Tax Treaty Agent
For international tax teams

Trusted AI workflow for international tax pre-review

Start with a faster first-pass review before full legal or tax analysis. The tool guides key facts, narrows to the treaty lane in scope, and returns a structured handoff for the next reviewer.

It is designed to save time at the front of the workflow, not to replace a final tax opinion.

3 treaty pairs Dividends, interest, royalties Guided review first Human-reviewed handoff
Guided facts
Guided fact collection panel
Structured review output
Structured treaty review output
Workflow handoff
Workflow handoff summary
Save analyst time

Move faster through the first-pass review

Instead of starting every case from a blank document, the tool gathers the key treaty facts, narrows the review lane, and returns a structured package for follow-up work.

Stay conservative

Terminate on missing critical facts instead of guessing

Unsupported or ambiguous cases are surfaced explicitly. The workflow is designed to help teams avoid accidental overreach in high-stakes tax scenarios.

Keep the chain visible

Carry the review forward with traceable handoff detail

Results are packaged with treaty lane references, review signals, and workflow-ready notes so the next reviewer does not have to reconstruct the first pass from scratch.

How it works

Three steps, built for the way tax teams already work

The product is not an open-ended chatbot. It is a bounded pre-screening workflow that helps the first reviewer organize facts quickly and hand the case forward cleanly.

01

Collect the facts that actually matter

The guided path asks for the facts needed to place the payment in the right treaty branch, such as payment type, treaty pair, ownership status, and dividend-specific thresholds where relevant.

02

Narrow to the treaty lane in scope

The engine uses structured treaty data and conservative rule logic to determine whether the case stays in scope, needs more facts, or should be rejected as unsupported.

03

Return a review package, not just an answer

Outputs include the pre-review state, next actions, source-aware references, and handoff notes for the human reviewer who takes the case further.

Tax Treaty Agent product overview
What the team receives

A pre-screening output that is ready to discuss internally

  • Guided fact summary So reviewers can see what was declared before they rely on the narrowed branch.
  • Structured review state So the team can distinguish supported, incomplete, and out-of-scope scenarios quickly.
  • Workflow handoff package So downstream reviewers do not need to re-interpret the first pass from scratch.
  • Review signals So BO, MLI/PPT, short holding period, and conflict prompts remain visible without pretending to be final determinations.
90-second case walkthrough

One real CN-NL dividends case, shown from input to final boundary

This walkthrough does not try to explain the whole system. It first establishes the case quickly, then stops on the treaty branch and the source chain behind it, before showing the handoff artifact and ending on the boundary the product keeps.

CN -> NL dividends
Guided review playback
01

Input

Choose the supported treaty pair and income type.

02

Guided facts

Click into the actual dividend fields that determine the review path.

03

Treaty branch

First pause on the Article 10 branch that narrows the case.

04

Provenance

Stay longest on the source chain behind that branch.

05

Handoff

Then confirm the workflow-ready package for the next reviewer.

06

Boundary

Close on the explicit boundary: pre-review only, not a final tax opinion.

How new treaties are onboarded

A human-reviewed compiler replaces manual treaty-to-rule coding from scratch

New treaty lanes are compiled offline from governed source documents. The compiler compares bilateral Articles 10 to 12 against the OECD reference, writes structured candidates, and only promotes a reviewed dataset into runtime after explicit approval.

01

Baseline-aware delta extraction

The authoring pipeline compares the bilateral treaty against the OECD Model 2017 reference for Articles 10, 11, and 12, then emits delta artifacts together with a full runtime candidate dataset.

02

Human review remains the gate

Compile output does not go live automatically. Review, approval, and promotion remain explicit workflow steps so tax-domain judgment stays human-controlled.

03

Single controlled CN-KR pilot has measured timing evidence

The first real onboarding pilot recorded a 26-second reviewer session and a 10m45s repo-internal source-build-to-promote elapsed time on governed official inputs. This is measured pilot evidence, not a guaranteed onboarding SLA.

Public evidence layer

Public proof is separated from product claims

The public story is backed by concrete evidence artifacts: a measured pilot summary, a treaty onboarding proof matrix, and a regression snapshot. The goal is to show what is already implemented without claiming more than the repo has actually proven.

Measured pilot

Single controlled CN-KR timing evidence

Reviewer elapsed 26 seconds
End-to-end elapsed 10m45s
Pilot type Single controlled pilot

Measured on governed official source inputs. The result is evidence of a real workflow, not a general onboarding SLA.

Proof matrix

Compiler moat, shown across more than one lane

  • CN-SG shadow rebuild
  • CN-NL shadow rebuild
  • CN-SG OECD delta proof
  • CN-NL OECD delta proof
  • CN-KR initial onboarding

The offline treaty compiler is not proven on one toy case only; it now holds across shadow rebuilds, baseline-aware delta proofs, and one real new-pair onboarding path.

Regression snapshot

Replayable checks sit behind the public story

199 backend passed
20 frontend passed
5 site tests passed
Build frontend build passed

Public runtime, onboarding workflow, and product-site assertions all sit under replayable checks rather than screenshots alone.

3-minute verifier path

How to verify this repo quickly

If you only have a few minutes, do not start with the full local setup. Verify the moat in this order.

1

Watch the 90-second walkthrough

See one real CN-NL dividends case go from input to final boundary.

2

Check the measured pilot card

Confirm that a real CN-KR onboarding pilot has recorded timing evidence.

3

Scan the proof matrix

Verify that the compiler path holds across shadow rebuilds, delta proofs, and a real new-pair onboarding.

4

Only then open the local quick proof

Use the README smoke path if you want to validate the public runtime locally after the evidence layer makes sense.

Implemented vs not claimed

Show what is real, and say out loud what is still not claimed

This product is stronger when it is explicit about both its current capability and its current limits.

Implemented today

Source-anchored treaty pre-screening, guided fact collection, workflow-ready handoff, a human-reviewed onboarding compiler, OECD baseline-aware delta extraction, and a measured CN-KR pilot.

Not claimed

No final tax opinion, no automatic MLI/PPT override, no guaranteed onboarding SLA, and no claim that future treaty pairs will always complete inside the same measured window.

Current coverage

Deliberately narrow, because trust matters more than breadth

The product focuses on a bounded set of treaty pairs and income types so the review path remains auditable and conservative.

China – Netherlands

Dividends, interest, royalties

China – Singapore

Dividends, interest, royalties

China – Korea

Dividends, interest, royalties

Boundaries

This tool does not replace a final tax opinion

It helps teams move faster through the front of the workflow, but it does not automate the final legal judgment.

Not a final determination

The output is a first-pass pre-review, not a substitute for legal, tax, or internal approval.

MLI/PPT stays a review signal

The tool surfaces these items for human follow-up instead of pretending to resolve them automatically.

Unsupported scope is rejected

When a case falls outside the supported treaty pairs or lanes, the workflow says so directly.