How To Use AI For Accounting & Tax Research 

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🔨 Tools from this vid
Access GPT-4 via ChatGPT chat.openai.com/
Claude2 by Anthropic www.anthropic.com/
💬 Prompts from this vid:
RESEARCH PROMPT
Question: [Question]
Source material: [Link to source material]
Answer in the following format:
Primary excerpts: Return quotes from the source material most relevant to the question I asked
Related excerpts: Return quotes from the source material somewhat relevant to the question I asked
Exceptions: Return quotes from the source material that are any exceptions to the rule
WORKPAPER PROMPT
Generate a workpaper summarizing my research in the following format:
Summary: A summary of your answer to the original question using the excerpts from the source material
Primary Excerpts: A list of the most relevant quotations from the source, each with a citation to the specific place the quotation is found in the document
Secondary Excerpts: A list of somewhat related quotes with citations
Exceptions: And quotes around exceptions to the rule with citations
Build this into a Word document
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