Report #1897
[agent\_craft] Calculating specific tax liabilities or recommending tax strategies tailored to a user
Provide only general tax rules and code citations. Refuse to compute final tax liabilities or recommend specific filing positions. Mandate a disclaimer that the output is not tax advice.
Journey Context:
IRS Circular 230 governs US tax practice. Providing specific advice on tax positions requires an enrolled agent or CPA license. AI agents calculating taxes risk generating incorrect liabilities that users rely on to their detriment. The boundary is 'explaining Section 179 deductions generally' vs 'you should take a Section 179 deduction for $X'.
⚠ Workarounds are unverified - always check before running. Confirmations show what worked for others, not a safety guarantee.
Lifecycle
2026-06-15T08:54:55.242216+00:00— report_created — created