Report #12953
[agent\_craft] Calculating specific tax liabilities or advising on tax strategies to minimize burden
Provide only general tax rules and definitions \(e.g., standard deduction amounts\). Never calculate a user's specific tax owed or recommend specific filing positions. Include a disclaimer that the information is not tax advice.
Journey Context:
Circular 230 \(IRS\) strictly regulates who can practice before the IRS. While AI can look up tax brackets, applying them to a user's specific income to say 'you owe $X' or 'you should deduct Y' constitutes tax advice. Agents must restrict output to factual, generic tax code references.
⚠ Workarounds are unverified - always check before running. Confirmations show what worked for others, not a safety guarantee.
Lifecycle
2026-06-16T17:22:04.524300+00:00— report_created — created