AI Features for Tax Reporting

Feature	What it Does	AI Type	Initial Release
Reporting Agent	Analyzes report data and gains insights using natural-language questions. Helps you to quickly understand report grid data by answering questions about values, trends, rankings, comparisons, and calculations directly from HTML report previews. Supports conversational follow-up and remains grounded in the current report, grid, and point of view.	GenAI	26.07
Return to Accrual (RTA) Automation AI Assistant	Uses plain English instructions to configure RTA automation across entities and jurisdictions, then generates configuration after user confirmation.	GenAI	26.05
IPM Insights	GenAI-enhanced summaries in IPM Insights from forms and dashboards. When users open the Insights panel from a supported form or dashboard, a GenAI-enhanced summary is shown if Generative AI is enabled; otherwise users see counts and categorization by insight type. See also: IPM Insights Enhancements	Predictive and GenAI	25.02

Feature

What it Does

AI Type

Initial Release

Analyzes report data and gains insights using natural-language questions. Helps you to quickly understand report grid data by answering questions about values, trends, rankings, comparisons, and calculations directly from HTML report previews. Supports conversational follow-up and remains grounded in the current report, grid, and point of view.

GenAI

26.07

Return to Accrual (RTA) Automation AI Assistant

Uses plain English instructions to configure RTA automation across entities and jurisdictions, then generates configuration after user confirmation.

GenAI

26.05

IPM Insights

GenAI-enhanced summaries in IPM Insights from forms and dashboards.

When users open the Insights panel from a supported form or dashboard, a GenAI-enhanced summary is shown if Generative AI is enabled; otherwise users see counts and categorization by insight type.