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:

Extract only the explicit facts from the documents, including procedural facts where applicable. Return them in a table with the following columns:
- Date (DD-MM-YYYY)
- Fact
- Source (document name or page number)

Rules:
- Sort the table in ascending order by date.
- If there are multiple documents, combine all facts and remove duplicates.
- If a fact does not include a date, leave that cell empty (do NOT infer dates).
- Exclude opinions, inferences, and questions: only explicit facts.

Pro Tip: You can add additional Suggested Tasks to this workflow, such as "Position of the Tax inspection" or "Drafting Objections" to create a comprehensive analysis suite.

Review your nodes, ensure the logic flows correctly, and click Publish. You can now share this with your Tax department.

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Last updated 19 days ago

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hashtagSummary

hashtagWhy This is Important

hashtagWorkflow Configuration Guide

hashtag1. Define Workflow Details

hashtag2. Set the System Prompt

hashtag3. Configure Input

hashtag4. Add Tasks and Steps

hashtag5. Share and Publish

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hashtagUnlock the Power of Legal Automation