AI Training for Taxation | Faster tax research, reconciliations and notice replies
AI-assisted research, drafting and compliance checks for tax teams. Designed and delivered by CA Dhaval Kodilkar.
Clients include Larsen & Toubro, Safaricom, Bajaj Finserv, Indian Oil, Galderma, Abbott, Lanxess, Bajaj Finance, VE Commercial Vehicles (Eicher), UPL, Marico, WPP Media, IndusInd Bank, KPMG, Income Tax Appellate Tribunal (ITAT), NPCI, Mayfair Insurance, Copy Cat Group, Ramco Group, HCG Group, Clutterbot.
AI training for tax teams covers GST reconciliation, TDS checks, drafting replies to notices, research under the Income-tax Act 2025 and transfer pricing documentation. Participants learn to use AI for first drafts and data matching while verifying every legal reference against the statute, rules and official circulars.
Built for your team.
- In-house tax managers
- GST and indirect tax teams
- Direct tax and TDS teams
- Transfer pricing specialists
- Tax practitioners in CA firms
- Group size
- 8 to 50 participants per cohort
- Prior knowledge
- None needed
Where the time goes today.
- GSTR-2B and purchase register reconciliations take days every month.
- Notice replies are drafted from scratch under tight deadlines.
- Teams need to map provisions from the Income-tax Act 1961 to the Income-tax Act 2025.
- TDS sections and rates are checked manually across thousands of vendor payments.
- Transfer pricing documentation is repetitive and slow to update each year.
6 modules, each with a hands-on lab.
- Module 1
AI for tax work: accuracy first
Understand why AI gets tax law wrong and how to verify every citation.
Lab: Check AI answers to five tax questions against the statute.
- Module 2
GST reconciliation
Match GSTR-2B with purchase data and classify mismatches.
Lab: Reconcile a month of sample input tax credit data.
- Module 3
TDS checks
Classify payments to TDS sections and flag rate or threshold errors.
Lab: Review a vendor payment file for TDS exceptions.
- Module 4
Notice replies and submissions
Draft structured replies with facts, legal position and annexures.
Lab: Draft a reply to a sample GST show-cause notice.
- Module 5
Income-tax Act 2025 research
Map old sections to new provisions and summarise changes.
Lab: Build a section mapping table for your most-used provisions.
- Module 6
Transfer pricing documentation
Speed up functional analysis write-ups and benchmarking summaries.
Lab: Draft a functional analysis section from interview notes.
What Taxation teams automate first.
| Workflow | Typical tool |
|---|---|
| Reconcile GSTR-2B with the purchase register and list mismatches |  ExcelExcel with Copilot |
| Draft replies to GST and income-tax notices for review |  ClaudeClaude |
| Map Income-tax Act 1961 sections to the Income-tax Act 2025 |  PerplexityPerplexity |
| Classify vendor payments by TDS section |  PythonPython |
| Summarise CBIC and CBDT circulars for the team |  ChatGPTChatGPT |
| Draft transfer pricing functional analysis | ClaudeClaude |
| Answer questions from past assessments and submissions |  NotebookLM (Gemini Notebook)NotebookLM |
| Prepare tax computation workpapers and checklists | ExcelExcel with Copilot |
- Excel
- Claude
- ChatGPT
- Perplexity
- NotebookLM (Gemini Notebook)
- Python
Choose the depth that fits.
| Format | Duration | Group size | Outcome | Typical deliverables |
|---|---|---|---|---|
| Executive briefing | 90 minutes to 2 hours | 4 to 25 | Shared understanding and priorities | Pre-read, oversight or priority list |
| Half-day workshop | 3 to 4 hours | Up to 40 | Core skills and 3 to 5 use cases | Prompt library, use case list |
| 1-day workshop | 6 to 7 hours | Up to 40 | Hands-on labs and 5 to 10 use cases | Prompt library, templates, 30/60/90-day plan |
| 2-day programme | 2 days | Up to 35 | Deeper labs, team-specific workflows | Templates, workflow designs, adoption plan |
| Multi-sprint programme | 4 to 8 weeks | Up to 30 | Use cases built and tested on live work | Working use cases, measured results |
| Train-the-trainer | 2 to 3 days | 6 to 15 | Internal champions who can run sessions | Trainer kit, slides, lab files |
Related client work.
Two-day finance AI workshop for 25 LANXESS India professionals across Record-to-Report, Accounts Payable, Accounts Receivable, Treasury, Direct and Indirect Tax and Controlling.
Read case studyTwo-day AI programme for Galderma India's finance team covering research, tax litigation support, Copilot agents, Excel automation and AI governance. 32 participants completed the programme and received certificates.
Read case studyRecent sessions.
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What your team keeps.
- 5 to 10 implementable use cases mapped to your workflows
- A prompt library for your team's tasks
- Workflow templates and checklists
- A one-page AI usage policy
- A 30/60/90-day implementation plan with owners
- Post-training Q&A support
AI training for Taxation: common questions.
Often booked together.
Get a Taxation AI training proposal.
- Response within 1 business day
- Details used only to reply, never shared
- Trusted by teams at Larsen & Toubro, Safaricom, Bajaj Finserv