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No language on earth has ever produced the expression \u201cas enjoyable as filing your taxes.\u201d This annual chore is the pits. It\u2019s slow, frustrating work that requires organization, math skills, and the ability to decipher meaning from the U.S. tax code. People will jump on pretty much any solution that makes filing quicker, easier, and less painful\u2013including giving AI a crack at it.<\/p>\n<\/div>\n
Recent survey research<\/a> from Qlik found that nearly 11% of taxpayers have used or plan to use a consumer AI system (such as ChatGPT, Claude, Copilot, or Gemini) to help them prepare their 2025 tax returns. But how trustworthy are these AI systems when it comes to something as sensitive as your taxes?\u00a0 It doesn\u2019t exactly inspire confidence that studies have shown AI is not so great at math<\/a>.<\/p>\n If you\u2019re considering letting your AI assistant give you some tax assistance, here\u2019s what Claude himself won\u2019t tell you.<\/p>\n While it may seem outlandish to consult AI for anything tax-related (at least, that\u2019s my visceral reaction as a card-carrying, middle-aged luddite), the IRS itself has been using artificial intelligence for several years.<\/p>\n<\/div>\n According to the U.S. Government Accountability Office<\/a>, the IRS has set up AI systems to increase operational efficiency (i.e., automatic meeting summaries), help with audit selection for tax compliance and fraud detection, and provide taxpayer services, such as chatbots.<\/p>\n But it\u2019s not just the IRS using AI. Professional tax preparers are also embracing AI. Andy Phillips, vice president of The Tax Institute at H&R Block<\/a> explains how this technology is changing the industry:<\/p>\n \u201cTax pros spend a significant amount of time on data collection and data entry,\u201d Phillips says. \u201cBy embedding AI into workflows, we can extract data from documents, pre-populate returns, and automate repetitive tasks behind the scenes. That has the potential to free our tax pros to focus more on explanation and guidance.\u201d<\/p>\n<\/div>\n