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Use Cases and Practical Tests of Generative AI in Tax

Steef Huibregtse

April 10, 2025

1 Hour

Why Attend

Generative AI is rapidly moving from experimentation to operational reality within tax functions. While many tax teams are aware of AI’s potential, far fewer have clarity on how to implement it responsibly, test it in real workflows, and measure whether it actually delivers value. Without this clarity, AI initiatives risk remaining isolated pilots rather than becoming scalable capabilities.


At the same time, tax departments are under pressure to improve efficiency, accuracy, and audit readiness across VAT, transfer pricing, corporate income tax, and ESG reporting. Fragmented systems, inconsistent data feeds, and manual controls limit the effectiveness of AI and can even amplify risk if automation is applied without proper governance.

This webinar focuses on practical application. Rather than discussing AI at a conceptual level, it examines concrete use cases and practical tests that show how generative AI can be embedded into tax workflows, from data ingestion to reporting and audit trails. It also highlights the organizational implications of AI adoption, including people, process, and change management considerations.


By attending, participants will gain insight into:

  • How generative AI can be tested and deployed in real tax workflows

  • What practical integration looks like across VAT, transfer pricing, and compliance

  • How to avoid fragmented AI adoption by designing integrated processes

  • How to evaluate whether AI delivers measurable and defensible outcomes


The session is designed to help tax professionals move from curiosity about AI to controlled, value-driven implementation.


Topics Covered

This webinar walks through concrete AI-enabled tax use cases and the checkpoints that determine whether they succeed.


Key topics include:

  • People, process, and technology integration: How AI adoption depends on workflow design, governance, and collaboration rather than tools alone, and how to move from siloed tax processes to integrated structures.

  • Data engines and data quality checkpoints: How to assess whether all relevant tax data can be collected, structured, and validated to support AI-driven decision-making.

  • Smart data management and dashboards: How AI-powered data engines and dashboards create a single source of truth across VAT, transfer pricing, and compliance activities.

  • AI-driven audit and compliance: How generative AI supports real-time tracking, digital audit trails, and improved oversight while reducing manual workload.

  • Practical AI applications in tax: Concrete examples including OCR-driven VAT compliance, predictive tax analytics, blockchain-enabled withholding tax determination, and AI-supported tax classification.

  • Measuring ROI and scaling AI initiatives: How to define ROI metrics, identify quick wins, and build a business case that supports scaling AI initiatives over the next 12 to 36 months.


Throughout the session, emphasis is placed on practical tests, feedback loops, and measurable outcomes rather than abstract promises.


Who Is This For

This webinar is designed for tax professionals who want to move from AI experimentation to practical execution:

  • In-house tax professionals and specialists: Looking to apply generative AI to daily tax workflows while maintaining accuracy and control.

  • Tax managers and transformation leads: Responsible for integrating AI into existing processes and managing change within teams.

  • Tax technology and data roles: Involved in data architecture, dashboards, AI tools, and workflow automation.

  • Advisors and consultants: Supporting clients in evaluating, testing, and scaling AI-driven tax solutions.

  • Professionals accountable for ROI and governance: Who need to justify AI investments and ensure defensible outcomes.


The session is particularly relevant for organizations seeking practical guidance on how to operationalize generative AI in tax rather than treating it as a standalone innovation initiative.

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