AI Toolkit for the Tax Manager
A practical AI prompt library and workflow reference for UK tax practitioners. 15 ready-to-use Claude prompts across corporation tax, R&D claims, VAT partial exemption, year-end planning, transfer pricing, HMRC enquiries, IHT, SDLT, MTD readiness, and client briefings.
What's inside
- 15 ready-to-use Claude prompts across corporation tax, R&D claims, VAT partial exemption, year-end planning, transfer pricing, HMRC enquiries, IHT, SDLT, MTD, and client briefings
- A CLAUDE.md system prompt that calibrates Claude for the UK tax adviser role
- Spring 2026 Budget provisions referenced where they affect the advice
- 4-point tax-advice control framework — qualified review, no confidential data in consumer AI, no avoidance refinement, citation verification
Who it's for
Tax managers, tax seniors, and CTA / ATT-qualified tax advisers in UK practice or in-house. Particularly useful if you want a defensible workflow for AI-assisted technical work — not generic prompts that miss HMRC nuance.