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CREATE Framework: Crafting Effective AI Prompts for Tax and Accounting Professionals

  • The CREATE framework is a six-step system for crafting precise AI prompts tailored to tax and accounting professionals.
  • CREATE stands for Character, Request, Examples, Adjustments, Type of output, and Extras, each ensuring clarity and specificity.
  • Using CREATE helps avoid common prompting mistakes by specifying context, detail, and output format.
  • The framework leads to more accurate, professional AI outputs with fewer revisions and less back-and-forth.

Source: tax.thomsonreuters.com

Note that this post was (partially) written with the help of AI. It is always useful to review the original source material, and where needed to obtain (local) advice from a specialist.



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