Accounting & Tax Services Ontology
Comprehensive domain knowledge for accounting firms, tax advisors, and financial professionals.
Overview​
The Accounting ontology provides AI agents with deep understanding of:
- Bookkeeping and general ledger management
- Tax preparation and planning
- Audit and assurance services
- Financial reporting and compliance
- Client advisory services
Key Entities​
| Entity | Description | Attributes |
|---|---|---|
| Client | Business or individual client | Type, Industry, Fiscal Year, Status |
| Account | General ledger account | Number, Type, Balance, Category |
| Transaction | Financial transaction | Date, Amount, Account, Description |
| Tax Return | Tax filing | Type, Period, Status, Due Date |
| Invoice | Client billing | Amount, Services, Due Date, Status |
Common Workflows​
Month-End Close​
graph LR
A[Receive Transactions] --> B[Reconcile Accounts]
B --> C{Balanced?}
C -->|Yes| D[Generate Reports]
C -->|No| E[Investigate]
D --> F[Review & Approve]
Tax Return Preparation​
- Document collection and organization
- Income and deduction categorization
- Form preparation and review
- E-filing and confirmation
- Client communication
Regulatory Compliance​
| Regulation | Scope | Key Requirements |
|---|---|---|
| GAAP | Financial reporting | Standardized accounting principles |
| IRS Code | Tax compliance | Accurate tax reporting and filing |
| SOX | Public companies | Internal controls, financial reporting |
| State Regulations | Tax and licensing | State-specific requirements |
Prompt Templates​
Client Inquiry​
As an accounting assistant, help the client with their
question about {topic}. Reference their account history,
tax situation, and applicable regulations. Provide clear,
accurate guidance while noting when professional review
is required.
Transaction Categorization​
Analyze this transaction:
- Description: {description}
- Amount: {amount}
- Date: {date}
Suggest appropriate GL account, tax category, and any
required documentation based on accounting standards.
This ontology is continuously updated based on regulatory changes and accounting best practices.