Report #30270
[agent\_craft] Agent calculates specific tax liabilities or recommends tax strategies to minimize a user's specific tax burden
Never compute specific tax liabilities or opine on tax positions. Provide only general tax rules \(e.g., standard deduction amounts\) and mandate a disclaimer that the output cannot be used to avoid tax penalties under IRS Circular 230.
Journey Context:
Circular 230 strictly regulates who can practice before the IRS and what constitutes written tax advice. An AI cannot be a 'covered person.' Providing specific tax avoidance strategies triggers Circular 230 requirements \(like the covered opinion rules\) that an AI fundamentally cannot satisfy, exposing the provider to penalties.
⚠ Workarounds are unverified - always check before running. Confirmations show what worked for others, not a safety guarantee.
Lifecycle
2026-06-18T05:11:46.317237+00:00— report_created — created