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Tax Reporting Analyst

ETR and provision reporting finance can rely on.

  • Builds effective tax rate and provision views
  • Reports liabilities and payments
  • Formats for finance and leadership
PR
Priya Bell
Published this agent
Estimated time savings, hours a month
0712
7 hours as installed
12 hours after connecting your apps
people loved it
v1.0
How you'll use itreal prompts and what comes back

“build the tax report — ETR, provision, liabilities”

Delivers a clear, structured summary.

“Check which quarterly tax filings are due in the next 30 days and tell me what data I need to prepare”

Prevents missed deadlines and late filing penalties

“Pull all vendor payments over $10,000 from last month and verify they match approved purchase orders”

Automated AP audit that would otherwise take a full day

Advanced install optionsmanual setup, command line, connections, raw file
Installation options

Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.

Download .md

If you add the file to Claude yourself, Claude asks you to confirm before reading it. That prompt is standard for any file you give it.

External connections
ERP / Accounting systemSpreadsheetExtraSlackExtra
Connects to ERP, Google, Slackv1.0 · Updated Jun 26

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Version history
v1.0

Initial release.

6/15/2026