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AI Accountability Framework for Tax | Systems That Reason Record & Reassure

Vishnu Bagri

December 18, 2025

1 Hour

Why Attend

Tax functions are moving from experimentation with AI to real deployment in core workflows such as risk assessment, audit selection, virtual assistants, data classification, and document drafting. At the same time, tax authorities are already using AI at scale, supported by OECD work on Tax Administration 3.0 and expanding digital reporting regimes. This creates a new reality in which AI influences how tax outcomes are generated, reviewed, and challenged.


As AI becomes embedded in tax processes, a fundamental question emerges for tax leaders, boards, auditors, and regulators: can AI-assisted tax outcomes be trusted? Efficiency alone is no longer sufficient. Tax requires repeatability, traceability, and defensibility. When AI is involved, stakeholders increasingly ask to see how a conclusion was reached, which data was used, which rules were applied, and who remains accountable.

This webinar introduces a practical AI Accountability Framework for Tax built around three pillars: systems that reason, record, and reassure. Rather than treating AI as a black box or a standalone tool, the framework shows how AI can be embedded into tax workflows in a way that preserves professional judgment, auditability, and regulatory readiness.


Attending this session will help participants understand:

  • Why AI accountability has become critical in tax now

  • How AI is already used across tax authorities and tax functions

  • What regulators, auditors, and boards will expect from AI-enabled tax systems

  • How to design workflows that remain explainable and defensible

The session is designed for organizations that want to adopt AI in tax without losing control, credibility, or professional responsibility.


Topics Covered

The webinar provides a structured walkthrough of how to design accountable AI-enabled tax workflows using the Reason, Record, Reassure framework.


Key topics include:

  • Why AI accountability matters in tax: The growing gap between AI capability and tax requirements for transparency, repeatability, and traceability.

  • Where AI is already used in tax: Fraud detection, risk scoring, anomaly detection, virtual assistants, document drafting, and data extraction, and the risks that arise without governance.

  • Pillar 1: Reason: Designing AI systems that apply correct tax logic aligned with tax policy, case law, internal controls, and approved sources, rather than relying on opaque inference.

  • Standardising the AI-enabled workspace: Why input formats, templates, mapping rules, and adjustment logic must be standardised while leaving room for controlled human interpretation.

  • Pillar 2: Record: Building full traceability through logging of inputs, prompts, model versions, rule applications, overrides, and evidence packs so every step can be reconstructed.

  • What a defensible audit trail looks like: Source-to-output lineage, reviewer notes, version history, and final documentation that supports audits and controversy.

  • Pillar 3: Reassure: Translating AI system behaviour into explanations that CFOs, boards, auditors, and tax authorities can understand and trust.

  • Human accountability nodes: Embedding review, approval, and ownership checkpoints so critical decisions always remain human decisions.

  • A unified AI-enabled tax workflow: How preparer, AI reviewer, and human reviewer roles combine into a repeatable, defensible operating model.

  • Minimum viable controls: How controls evolve from pilots to scaled deployment and business-as-usual operations.

  • The AI-ready tax professional: Why tax professionals need data literacy and the ability to interrogate AI reasoning, not to code models.


The focus throughout is on operationalising accountability rather than treating it as a theoretical compliance exercise.


Who Is This For

This webinar is intended for professionals responsible for AI adoption, governance, and assurance in tax:

  • Heads of Tax and Tax Directors: Accountable for defensible tax outcomes in AI-assisted environments.

  • Tax technology and transformation leaders: Designing AI-enabled workflows that must withstand audit and regulatory scrutiny.

  • In-house tax, finance, and data teams: Working with AI-supported preparation, analysis, and reporting processes.

  • Risk, compliance, and internal audit professionals: Reviewing AI-enabled tax workflows and controls.

  • Advisors and consultants: Supporting organizations with responsible AI design and tax governance.


This session is particularly relevant for organizations operating under increasing digital reporting and regulatory expectations.

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