Role-Based Programme
RB1421

AI-Powered Taxation & Statutory Compliance

Smarter Tax Analysis, Compliance Tracking & Regulatory Reporting

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Understand how AI can support Taxation and Statutory Compliance across tax data review, reconciliations, filing preparation, compliance tracking, documentation, and reporting.
  • Apply AI-assisted techniques to analyse transaction data, identify exceptions, organise supporting records, and review compliance requirements.
  • Use structured prompting for tax calculations support, reconciliations, regulatory research, compliance checklists, documentation, and management reporting.
  • Explore AI-supported approaches for identifying tax-data inconsistencies, missed deadlines, recurring compliance issues, and process-improvement opportunities.
  • Build responsible AI-assisted tax workflows while maintaining accuracy, confidentiality, auditability, regulatory compliance, and qualified human review.

Tools covered

Generative AI AssistantsAI Search & ResearchDocument AISpreadsheet & Tax Data AnalysisTax Reconciliation SupportCompliance TrackingRegulatory Document AnalysisReporting & Workflow Automation

Who should attend

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

Prerequisites & Participant Readiness

  • Basic understanding of taxation, accounting, or statutory compliance
  • Familiarity with tax records, financial transactions, reconciliations, statutory returns, or compliance calendars is helpful
  • Basic computer, spreadsheet, and document-handling skills
  • No AI or programming knowledge required
  • No previous AI training required

TOC Modules

Concepts
  • Understanding Generative AI and its relevance to tax and compliance activities
  • Identifying AI applications across tax analysis, reconciliations, documentation, regulatory research, and reporting
  • Understanding AI assistance versus Tax, Finance, Legal, and Compliance professional judgement
  • Recognising limitations such as outdated tax information, incorrect calculations, hallucinations, and unsupported compliance conclusions
Practical activities
  • Mapping a typical Taxation & Statutory Compliance workflow
  • Identifying repetitive and information-intensive activities suitable for AI assistance
  • Comparing a traditional tax-review task with an AI-assisted approach

Scenarios

Tax Data to Filing Readiness

Transaction Data + Ledger + Supporting Documents → AI-Assisted Validation → Reconciliation → Exceptions → Compliance Checklist → Tax Review → Filing Readiness

Participants use AI to review sample tax-related information, identify data gaps and reconciliation issues, and prepare a structured filing-readiness pack for qualified professional review.

Compliance Calendar to Management Report

Tax Obligations + Due Dates + Filing Status + Open Exceptions → AI Analysis → Upcoming Deadlines → Compliance Gaps → Priority Actions → Management Report

Participants use AI to analyse sample statutory compliance information, identify overdue or upcoming obligations, and prepare a management-ready Tax & Compliance status report.

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