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Want to get better at tax research? In this episode, I share my five-step process to always get to the answer — and show you how it worked in a tricky but real client case so you can start using it yourself.

Tax Research Masterclass:

Go to thetaxprofessionalspodcast.com/trm for details and to enrol.

Show notes:

https://www.thetaxprofessionalspodcast.com/ttpp122/

Timings

[00:00] Introduction — why tax research feels overwhelming

[00:00:22] My 5-step process in action: real-life client story

[00:07:34] My 5-step tax research process explained

[00:08:31] Deep dive into each of the five steps

[00:10:47] Typical challenges tax professionals face during tax research

[00:13:30] Exercise: try the 5-step process yourself

[00:13:59] How the Tax Research Masterclass would help you

Resources

TTPP60: Improving Your Tax Research Skills - Stories and Tips of 3 Tax Professionals

Croner-I's Online Tax Research Platform: Free Trial

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https://www.thetaxprofessionalspodcast.com/subscribe/

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From this episode, learn what a Tax Editor does and hear advice on how to become one. Andrew Rainsford – Tax Editor at Lefebvre for over ten years, shares what he enjoys, the challenges, and the different types of tax-editing roles that exist. Take a listen if you’re interested in hearing about different tax roles or have a specific interest in editing.

Show notes: thetaxprofessionalspodcast.com/TTPP121

Subscribe: thetaxprofessionalspodcast.com/subscribe

Tax skills courses: https://www.thetaxprofessionalspodcast.com/masterclasses/

Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse

Timings

• Overview of Andrew’s tax career – from auditor to tax editor
• (7:45) What does the role of a Tax Editor look like? What do they do?
• (14:30) Different types of Tax Editor roles - examples
• (15:30) Story where editing has not gone smoothly
• (21:30) What Andrew enjoys most about being a Tax Editor
• (24:45) What Andrew finds challenging about being a Tax Editor
• (27:30) How Andrew keeps up to date on technical, not being in practice
• (28:30) How Tax Editing Roles can vary (difference between content editor and commissioning editor)
• (31:30) What type of businesses can you work for as a Tax Editor?
• (32:45 ) Andrew's advice if you're interested in becoming a Tax Editor

Resources

Info on training courses for tax professionals/teams, on tax skills and other skills valuable for working in tax

GeniA-L Tax Research Tool – Details and Demo

Masterclasses for tax professionals: https://www.thetaxprofessionalspodcast.com/masterclasses/

Recommended podcast episodes:

• TTPP113: Exceptional Tax Technical Skills: Key Benefits and Why You Should Develop Yours
• TTPP119: From In-House Tax Apprentice to Manager: How To Succeed with an Unconventional Tax Career with Chloe Radcliffe-Scott
• TTPP118: How She Reinvented Herself, Her Tax Career and Created Amazing Team Culture with Sehjal Gupta [Tax Career Success Secrets Series]

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AI tools for tax research: the role they can play, how to use them well, and the safeguards to avoid getting things wrong and manage risk – this is what’s covered by this episode. AI can help save time, make our lives easier, and make tasks less frustrating as part of the research process. We are joined by Tony Court, who has worked in tax for over 40 years, and who has been testing and helping refine a tax-research AI tool. From his experience, he has learn a few tricks along the way about how to use them better. He shares them in this episode.

Show notes: thetaxprofessionalspodcast.com/TTPP120

Subscribe: thetaxprofessionalspodcast.com/subscribe

Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse

Masterclasses for tax professionals: https://www.thetaxprofessionalspodcast.com/masterclasses/

Timings

• Intro to Tony and his tax career
• (8:15) How Tony has been involved in the creation of an AI tool for tax research
• (19:00) The role of AI in tax research and advice for using it well
• (29:15) Precautions and safeguards for using AI in tax research
• (41:00) Can you use general AI tools like Chat GPT in tax research?
• (45:30) Tony’s recommendation on the back of this episode

Resources

Info on training courses for tax professionals/teams, on tax skills and other skills valuable for working in tax

GeniA-L Tax Research Tool – Details and Demo

Masterclasses for tax professionals: https://www.thetaxprofessionalspodcast.com/masterclasses/

Recommended podcast episodes:

• TTPP119: From In-House Tax Apprentice to Manager: How To Succeed with an Unconventional Tax Career with Chloe Radcliffe-Scott
• TTPP118: How She Reinvented Herself, Her Tax Career and Created Amazing Team Culture with Sehjal Gupta [Tax Career Success Secrets Series]
• TTPP113: Exceptional Tax Technical Skills: Key Benefits and Why You Should Develop Yours