See the work
From a tax question
to a useful next step.
Explore three worked examples: an election checklist, a repair analysis, and a request for supporting records.
Partnership interest purchase: scope the election question
An internal intake workpaper separating an optional election from a potentially mandatory basis adjustment.
Read the workpaperStorm-damaged shingles: build the missing-facts file
A proposed internal intake checklist for a repair-versus-improvement question, without deciding the tax treatment.
Read the workpaperAdvertising expense: an internal substantiation checklist
Separate evidence of payment from the questions an internal reviewer still needs answered about a synthetic advertising expense.
Read the workpaperWhat you can inspect
The facts. The reasoning.
The next action.
Each example starts with a realistic, synthetic scenario and shows a practical research workpaper with official source links.
These are edited illustrations adapted from AI-assisted drafts, not untouched model outputs or accuracy benchmarks. The notes explain the scope and the facts still needed.
Use the free verification worksheet →