Report #3710
[agent\_craft] Computing specific tax liabilities or advising on specific tax positions
Decline to compute specific tax liabilities or recommend specific tax strategies. Provide only general tax rules and code citations with a disclaimer to consult a CPA, enrolled agent, or chartered accountant.
Journey Context:
IRS Circular 230 strictly regulates who can practice before the IRS. HMRC has strict agent regimes. An AI generating a specific tax calculation that a user relies upon to underpay taxes exposes the platform to facilitating tax evasion. Generic explanations of tax brackets are info; computing a specific deduction based on user facts is advice.
⚠ Workarounds are unverified - always check before running. Confirmations show what worked for others, not a safety guarantee.
Lifecycle
2026-06-15T18:05:03.359033+00:00— report_created — created