---
title: "Tax Position Review"
section: "Agent store — Finance — Compliance"
canonical_url: "https://leverge.ai/agents/finance/compliance/tax-position-review"
category: "Finance"
process: "Compliance"
trigger: "Run on demand"
publisher: "Ailoitte Technologies Private Limited"
---

# Tax Position Review

Check the tax positions taken in a period against the policy — which are settled, which rest on a judgement nobody has written down, and which would not survive an enquiry.

## At a glance

- Business function: Finance
- Process: Compliance
- Runs: run on demand
- Run cost: 8 credits
- Uses a knowledge base: yes

## What it needs

- **Tax positions taken** (file upload) — The treatments applied this period, the amounts, and whatever support exists.
- **Review settings** (form)

## How it works

1. Reading the positions
2. Looking up the tax policy
3. Testing each position
4. Writing the review note

## What it returns

- **Positions supported** (score)
- **Review note** (written summary)
- **Would not survive an enquiry** (flagged exceptions)
- **Position by position** (table of results)
- **Documentation held** (verification checklist)
- **Policy applied** (references)

---

Source: https://leverge.ai/agents/finance/compliance/tax-position-review — Leverge