Make it cite and flag uncertainty
Have the AI say where its information came from and what it's unsure of.
Remove names and account numbers before you paste.
Answer this: [QUESTION, e.g. "what changed in the IRS rules for 1099 reporting thresholds this year?"]. For each claim, give the source (with a link if you can). Mark anything you're not confident about as "unsure." If you don't know, say so. Don't guess.
How to adapt it
- Use this for any facts, prices, rules, or numbers you'll act on or repeat.
- Still check the source yourself. This isn't legal or tax advice.
Don't paste this in
- Your own tax IDs or filings. Ask the question in general terms.
- Use a business AI account, not a personal one, for company data.