Make the intake specific
Supply the parties, document kind, jurisdiction, obligations, dates and reference material. Review imported content and retain its source identity before using it in a new matter.
Tax audit working-paper drafts from structured inputs and source files
Use Gixo when tax teams need structured working-paper, schedule, and narrative drafts built from supplied issue context and source files. Tax professionals verify every fact, authority, calculation, and conclusion.
An AI tax audit working paper generator prepares tax audit working papers, schedules, and narrative support from structured inputs, prior-year papers, and notices. Supplied files and named authority can shape the draft, but these compliance drafts do not establish clause-level legal authority and does not validate tax conclusions. A qualified reviewer verifies each fact and authority before findings, conclusions, or filing. Exports are available in PDF, DOCX, HTML, and TXT.
Lex · real output
Read the matter facts and the resulting draft together.
This is a real Lex export for invented parties. Inspect the input and clauses as a worked example, with professional review kept separate from automated drafting and checks.
Mutual Non-Disclosure Agreement (worked example)
A mutual non-disclosure agreement of 14 numbered clauses between two invented parties: definitions, what counts as confidential information, exclusions, the receiving party's obligations, permitted disclosures, return of materials, remedies, term, survival, governing law, notices and signature blocks. Its first page says it is a worked example, not a legal document.
Inspect the source brief or data
Draft a Mutual Non-Disclosure Agreement between Larkfield Analytics Ltd (Party A) and Fenwick & Dale Stores Ltd (Party B). Governing law: England and Wales. Effective date: 2027-01-15. Term: Two years from the effective date. Confidentiality: Three years after disclosure. A mutual agreement: each party may disclose and receive confidential information. State on the first page that the parties, people and addresses in this agreement are invented and that it is a worked example, not a legal document. The notice email address of Larkfield Analytics Ltd is notices@larkfield-analytics.example and of Fenwick & Dale Stores Ltd is notices@fenwick-dale.example (both invented).
Read the sample review notes
Read mechanically against the intake, not by a lawyer: all 12 facts the intake gave are in the draft, nothing is left as a placeholder, and it states no term the intake did not give.
Inspect clauses and changes
Use the legal workspace's permitted structural tools, Draft Checks and review paths. Compare proposed changes with the saved draft and original material; unsupported Word edits must be handled explicitly.
Approve the exact version
Have qualified counsel review enforceability, local requirements and the actual commercial intent. Check the current approval state and the downloaded document after a change.
Structured clause proposals and permitted changes
Select the target clause and give Ask Lex a bounded instruction. Missing facts remain visible for review. Inspect the before-and-after proposal, required clause checks and any explicit outside-matrix or mandatory-clause override before versioned application. Use the legal workspace's structural allowlist rather than assuming every general content-editor block is available.
Playbooks, source evidence and obligations
Inspect immutable playbook versions, anchored findings, provenance and precedent variants before staging a change. Matters retain original sources, quotation findings and source-version comparisons. Review extracted obligations for timing, ownership and source revision; negotiation turns and agreement-pack review cells have their own decisions and current-version requirements.
Original Word, redlines and the delivery receipt
Original-format Word export, tracked changes against an original and saved-version redlines are separate paths. Unsupported edits must be surfaced rather than silently claimed as preserved. Inspect the layout, validator notes and downloaded file, then retain its delivery receipt. Counsel's review applies to the actual matter and version.
AI contract review, key terms and review of every document
Every contract in Lex, drafted or imported, gets an AI contract review: each clause the document type expects marked present, weak or absent; up to 25 risks with a level, the party each falls on, why it matters and replacement wording; and provisions that cannot both be followed. Every quotation is checked against the contract text, findings are decided before approval, and there is no single risk score. The same review reads the key terms and obligations with the words they quote and proposes them into the Agreement Pack. Review every document puts up to 25 documents of an Agreement Pack, or up to 200 in a matter, into one table with your own questions as columns and an Excel export. Approvers can be named in order, and signing supports up to 10 signers with an optional signing order and automatic reminders; it is a simple electronic signature, not a qualified one. A qualified reviewer still decides what the contract says.
Lex does not provide legal advice or certify compliance. The public specimen is not a universally reusable legal template. Word fidelity depends on the supported original-document and saved-version path; unrestricted Power Edit and image insertion are not legal editing features.
What is an AI tax audit working paper generator used for?
Reference files and governing context can shape the draft. Cited sources can show which draft sentences are supported by supplied reference files. This in-app support does not establish legal authority or statutory compliance and is not inserted into the contract or its exports; reviewers still check the facts and law independently.
Authority context for review
Supply the authority context that should inform the working-paper draft. Lex does not validate citations or conclusions, so the tax professional verifies them independently.
Working papers and schedules
Build issue memos, reconciliation support, computation schedules, and procedural writeups that still need a professional to complete findings and conclusions.
Transfer pricing and indirect tax coverage
Use the same reference-informed drafting model for transfer-pricing support, VAT or GST reconciliation work, and other cross-border tax documentation jobs.
Prior-year and notice reference use
Upload prior-year papers, authority notices, schedules, and reviewer comments so the next draft starts closer to the actual issue under review.
Reviewer handoff
After the first draft, Lex runs an AI contract review of the whole contract, with every quotation checked against the text, beside rule checks: clause coverage against a versioned playbook, clause-conflict detection, and defined-term and cross-reference checks. Findings, tracked-change DOCX redlines, comments, review state, assignees, due dates, and version history all stay attached to the same document. A contract imported from Word can go back as that same DOCX, with the Lex edits shown as Word tracked changes; where Lex cannot track an edit faithfully, such as inside a field, an existing revision, a header or a footer, it refuses the export instead of altering the document. Reviewers still verify every clause and conclusion.
Not a substitute for tax judgment
Gixo helps prepare regulated work. It does not provide legal advice, certify compliance, or replace professional review.
How do tax teams generate a working paper with Gixo?
1
Choose the tax issue and jurisdiction
Start with the audit or enquiry context, then frame the issue, authority set, and factual scope the working paper needs to cover.
2
Upload schedules, notices, and prior papers
Use the source pack to inform the draft instead of retyping the history into a prompt box.
3
Generate the working-paper draft
Gixo prepares the narrative, structure, and issue framing while leaving room for the tax professional’s findings, numbers, and conclusions.
4
Review and export
Keep the review and export handoff inside one workspace, then export in PDF, DOCX, HTML, and TXT when the draft is ready.
What does an AI tax audit working paper generator include, and what does it leave to the professional?
The job is not to ask AI for a legal answer. The job is to prepare a draft or artifact that a qualified reviewer can actually work with.
| Capability | Gixo | General audit templates | Tax filing software | Manual documentation |
|---|---|---|---|---|
| Main job | Tax-document drafting workspace | Generic working papers | Returns and filing | Manual writing |
| Authority context as draft input | Supported; reviewer verification required | Test on the same inputs | Ask the vendor | Yes |
| Prior-paper reference use | Yes | Test on the same inputs | Ask the vendor | Yes |
| Reviewer handoff | Yes | Ask where review happens | Ask the vendor | Manual |
| Final judgment and filing | Not included | No | Ask the vendor | Professional |
The other columns describe what each kind of tool is generally for, not a test of a named product, and products differ. Run the same brief and reference files through anything on your shortlist, then compare the draft, the review trail and the export.
Frequently Asked Questions
Which tax contexts is this built for?
Typical use includes IRS examinations, HMRC enquiries, CRA reviews, ATO audits, transfer-pricing documentation, and indirect-tax reconciliation work.
Can I upload prior-year papers and authority notices?
Yes. Prior-year workpapers, schedules, and authority notices can be used as reference inputs for the next draft.
Does this replace a tax professional’s judgment?
No. The system prepares the documentation layer. The tax professional still completes findings, conclusions, and filings.
Can it help with indirect tax and transfer pricing?
Yes. The same reference-informed drafting model can be used for VAT, GST, sales tax, and transfer-pricing support documents.
What export formats are available?
Exports are available in PDF, DOCX, HTML, and TXT.
What is an AI tax audit working paper generator?
It is a drafting workspace that prepares working-paper drafts, schedules, and narrative support from structured inputs, source files, and prior-year papers. The working-paper draft does not validate tax conclusions or provide a checked link from every conclusion to its authority, so a qualified tax professional verifies each fact and authority before findings, conclusions, or filing.
Is the output a finished working paper or a draft?
It is a draft. Gixo prepares the narrative, structure, and issue framing while leaving room for the tax professional to complete findings, numbers, and conclusions before the paper goes to filing.
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