Creating a Tax Inspection Analysis Workflow
Automate the extraction of chronological facts and key arguments from complex tax documents to prepare stronger client defenses and objections efficiently.
Summary
This guide outlines how to build a workflow that analyzes tax inspection reports. It identifies key facts, arguments, and inconsistencies to facilitate the preparation of submissions or objections for your client.
Why This is Important
Tax inspection reports are dense and complex. This workflow acts as a "second pair of eyes," rapidly extracting chronological facts and structuring arguments. This allows tax attorneys to focus on strategy and defense preparation rather than data extraction.
Workflow Configuration Guide
Follow these steps to replicate this workflow in Vincent Studio.
1. Define Workflow Details
Create a new workflow with the following metadata:
Name: Tax Inspection Report Analysis
Description: Analysis of the main facts, arguments, and conclusions used by the Tax Inspection.
Tags: Studio, Tax
2. Set the System Prompt
Define the context for the AI model:
In the context of a tax inspection in which the user’s client is the audited company, they receive the Tax Inspection Report issued by the Spanish Tax Agency (either the opening report or the reply to the client's submissions).
Your goal is to perform analytical tasks to identify key facts, arguments used, and inconsistencies, in order to prepare the client’s objections.
3. Configure Input
Input Type: Start with a file.
Instructions: Upload the Tax Inspection Report.
Details: Upload the inspection report, the response to the submissions, or the proposed tax assessment.
4. Add Tasks and Steps
This workflow uses a Suggested Task, giving the user the option to run this specific analysis.
Suggested Task 1: Chronology of Facts
Description: Extract the main facts chronologically.
Step 1: Pass with Context and Instructions
Action Type: Pass with Context and Instructions.
Instructions: Copy the following logic to extract the table:
5. Share and Publish
Review your nodes, ensure the logic flows correctly, and click Publish. You can now share this with your Tax department.
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