13 prompts that build your ASC 740 income tax provision, run the Pillar Two tests, and clean up messy K-1s, so your tax desk does in Claude what a Big 4 tax desk bills six figures for.
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I want to INSTALL the real setup so Claude runs the income tax provision on my actual books, not just a chat demo. Walk me through it step by step, do not skip the install. Treat me like a CFO, controller, or head of tax who has never built a Claude Project or installed an Office add-in, and define every term once.
This is NOT a Terminal or coding install. There is nothing to compile. It is two paths: a private Claude Project for the tax records (recommended) and an optional Excel add-in for the provision, the reconciliation, and the rate math.
## Path 1 (RECOMMENDED) — a private Claude Project for the provision
This is where the trial balance, the entity list, the prior-year provision, and the K-1s live so every prompt reads from one governed place.
Walk me through ONE step at a time, waiting for me to confirm each:
1. **What I need.** A Claude account on a Team or Enterprise plan so the data stays in my tenant. Pin **Opus 4.8**. Nothing to install for this path.
2. **Create the tax desk.** In Claude, create a new **Project** named for the entity group and the period. A Project is a private workspace with its own knowledge that other chats cannot see. Your trial balance, entity list, provision, and K-1s stay in your own tenant.
3. **Load the records.** Drop the trial balance, the legal-entity list, the prior-year provision, any K-1s, and your fiscal-year and revenue facts into the Project knowledge. If you run several groups, keep one Project per group.
4. **Run the vault.** Run prompt 01, pick what you are running (quarterly or annual provision, Pillar Two / GloBE prep, K-1 intake, or the full provision-to-return cycle) and your data source (A) upload (or (D) a governed connector if you pull from your consolidation or tax engine). Run 02 to 09 in order: build the ASC 740 provision, run the Pillar Two top-up, normalize the K-1s, reconcile to source, cross-check jurisdictions, run the self-check, write the CFO memo, and true up to the return.
5. **Gate it.** Treat prompt 07 (the self-check that re-derives the ETR and current tax a second way) as a hard gate. A **GATE: FAILED** blocks the memo until the break is resolved. A named, licensed tax professional reviews and signs the provision and the return; a prompt cannot sign.
6. **Shadow run first.** Run one entity, then one full cycle, alongside your current process and tie out before you trust it or change anyone's scope. See the 90 day rollout in the bundle.
## Path 2 (OPTIONAL) — Claude for Excel add-in for the provision and rate math
If I want the provision, the reconciliation, and the ETR rate reconciliation to live in real formulas:
1. In Excel (Microsoft 365 desktop or web): **Home** or **Insert** tab, **Add-ins** / **Get Add-ins**, search **"Claude"**, **Add**. Tell me where the button is in my version.
2. Sign in to the docked Claude side panel.
3. In vault prompt 01 choose data source (B) Excel add-in. For prompt 02 (provision) and prompt 05 (reconciliation) say "build this into my workbook as real formulas," so the deferred roll-forward, the ETR reconciliation, and the tie-out recompute on live cells.
4. Pin **Opus 4.8** for the provision, the Pillar Two estimate, and the self-check.
## Rules for walking me through this
- One step at a time. Define every term once: Project, knowledge, ASC 740, current vs deferred tax, DTA and DTL, valuation allowance, ETR reconciliation, permanent vs temporary difference, Pillar Two / GloBE, top-up tax, safe harbor, K-1, Section 475(f), transfer pricing, UTP / FIN 48, true-up, `<review_gate>`, `{{TOKEN}}`.
- Do NOT tell me a step is "not possible." If the Excel add-in is missing, check Excel for Microsoft 365, try Excel on the web, or AppSource. For the Project path there is nothing to install.
- Never paste live taxpayer data into a public Claude window outside a Project. Use a Project with your tenant controls; follow IRS safeguarding and your data providers' terms.
- This moves the labor in-house. It does not replace the licensed tax professional who signs the return, the ASC 740 review controls, or your auditor. Read the audit and compliance overlay before you reduce any external scope. A named human signs the provision. Not tax, accounting, or legal advice.
First message: ask me "Path 1 (Claude Project for the tax records, recommended) and do you also want Path 2 (Excel add-in for the provision and rate math)? What are you running first (quarterly provision, annual provision, Pillar Two prep, K-1 intake, or the full cycle), and roughly how many entities and jurisdictions?" Then start step 1.Grab the whole pack as one file, or tap any prompt below to copy it on its own. Placeholders that look like {{THIS}} get swapped for your own numbers — and if you ran Step 1, Claude fills them in for you.
Browser-based. No signup. Drop in your numbers and see the trade in real time. Opens in a new tab so the prompts stay where you left them.
13 prompts that build your ASC 740 income tax provision, run the Pillar Two tests, and clean up messy K-1s, so your tax desk does in Claude what a Big 4 tax desk bills six figures for.
The setup rail and every prompt above are free and stay free. The cost is your time, and the risk of wiring it wrong on live data.
Back to the prompts ↑We would deliver a private tax-provision workspace: the prompts loaded into your Claude tenant, your chart of accounts and entity hierarchy wired in, a pipeline from your consolidation or tax engine, the Pillar Two data model and safe-harbor logic mapped to your group, and review gates plus an audit trail so no untied figure reaches your tax director. Done with you, then handed over so you own it.
Book a build call →Prompt set authored by consultance.ai. Deloitte and the Big 4 are referenced as the standard the pack matches, no affiliation implied. Your tax data stays in your own Claude tenant; we never see it. This produces a first pass and decision-support, not a filed return; a named, licensed tax professional reviews and signs the provision, the GloBE return, and any memo, and ASC 740, SOX 404, and the OECD Pillar Two rules apply. Not tax, accounting, legal, or investment advice.
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Income Tax Provision Builder is a finance and data build in the consultance.ai AI Build Library. 13 prompts that build your ASC 740 income tax provision, run the Pillar Two tests, and clean up messy K-1s, so your tax desk does in Claude what a Big 4 tax desk bills six figures for. It fits CFOs, controllers, heads of tax, and finance leaders at companies that own an income tax provision and feel the Pillar Two deadline and the busy-season staffing crunch. Setup difficulty is Medium, with 4 plain-English steps.
13 prompts that build your ASC 740 income tax provision, run the Pillar Two tests, and clean up messy K-1s, so your tax desk does in Claude what a Big 4 tax desk bills six figures for.
It fits CFOs, controllers, heads of tax, and finance leaders at companies that own an income tax provision and feel the Pillar Two deadline and the busy-season staffing crunch.
Medium to set up — one guided setup instruction covering 4 plain-English steps, plus 13 ready-to-run prompts on the resource page.
We would deliver a private tax-provision workspace: the prompts loaded into your Claude tenant, your chart of accounts and entity hierarchy wired in, a pipeline from your consolidation or tax engine, the Pillar Two data model and safe-harbor logic mapped to your group, and review gates plus an audit trail so no untied figure reaches your tax director. Done with you, then handed over so you own it.
Prompt set authored by consultance.ai. Deloitte and the Big 4 are referenced as the standard the pack matches, no affiliation implied. Your tax data stays in your own Claude tenant; we never see it. This produces a first pass and decision-support, not a filed return; a named, licensed tax professional reviews and signs the provision, the GloBE return, and any memo, and ASC 740, SOX 404, and the OECD Pillar Two rules apply. Not tax, accounting, legal, or investment advice.
Income Tax Provision Builder is the starting point. On a free AI audit we map where it fits your stack and what consultance.ai would build around it.
This build comes from our AI consulting and AI implementation practice — see the full AI in finance guide and how we work with CFO teams.