Tax & Transfer Pricing AI Tools for Claude

Claude SKILL.md templates for CPAs, tax directors, and Big 4 staff: tax planning, transfer pricing documentation, ASC 842/606 compliance, R&D credits, and multi-state nexus analysis.

📄 7 SKILL.md templates Free for Claude users
📄 SKILL.md (7)
SKILL.md Templates — Copy & Use in Claude

SKILL.md templates are structured prompt frameworks. Copy one into Claude's Projects system prompt — Claude will then follow professional tax & transfer pricing workflows automatically, step by step, for any task you give it.

ASC 606 Revenue Recognition Contract Analyzer

Apply the ASC 606 five-step model to complex customer contracts. Identify performance obligations, determine transaction price, allocate to obligations, and determine recognition timing.

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ASC 842 Lease Classification Analyzer

Classify leases under ASC 842, calculate right-of-use assets and lease liabilities, produce journal entries, and generate the required financial statement disclosures.

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Multi-State Tax Nexus Analyzer

Determine state income tax and sales tax nexus for businesses operating in multiple states. Analyze physical presence, economic nexus thresholds, and recommend apportionment and filing strategies.

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R&D Tax Credit Qualification Analyzer

Identify qualifying R&D activities and expenditures under IRC Section 41, calculate the federal R&D credit (regular and ASC method), and prepare the four-part test documentation for each activity.

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Tax Planning Optimizer

Analyze a client's financial situation and identify tax planning strategies for the current year. Covers entity structure, retirement contributions, loss harvesting, deductions, and estimated tax planning.

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Tax Research Memo Writer

Structure and write a professional tax research memorandum. Covers facts, issue statement, analysis of IRC code sections, regulations, and case law, and a clear conclusion with risk assessment.

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Transfer Pricing Documentation Generator

Draft OECD-compliant transfer pricing documentation for intercompany transactions. Covers functional analysis, comparable search rationale, pricing method selection, and arm's length range determination.

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How to use Tax & Transfer Pricing AI tools with Claude

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1. Pick a SKILL.md

Choose a template from the list above. Each is a structured prompt framework for a specific tax & transfer pricing workflow.

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2. Add to Claude Projects

Open Claude → Create a Project → paste the SKILL.md into the project system prompt. Claude now follows the workflow automatically.

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3. Run your analysis

Describe your task in plain English. Claude executes the full tax & transfer pricing workflow — step by step, with professional output.

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