Role-Based Programme
RB1420

AI-Powered Taxation & Statutory Compliance

Smarter Tax Analysis, Compliance Tracking & Regulatory Documentation

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Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand how AI can support Taxation and Statutory Compliance across tax research, return preparation support, compliance tracking, documentation, and reporting.
  • Explore practical prompting techniques for regulatory summaries, tax-data reviews, compliance calendars, reconciliations, and management communication.
  • Apply AI to organise tax information, identify exceptions, structure compliance requirements, and prepare review-ready outputs.
  • Identify opportunities to improve research efficiency, documentation quality, compliance visibility, and recurring tax workflows.
  • Recognise confidentiality, jurisdiction-specific requirements, regulatory accuracy, professional judgement, and human-review responsibilities when using AI.

Tools covered

Generative AI AssistantsAI-Assisted Tax Research SupportCompliance TrackingRegulatory SummarisationTax Data ReviewDocumentation SupportManagement ReportingBasic Workflow Automation

Who should attend

  • Taxation Professionals
  • Tax Executives
  • Tax Analysts
  • Direct Tax Professionals
  • Indirect Tax Professionals
  • GST / VAT Professionals
  • Corporate Tax Professionals
  • Statutory Compliance Executives
  • Finance Compliance Professionals
  • Tax Accounting Professionals
  • Finance Managers
  • Tax Managers
  • Taxation & Compliance Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of taxation, accounting, or statutory-compliance activities
  • Familiarity with tax records, returns, reconciliations, regulatory requirements, or compliance documentation is helpful
  • Basic computer and spreadsheet skills
  • No AI or programming knowledge required
  • No previous Generative AI experience required

TOC Modules

Concepts
  • Understanding Generative AI and its relevance to taxation and statutory-compliance activities
  • Identifying AI applications across tax research support, compliance tracking, data review, documentation, and reporting
  • Understanding AI assistance versus Tax and Compliance professional judgement
  • Recognising statutory interpretations, filings, tax positions, and approvals requiring authoritative sources and qualified review
Practical activities
  • Mapping common Taxation and Compliance activities to potential AI applications
  • Comparing a traditional compliance task with an AI-assisted approach

Scenarios

Transaction Data to Tax Compliance Review

Transaction Data → AI-Assisted Classification → Tax-Relevant Items → Reconciliation → Exceptions → Validation Requirements → Review Summary

Participants use AI to organise sample financial transactions, identify tax-relevant items and possible exceptions, and prepare a structured review summary while retaining all tax classifications and calculations with authorised tax professionals.

Statutory Requirement to Compliance Action Plan

Authoritative Requirement → AI-Assisted Summary → Obligations → Documents → Owners → Due Dates → Review & Approval → Compliance Tracker

Participants use AI to convert an approved statutory requirement into a practical compliance action plan while retaining final interpretation, filing, and approval responsibilities with authorised Tax, Finance, and Compliance professionals.

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