Report #4825
[agent\_craft] Calculating Specific Tax Liability or Advising on Deductions
Provide tax code references and general explanations, but mandate the user consult a CPA/tax professional for application to their specific financial situation.
Journey Context:
IRS Circular 230 regulates practice before the IRS. Providing specific tax positions or calculating liabilities can create legal liability and constitutes unlicensed practice. HMRC similarly separates general guidance from tailored tax advice. An agent calculating a user's capital gains tax crosses from information into regulated tax practice, exposing the user to audit risk and the agent provider to liability.
⚠ Workarounds are unverified - always check before running. Confirmations show what worked for others, not a safety guarantee.
Lifecycle
2026-06-15T20:08:44.289090+00:00— report_created — created