Audit intermediate Works with: Any AI

Tax Notice and Penalty Statement Reconciliation (No Tax Advice)

Table output Has example

Reconcile a notice with your own records and prepare questions.

The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.

[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.

Reconcile a tax or fee notice with my records. The notice, pasted: [NOTICE_TEXT]. My filed return or records: [MY_RECORDS]. Payments I made with dates: [PAYMENTS]. Third-party documents (employer, bank): [THIRD_PARTY_DOCUMENTS].

Create a table with Line on the notice, Amount, What my records show, Difference, and Document. Show the arithmetic for the balance, interest, penalties and credits. Identify items I cannot trace and items that look like a mismatch of dates or identifiers. List questions to ask the authority and documents to send, and a calendar of deadlines in the notice with the arithmetic from the notice date and a [VERIFY] flag on how the period is counted. Draft a short reply that asks for clarification and sends documents.

Do not give tax advice. Suggest a qualified tax professional or taxpayer help service for anything complex.

Do not give me legal advice. Invent no law, deadline or odds. Use [JURISDICTION] and [RELEVANT_LAW_OR_POLICY_IF_KNOWN] as given. Say when to see a professional. Threaten nothing beyond lawful steps.

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Optional: type your details and the prompt above updates. Nothing is saved or sent.

Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.

Line | Notice | My records | Difference | Document
Interest income | 2,300 | 1,800 | 500 | Bank statement 12/2023
Withholding credit | 0 | 410 | 410 | Employer form
Tax per notice | 1,260 | 850 | 410 | Computation
Penalty | 63 | 0 | 63 | none
Deadline in notice: 30 days from 3 April, which is 3 May (counted by me; confirm how days are counted [VERIFY]).
Reply: attach the employer form and the bank statement and ask for a corrected notice. I suggest asking a qualified tax professional to check my return.