Skip to content

For the business. For the owner. Before the commitment.Our independence, explained

TAX PLANNING · RESEARCH & INSIGHT

Coverage Fee test Buying routes

Advisers Tools My workspace

Start your brief

Home / Tools / Claims evidence audit

Buyer preparation / PDF + CSV

Tax Savings Claim Evidence Audit

Turn a sales claim into a register of amounts, evidence and questions for the adviser.

Local demo

Prepared for discussion.

Enter only redacted information. Unknown values stay unknown, and no tax advice is generated.

Import a plain-text fileFills the first text area. Review before running.

No SSNs, EINs or full returns

No patient or employee records. This browser is not a secure document vault.

How the working is prepared

01Context and inputs

Business sectorPlanning yearDecision windowRedacted claims, one per linePaste the claim as written. Amounts are not treated as verified savings.Source excerpts or document referencesURLs are recorded as text; this demo does not fetch them.Existing planning and overlapProposed advisory fee

Deterministic demonstration. No remote AI, online verification or email delivery.

TAX PLANNING · RESEARCH & INSIGHT

Plan better. Go further.

US business tax-planning research.

The deskResearch Preparation tools Adviser diligence My workspace

Our approachAbout Planning Basis Methodology Disclosures Research enquiries

Independent supplier research and preparation tools, not personalised tax, legal or investment advice.

Prepare your starting brief

© 2026 Planning Basis

Privacy Accessibility

Powered by doja