AI-enabled Tax Review – Practical Lab pairing GenAI Prompts and Excel

AI-enabled Tax Review – Practical Lab pairing GenAI Prompts and Excel
Live Virtual Program | Advanced Registration Required

Registration is restricted to those who attended the 2026 Tax Technology Seminar In-Person

Program Overview

Tax teams frequently inherit large Excel models with limited documentation and embedded assumptions. This hands on lab demonstrates how generative AI can act as a first pass analyst, helping tax professionals quickly understand unfamiliar workbooks, surface risks, trace calculations, and translate technical outputs into clear review narratives. In this instructor-led 2-hr hands-on lab, participants will work with intentionally messy tax and accounting datasets and apply structured prompting techniques to accelerate spreadsheet review and analysis. This is a working lab rather than a demonstration, with attendees actively analyzing models using their own laptop and AI tools. The focus is not on AI theory, but on practical techniques tax professionals can apply immediately within their existing environment, while reinforcing that professional judgment remains essential.

Join TEI for a hands-on, interactive virtual lab where you’ll learn how to effectively prompt generative AI tools and apply them directly to real-world tax scenarios. 

This is not a webinar - you’ll actively participate using your microphone and camera, collaborate with peers in breakout rooms, and work through guided exercises designed to improve efficiency in tax research, financial analysis, and professional communication.

Who Should Attend:  Tax reviewers who regularly work with Excel based tax models and want to accelerate review workflows using generative AI
 
Skill Level: Beginner to early intermediate. Participants should be comfortable working with Excel. No prior AI or Copilot experience required.

What You’ll Learn

By the end of this session, participants will be able to:

• Quickly orient within complex Excel based tax workbooks
• Identify embedded assumptions, hard coded values, and potential risk areas
• Trace data flows and key calculation dependencies
• Generate clear variance explanations and review ready narratives
• Apply reusable prompting patterns within existing tax review workflows

Program Format

This session is designed to be highly interactive and hands-on, including:

• Live demonstrations and guided exercises
• Breakout room collaboration with peers
• Real-time application of AI prompting techniques
• Polling questions throughout the session for engagement and CPE compliance

Full participation is required (camera and microphone enabled)

Technology Requirements

To fully participate, attendees must:

• Laptop with modern Excel desktop application installed. 
• Access to a generative AI tool such as Microsoft Copilot, ChatGPT, Gemini, Claude. 
• Participants should confirm which AI tools are permitted within their organization if using a company-issued device. 
• No coding or additional software installation required.  
• All data sets and files for the hands-on exercises will be provided. 

Important Registration Information

• Space is limited to support an effective hands-on experience
• Registration will close 48 hours in advance to allow for setup and system access
• Participants will receive:
• Platform access instructions
• Security portal information
• Technical setup guidance

Instructors

Michael Charette, Partner, Tax, Canada Tax Services, RSM LLP

Anshuman Malik, Manager, Tax Technology Consulting, RSM Canada

Alice Song, AI Engineer Manager, RSM Canada

Tom McCullough, Director Business Development - Tax Technology, RSM LLP