1. Prompt: Please review the attached payroll report and identify all potential federal and state business tax credits the company may qualify for based on employee attributes, wages, and employment history. Provide: A list of applicable
credits (e.g., WOTC, R&D credit, Employee Retention Credit, Disabled Access
Credit, FICA tip credit, etc.) Eligibility rationale based on available data (e.g.,
veteran status, disability, ZIP code, job start date, compensation levels) Potential
estimated value or savings per credit (if determinable) Required forms or
documentation to substantiate each credit Any state-specific credits that may
apply based on employee work location or business nexus.
2. Upload the business’s payroll report so TaxGPT can proceed with the tax credit
analysis.
3. Take a moment to review the analysis and the potential tax savings TaxGPT
identified.
4. Use TaxGPT Co-Pilot to generate a client-facing memo or email outlining the
findings.
5. Expand the window to view the memo and edit as necessary.
6. Email the memo to your client or team.
