countries] with clear SLAs and…

Exception Handling & Case Management Playbook for Tax Automation Author a standardized playbook for managing exceptions in the automated [TaxType] workflow using [CaseSystem]...

Pilot Implementation Plan & Text-Based Gantt for Tax Workflow Automation Produce a 12-week pilot plan for automating [PilotScope] within [Region] for [CompanyName] under budget [Budget]...

Controls & Compliance Risk Matrix for Automated Tax Processes Develop a control framework for the automated [TaxType] workflow in [Region], aligned to [ControlStandard] (e.g., SOX,…

Tax Data Architecture & Integration Specification (Source-to-Report) Draft a minimal, governed data architecture enabling automated [TaxType] workflows for [CompanyName] across [Countries]...

End-to-End Tax Workflow Blueprint (BPMN-Style) with SLAs & Controls Design a future-state BPMN-style workflow for [TaxType] across entities [EntityList] in [Region] integrating [ERPSystem], [DataRepository] and…

RPA vs Native Automation Decision Framework & Weighted Scoring Create a decision framework to select between RPA, iPaaS, or native [TaxEngine] automation for the [ProcessName]…

Change Management, Training & Adoption Plan Develop a change management plan to drive adoption among [StakeholderGroups] impacted by the new tax platform...

Post-Implementation KPIs & Continuous Improvement Backlog Define a post-implementation performance framework for the tax platform...

Automation Opportunity Assessment & ROI Model for Tax Workflow Candidates Evaluate [CompanyName]’s current [TaxType] process in [Region] to identify high-value automation opportunities and produce a…

Implementation Roadmap & Milestone Plan to Go-Live Create a phase-based implementation roadmap for the selected tax platform targeting go-live on [TargetGoLiveDate] across [Regions]...

Data Migration & Mapping Strategy for Tax Systems Design a data migration strategy from [SourceSystems] into the new tax platform, addressing historical loads and delta…

Integration Architecture & API Contract Definition Propose an integration architecture between the tax platform and [CurrentERP], [DataWarehouse], and [iPaaS]...

Program Governance & RACI for Tax Tech Implementation Establish governance for the tax software program with a clear decision model and RACI...

UAT Plan, Cutover Strategy & Rollback Criteria Construct a comprehensive UAT plan and cutover strategy for the tax platform...

RFP Requirements Matrix for Tax Software Procurement Draft a comprehensive RFP requirements matrix for [CompanyName] operating across [TaxJurisdictions] covering [ReturnTypes]...

Transfer Pricing Policy Pack & Intercompany Agreements Checklist Draft a pragmatic transfer pricing policy for [CompanyName] covering [TransactionTypes] (e.g., services, royalties, tangible goods) with target…

Vendor Shortlist & Weighted Scorecard for Tax Software Develop a weighted scorecard to objectively shortlist tax software vendors for [CompanyName] across [Regions] within the [Industry]…

Business Case with ROI/TCO for Tax Engine Replacement Build an executive-ready business case comparing current-state tax operations to a proposed [TaxEngine] implementation capped at [BudgetCap]…

Cross-Border VAT/GST Readiness for E-Commerce Expansion Assess indirect tax obligations for [EcommercePlatform] selling into [TargetCountries] with annual sales of [AnnualSalesByCountry] and stock locations in [WarehousingLocations]...

Withholding Tax Optimization Map for Capital and IP Flows Design an optimization map for cross-border payments from [SourceCountries] to [RecipientJurisdictions] covering [PaymentTypes]...

Permanent Establishment (PE) Risk Heatmap for Market Entry Assess PE risk for [CompanyName] entering [TargetMarkets] under [OperatingModel] (e.g., commissionaire, distributor, remote workforce)...

Repatriation & Cash Deployment Strategy Under Treaty and CFC Constraints Develop a tax-efficient repatriation strategy for [CompanyName] with cash balances of [GlobalCashBalance] across [CashCountries]...

IP Migration & DEMPE Alignment Roadmap Create a roadmap for migrating [IPPortfolio] from [CurrentOwners] to [ProposedLocation] aligned with DEMPE functions...

US CFC/GILTI Exposure Playbook for International Footprint Prepare a CFC/GILTI exposure playbook for [USParentName] with subsidiaries in [SubsidiaryCountries]...

Board-Ready Summary Deck: SALT Incentive Decision Draft a concise board deck for [Audience] to support a go/no-go on incentives by [DecisionDate]...

ABM Prospect Scoring for International Tax Strategy Leads Analyze growth signals to prioritize prospects likely to need international tax strategy support...

BEPS Pillar Two Readiness Gap Assessment for Multinational Groups Conduct an executive-level Pillar Two readiness assessment for [CompanyName] operating in [OperatingRegions] with estimated consolidated revenue…

Cross-Border ETR Scenario Modeling for Holding Structure Alternatives Model 3–5 alternative international holding structures for [CompanyName], considering [CandidateJurisdictions], [ProjectedEBITDA], and [TimeHorizon]...

Footprint Audit for Unclaimed/Retroactive Incentives Conduct a retrospective audit across facilities listed in [FacilityListFile] for the period [Years] to uncover unclaimed or under-realized incentives...

EDO Outreach RFP Pack for Competitive Offers Draft a complete outreach package to economic development organizations (EDOs) seeking competitive incentive proposals for [CompanyName]...

Clawback & Covenant Risk Model for Incentives Build a clawback risk model for an incentives portfolio tied to targets of [JobsCreatedTarget] new jobs with a…

Program-Level Incentive NPV & Sensitivity Analysis Calculate present value and sensitivities for major incentive types beginning [StartDate]...

Compliance Calendar & Deliverable Tracker for Awards Create a compliance calendar for [ProgramList] starting from grant/agreement effective date [GrantAgreementEffectiveDate]...

Negotiation Strategy & Give-Get Matrix Develop an incentives negotiation plan for [TopThreeJurisdictions]...

Audit-Ready Risk Scoring & Remediation (Pre-Sale Diagnostic) Build a red-amber-green (RAG) risk scoring rubric to assess a prospect’s audit readiness during pre-sale...

Multi-State Incentive Scan & Shortlist Evaluate state and local tax incentives and produce a prioritized shortlist for [CompanyName]’s upcoming expansion...

Incentive Package Business Case & Decision Memo Prepare a decision-ready business case comparing incentive packages across jurisdictions for an expansion with [ProjectCapex] initial capex...

Lead List: Companies Likely Eligible for State/Local Incentives Generate a prospecting list of companies in [TargetSectors] that are likely to qualify for state/local incentives aligned…

CFO/Tax Director Objection-Handling Playbook Create a rigorous objection-handling playbook for [IndustryFocus] prospects led by a [Role]...

Lead Magnet: R&D Claim Documentation Kit (Pre-Sales) Create a downloadable “R&D Claim Documentation Kit” that doubles as a lead magnet for [CompanyName] prospects considering a…

Referral GTM: CPA & PE Partnership Playbook Design a partner-led lead generation plan focused on CPA firms and PE/VC portfolios in [Region]...

Executive ABM Outreach Sequence for CFO/CTO Personas Design a five-touch, multi-channel outreach sequence for [ServiceName] targeting [CompanyName] stakeholders in [IndustryFocus] for [TaxYear]...

Data Enrichment Spec: Detect R&D Signals at Scale Define a practical data enrichment workflow to surface R&D-related intent across target accounts in [Region] and [NAICS]...

R&D Credit ROI & Fee Proposal Calculator Build an executive-ready calculator that estimates the R&D credit and supports a transparent fee proposal...

ICP & TAM Builder for R&D Credit Prospects Develop a precise Ideal Customer Profile (ICP) and Total Addressable Market (TAM) for R&D tax credit outreach...

Prospect Scoring Model for R&D Eligibility & Intent Create a weighted scoring model to prioritize companies most likely to qualify for and claim the R&D…

R&D Credit Pre-Qualification Questionnaire (Four-Part Test) Draft a concise, executive-friendly pre-qualification questionnaire that screens inbound leads against the IRS four-part test (permitted purpose, elimination of…

Management Incentive Plan (MIP) Structuring Pre/Post Deal Craft a tax-efficient MIP for executives in [Jurisdiction] sized at [MIPPoolSize], selecting [InstrumentType] (e.g., options, RSUs, growth shares)…

Advance Ruling/APA Pack for Transaction Structure Prepare a draft submission pack to [TaxAuthority] seeking confirmation on [TransactionSummary]...

Seller Rollover & Earn-Out—Tax-Optimal Design Design a seller consideration mix for [SellerName] featuring equity rollover of [RolloverPercent] and an earn-out tied to [EarnoutMetrics] over [MeasurementPeriod]...

LBO Financing Structure—Interest Deductibility & ETR Guardrails Architect a holding/financing stack for a leveraged buyout with debt of [DebtAmount] at [InterestRate], targeting leverage of [LeverageMultiple]x…

Tax-Free Spin/Carve Strategy Feasibility & Risk Grid Assess feasibility of a tax-efficient separation of [SpinCo] from [ParentCo] via spin-off, split-off, or taxable carve followed by…

Indirect Tax Leakage Plan—Asset vs. Share Deal Determine the indirect tax-optimal path for acquiring identified assets vs...

Post-Merger Legal-Entity Rationalization (LER) Roadmap Create a tax-efficient LER roadmap following close, targeting ETR stability and compliance simplicity across [Regions] for a footprint of [EntityCount]…

Attribute Preservation Step Plan (NOLs & Credits) for Merger Design a detailed legal-entity step plan for [Acquirer]’s merger with [Target] that maximizes preservation and usability…

Cross-Border IP Migration Aligned to Transaction Propose a tax-efficient IP migration to support the transaction, relocating the [IPPortfolio] from [OriginCountry] to [DestinationCountry] while aligning with…

Intercompany Financing: Interest Rate Benchmark & Term Sheet Develop an arm’s-length interest rate benchmark and draft a financing term sheet for a loan from the…

APA Readiness Assessment & Pre-Filing Brief Draft an Advance Pricing Agreement (APA) readiness assessment and pre-filing brief for [Jurisdiction] covering [CoveredTransactions] for [YearsCovered]...

Options Matrix for Tax-Efficient Deal Structure Evaluate and recommend the most tax-efficient structure for [CompanyName]’s proposed [DealType] of [TargetName] across [Jurisdictions] at an enterprise value…

TNMM Target Range & Year-End True-Up Policy Compute the TNMM arm’s-length target range and define a year-end true-up policy for [TestedParty] in [Region] for [FiscalYear]…

Intercompany Agreement Gap Analysis & Redline Checklist Conduct a gap analysis of intercompany agreements for [AgreementList] covering [TransactionType] effective [EffectiveDate] in [Jurisdiction]...

Master File & Local File Storyline and Evidence Map Create the storyline and evidence map for [GroupName]’s BEPS Action 13 Master File and Local File(s)…

Audit Defense Dossier & Q&A Preparation for {{TaxAuthority}} Assemble an audit defense dossier for [TaxAuthority] covering [KeyTransactions] in [FiscalYear] and prepare management for interviews...

Intangibles: Platform Contribution & CSA Valuation Approach Draft a valuation approach for a cost sharing arrangement effective [CSAStartDate] among [Participants] covering [IntangibleFamily]...

Functional & DEMPE Analysis Pack for Priority Transactions Prepare a structured functional analysis and DEMPE assessment for [BusinessUnit] covering [TransactionType] involving [IntangibleType] across [Regions] during…

Benchmarking Study Design & Comparable Search Strategy Design a defensible benchmarking plan for [TransactionType] using the [Method] method for [Industry] entities...

Case Study Builder for Tax Strategy Credibility Create an anonymized case study template that converts outcomes from [ClientType] in [TargetIndustry] into persuasive, compliant proof for…

High-Conversion Landing Page Brief for Strategic Tax Optimization Draft a conversion-focused landing page brief for [FirmName] offering strategic tax planning in [Region] to [TargetIndustry]...

Transfer Pricing Risk Heatmap & Prioritization Plan Develop a defensible transfer pricing risk heatmap and 90-day remediation plan for [EntityList] operating in [Region] for fiscal…

Webinar-to-Pipeline Funnel for Tax Planning Offers Build a complete webinar funnel to generate SQLs for a strategic tax optimization offer targeting [TargetIndustry] in [Region]...

ROI/TCO Calculator Specification for Tax Optimization Draft a product-ready specification for a calculator that estimates ROI of strategic tax planning...

ABM Playbook Triggered by Tax-Relevant Events Create an Account-Based Marketing playbook for [TieringModel] target accounts where tax optimization value is likely after [TriggerEvent] (e.g., acquisition,…

Referral & Partner Ecosystem for Tax Planning Pipelines Design a partner program that sources qualified leads for strategic tax optimization services from [PartnerType] (e.g., audit…

Lead Scoring Model Using Compliance & Complexity Signals Build a lead scoring system prioritizing prospects with high strategic tax optimization potential...

Transfer Pricing Position – Method Selection & Local File Excerpt Draft a transfer pricing position for intercompany [TransactionType] involving [TestedParty] for [FinancialPeriod]...

Pillar Two (GloBE) Scoping and Position Documentation Prepare a Pillar Two scoping analysis for the [FinancialYear] group using [AccountingStandards]...

Executive ICP & TAM for Strategic Tax Optimization Develop a detailed Ideal Client Profile and Total Addressable Market for strategic tax planning services...

Compliant Multistep Outreach for Tax Strategy Prospects Create a 6-touch, compliance-aware outbound sequence to generate meetings for strategic tax optimization...

SEO Content Cluster for Strategic Tax Optimization Demand Capture Design an SEO content cluster to attract qualified leads for strategic tax planning in [Region] focused…

VAT/GST Place-of-Supply and Registration Assessment Perform a VAT/GST analysis for cross-border supplies of [SupplyType] by [CompanyName] (supplier in [SupplierCountry]) to customers in [CustomerLocations]...

Cross-Border Withholding Tax & Treaty Benefits File Document withholding tax analysis for [PaymentType] paid by [PayorCountry] to [PayeeCountry] for [BeneficialOwnerName]...

R&D Credit (§41/§174) Position and Workpaper Package Prepare an R&D credit position for [TaxYear] covering [BusinessUnits] with a defensible methodology...

State & Local Nexus Research and Exposure Quantification Analyze sales/use income tax nexus for [CompanyName] over [Timeframe] across [StatesUnderReview]...

Sales & Use Taxability Matrix for {{ProductOrService}} Develop a multi-jurisdiction taxability matrix for [ProductOrService] across [StatesOrProvinces] considering [PrimaryUseCases], bundled transactions, and optional [ImplementationServices]...

Tax Research Memo – Capitalization vs. Deduction under §263(a)/§162 Draft a formal tax research memorandum assessing whether [CompanyName] may currently deduct or must capitalize costs…

FIN 48/ASC 740 Uncertain Tax Position Documentation Prepare comprehensive FIN 48 documentation for the uncertain tax position “[PositionName],” including recognition and measurement analyses as of…

ASC 740 Position Support – ETR and Provision Workpaper Create a workpaper that ties the tax research conclusion for [CompanyName]’s [PositionName] to the quarterly provision…

Post-Audit Remediation & “Fix-Forward” Control Plan Develop a corrective action plan to remediate audit findings and reduce recurrence risk...

Audit Defense Services—Lead Qualification & Proposal Builder Build a client acquisition kit for tax audit defense services targeted at [Industry] in [Region]...

Appeals Strategy Brief & Docketing Plan Prepare a formal strategy brief for administrative appeals (e.g., [AppealsOffice]) or tribunal filing in [Jurisdiction]...

Penalty Abatement & Reasonable Cause Package Draft a penalty relief package leveraging reasonable cause, first-time abatement, or statutory defenses in [Jurisdiction]...

Auditor Meeting Script & Communications Plan Create a structured script and communications plan for the opening (or pivotal) meeting with [TaxAuthorityName]...

Data Room Architecture & Redaction Protocol Design a secure audit data room structure and redaction workflow...

Settlement & Resolution Decision Framework (Expected Value) Construct a resolution framework weighing concede/settle/appeal options...

Issue Position File & Evidence Index Builder Assemble a defensible issue position file for contested items...

Draft Tax Footnote & MD&A Talking Points from Provision Package Draft the ASC 740 tax footnote and MD&A talking points for [CompanyName] in [ReportingCurrency] for…

Audit Defense Intake & Triage Blueprint Create a comprehensive intake and triage plan for an active tax audit...

IDR / Information Request Response Workplan & Tracker Develop a structured workplan to manage and respond to all audit information requests...

SOX-Ready Provision Process Controls and Evidence Map Design a SOX-ready control framework for [CompanyName]’s tax provision process...

Deferred Tax Rollforward and Rate Reconciliation by Jurisdiction Prepare a deferred tax rollforward for [CompanyName] from [StartDate] to [EndDate] for [Jurisdiction] with reconciliation to the…

Interim AETR Computation with Sensitivity Scenarios Compute the interim annual effective tax rate (AETR) for [CompanyName] for [InterimPeriod] using [AnnualPretaxForecast] and isolating [NonRecurringItems] as discrete...

Acquisition (ASC 805) Tax Provision and Opening Balance Setup Prepare the tax provision impacts of acquiring [AcquiredEntity] on [AcquisitionDate] for [CompanyName]...

Cross-Border Regimes Impact (GILTI/FDII/BEAT & Pillar Two) on Provision Assess the impact of U.S...

Stock-Based Compensation Tax Effects and APIC Pool Tracking Analyze tax effects of [EquityAwardTypes] at [CompanyName] using [GrantDataFile]...

E-Invoicing/SAF-T Compliance Tech Stack Map & Vendor RFP Create a technology stack map for digital reporting (e-invoicing, real-time reporting, SAF-T) integrated with [ERPPlatform] across [CountriesInScope]...

DAC6/MDR Monitoring Pipeline and Prospect Education Kit Design a monitoring pipeline for DAC6/MDR reportable cross-border arrangements for [FirmName] serving [EUJurisdictions]...

Build a Consolidated Quarterly ASC 740 Tax Provision Pack Produce a consolidated ASC 740 tax provision for [CompanyName] for [FiscalQuarter] [FiscalYear] in [ReportingCurrency] across [JurisdictionList]...

Provision-to-Provision Variance Analysis with Executive Summary Perform a provision-to-provision variance analysis for [CompanyName] comparing [ComparisonPeriods]...

Valuation Allowance Assessment and Documentation Dossier Conduct an ASC 740 valuation allowance assessment for [CompanyName] using inputs from [DTAComponentsFile]...

VAT/GST Registration & Filing Calendar Lead Magnet Produce a country-by-country VAT/GST registration and filing calendar tailored to [BusinessModel] selling [ProductType] into [TargetRegion] with projected monthly…

Permanent Establishment (PE) Risk Audit Campaign Plan Develop a PE risk audit campaign for [TargetIndustry] companies operating across [CountriesOfOperation] with a distributed workforce of [RemoteWorkerCount]...

Transfer Pricing Documentation Refresh—Offer Positioning & Content Plan Craft a market offer for transfer pricing documentation refresh covering Master File/Local File and intercompany agreements for…

Cross-Border Payroll Withholding & Social Security Diagnostic Build a diagnostic for cross-border payroll tax and social security compliance for employees outbound from [HomeCountry] to [HostCountries]...

M&A Pre-Deal International Tax Diligence Checklist & Proposal Assemble a pre-deal diligence toolkit for [BuyerType] evaluating a cross-border target with deal size [DealSizeUSD] and operations…

CbCR Risk Signals Pack and Discovery Call Script Create a Country-by-Country Reporting (CbCR) risk signals pack for [CompanyName], filing in [FilingCurrency] under [AccountingStandard] with an…

Webinar Program: “Sales & Use Tax Survival” Design a lead-generating webinar titled [WebinarTitle] scheduled [Date] for [Industries]...

RFP Response Blueprint: Managed S&U Tax Compliance Create a structured RFP response template for offering [ServiceModel] managed sales & use tax compliance...

Prioritize Multinational Accounts for International Tax Compliance Outreach Build a ranked target-account list of companies likely to need international tax compliance and reporting support...

Pillar Two Readiness Assessment Offer & Scoring Rubric Design a client-facing Pillar Two readiness assessment for [CompanyName] targeting prospects in [TargetRegion] with the minimum effective…

Exemption Certificate Management Pain Index Evaluate exemption certificate risk for prospects to fuel lead generation around certificate automation...

Competitor Displacement Play: Tax Engine Swap Design a competitor-displacement campaign targeting users of [CompetitorTaxEngine] in [TargetRegions]...

Content Calendar for S&U Tax Lead Gen Create a quarter-long content plan to drive qualified leads for sales & use tax compliance in [Quarter] targeting…

ROI Model: Manual vs. Automated Compliance Build an ROI analysis contrasting current manual sales & use tax processes with an automated solution...

Persona-Based Outreach Sequence for S&U Tax Pain Draft a multi-touch outreach sequence tailored to [Persona] at [TargetCompany] in the [Industry] sector, triggered by [TriggerEvent] (e.g.,…

Proposal & Pricing Matrix for Federal/State/Local Return Preparation Assemble a client-ready proposal for return preparation services with tiered scope [ServiceTiers] across [FormTypes] and anticipated [StateCount]…

ICP + Priority Account List for Sales & Use Tax Solutions Develop an executive-ready Ideal Customer Profile (ICP) for [CompanyName] and generate a prioritized list…

Economic Nexus Detection from Transaction Data Analyze the uploaded [TransactionFile] to identify economic nexus crossings and emerging exposure for sales and use tax...

Regulatory Change–Driven Prospecting Radar Synthesize a prospecting alert list by mapping recent and upcoming sales & use tax changes to affected companies in [TargetRegions] and…

Rapid Campaign Brief for New Tax Law or Filing Requirement Create a same-week campaign brief explaining [LawChangeSummary] effective [EffectiveDate] and its impact on [ImpactedEntities] across…

SEO & PPC Plan for Return Preparation Across Priority States Develop an integrated SEO/PPC plan to acquire leads for tax return preparation in [PriorityStates] within…

ROI & Risk Exposure Model to Qualify Return Prep Prospects Build a simple ROI and risk exposure model using [ProspectDataFile] to quantify the value of…

Channel Partner Sourcing for Tax Return Prep Referrals Design a partner prospecting plan to secure referrals for return preparation from [PartnerTypes] across [Regions]...

Webinar Funnel Plan: Multistate & City Return Obligations Create a full-funnel plan for a webinar titled “[WebinarTopic]” on [Date] with speakers [Speakers] aimed at prospects…

Tax Compliance CRM Pipeline & Document Intake Blueprint Blueprint a CRM pipeline in [CRMPlatform] tailored to federal, state, and local return preparation...

Prioritize Tax Return Preparation Leads by Compliance Complexity Analyze the lead dataset in [CompanyListFile] and produce a ranked list of prospects for federal, state, and…

Personalized Outreach Sequences for Federal/State/Local Return Prep Draft a multi-touch outreach sequence tailored to [Persona] in the [Industry] sector operating in [Region] for the upcoming…

Deadline-Driven Content Calendar to Capture Return Prep Demand Create a deadline-aligned content calendar for [TaxYear] that attracts prospects needing federal, state, and local return preparation…