How to use · Tax questions & compliance
Bring the business facts to your tax question
Case background
A business with both own-product sales and client store management finds a reporting discrepancy. This example explores facts and records. Tax treatment still requires the relevant jurisdiction, period and applicable rules.
CaiGeekThe platform-reported amount exceeds our recorded revenue. Where should we start?
CaiGeekAlign entities, periods and the meaning of each amount. Then compare transactions, refunds and business relationships to locate the differences.
Frame the question
Which entity and period? What does the reported figure represent?
Connect the facts
How do transactions, refunds, receipts and contracts relate to each business?
Assess the applicable rules
Verify the current rules, their applicability and missing evidence.
Conclusions depend on jurisdiction, period and applicable rules.
Where would you like to take this?
We sell our own products and also manage stores for clients. List the missing materials so we can verify this further.We sell our own products and also manage stores for clients.
CaiGeekSeparate the two business relationships. Check contracts, receipts and reporting entities, then assess the applicable rules.
Own-product sales
Review sales contracts, transactions, refunds, receipts and invoices.
Store-management services
Review service agreements, fee terms, receipts and the entity covered by platform reporting.
Where would you like to take this?
List the missing materials so we can verify this further. Prepare a brief for a follow-up consultation.List the missing materials so we can verify this further.
CaiGeekBring the question, known facts and missing evidence together to give the next review a clear starting point.
Platform-reporting differences · Evidence needed
Platform reporting details and relevant period
Contracts and key terms for both business types
Transactions, refunds, settlements and invoices
The list is refined as evidence arrives and supports the next review.
Where would you like to take this?
We sell our own products and also manage stores for clients. Prepare a brief for a follow-up consultation.Prepare a brief for a follow-up consultation.
CaiGeekThe brief brings together business context, the discrepancy and open questions for review alongside contracts, bank records and applicable rules.
Tax consultation briefRead the full brief
Work output
Tax consultation brief
- Question
- Platform-reported amounts exceed recorded revenue; the reason is unverified.
- Known context
- Own-product sales and client store management need to be matched separately to contracts, receipts and reporting entities.
- Evidence needed
- Entity and period, reporting detail and definitions, contracts, transactions, refunds and bank receipts.
For further consultation
Establish the business relationships and discrepancies, then check original rules for the jurisdiction, period and applicable conditions. This brief makes no conclusion about tax liability or adjustment amounts.
Where would you like to take this?
List the missing materials so we can verify this further.Ask about the real business and add facts that change the assessment. Organize what is known, what needs checking and how to proceed.
Start with my own question