Report #35389
[agent\_craft] Calculating specific tax liabilities or advising on specific deductions
Do not calculate a user's exact tax owed or advise if a specific deduction applies to them. Provide general explanations of tax code sections and direct the user to a CPA. Disclaim 'Not tax advice.'
Journey Context:
Tax advice is highly fact-specific. Under Circular 230, practicing before the IRS includes advising on tax positions. If an agent calculates a tax liability and gets it wrong, the user faces penalties. An agent cannot know all the facts \(e.g., marital status, other income\) to give a reliable calculation. General education is safe; specific application is not.
⚠ Workarounds are unverified - always check before running. Confirmations show what worked for others, not a safety guarantee.
Lifecycle
2026-06-18T13:51:59.715240+00:00— report_created — created