What data does the Tax Report use?

Only the scopes it needs: finance, tax. Nothing else from your account is sent to the model, which keeps the analysis focused and the cost predictable.

What questions can the Tax Report answer?

For example: Which deductions am I missing? What filings are coming up for my jurisdiction? How should I set money aside for tax? You can add your own question before running the report.

Can I export the Tax Report?

Yes. Every generated report is stored in your report history and can be downloaded as a formatted PDF.

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Tax Report

Q: How many tokens does the Tax Report cost?

The Tax Report costs 60 tokens from your single Cost Pulse AI wallet. One wallet covers everything: a financial entry costs 1 token, a diary note, plan or schedule item 2 tokens, an AI chat message 3 tokens per ~600 characters of answer, a focused AI report 60 tokens and the full CEO Report 100 tokens. Free accounts get a one-time 100 tokens; paid plans refill every billing cycle.

60 tokens

Jurisdiction, deductions, filings

Tax exposure for your country/state, deductible spend already in your books, and filings coming up.

How to run it

Log your entries or connect Shopify and QuickBooks so the numbers are real.
Open AI Reports and pick the Tax Report card — the 60-token price is shown before you run it.
Choose a period (7 / 30 / 90 / 365 days or all time) and optionally type your own question.
Generate, review the KPIs and recommendations, then download the PDF.

Questions it answers

— Which deductions am I missing?
— What filings are coming up for my jurisdiction?
— How should I set money aside for tax?

Token pricing

One wallet covers everything: a financial entry costs 1 token, a diary note, plan or schedule item 2 tokens, an AI chat message 3 tokens per ~600 characters of answer, a focused AI report 60 tokens and the full CEO Report 100 tokens. Free accounts get a one-time 100 tokens; paid plans refill every billing cycle.

FAQ

Start free Read the guide

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