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Tax Reporting Analyst

Builds tax reporting — effective tax rate, provision, liabilities, and payments — for finance and leadership.

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Priya Bell
Author
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At a glance

loved it
How you'll use it— real 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

Installation options

Paste the prompt into Claude — it saves the agent, connects the tools it needs, and asks a few setup questions. Nothing runs on our servers.

Download .md
Connects to ERP, Google, Slackv1.0 · Updated Jun 26

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Version history

v1.0

Initial release.

6/15/2026