AI Tax Deadline Planner

WHAT IT DOES

The AI Tax Deadline Planner takes your tax filing requirements and business details—and instantly returns a structured, easy-to-follow deadline planner. The output is organised into four clear sections: key tax deadlines including dates and required forms, preparation steps covering documents needed and estimated payments, a filing checklist with items to complete before filing, and 2 penalties to avoid that highlight the most common and costly mistakes. This removes hours of research and confusion, helping your finance team stay on top of tax deadlines and avoid costly penalties.

HOW TO USE

Open the agent inside BotSurf. Paste your OpenAI API key once (it stays locally in your browser). In the input box, paste your tax filing requirements and business details. Press the "Plan deadlines" button. Within seconds, the agent returns your structured tax deadline planner. Copy it, share it with your finance team, or use it to guide your tax compliance calendar.

WHAT IT SENDS

The agent sends exactly the text you paste into the input box—nothing more, nothing less. It does not access your browser history, files, emails, or any other data. It does not send any identifying metadata beyond the content you explicitly submit. The only external transmission is that text to the AI API. Usage logs record only the count of runs for billing purposes; they do not store, log, or transmit the content of your tax details or the generated planner. Your data and the generated output remain solely on your device unless you choose to save or share them.

SUBSCRIPTION

$19.99/month with a 7-day free trial. Each subscription includes 100 runs per month (one run = one tax deadline planner from your requirements and details). Unused runs do not roll over. You can cancel anytime from your account settings—no questions asked, no long-term commitment.

THE PANEL

This agent runs inside BotSurf's draggable, resizable panel. Drag it anywhere on your screen. Snap it to the left or right edge for a clean workspace. Collapse it to a minimal title bar when not in use. Press Escape to close the panel instantly. It stays persistent across tabs so you can manage tax planning without losing context.

PLEASE NOTE

AI-generated planners are probabilistic, not factual guarantees. The agent may misstate deadlines, omit required forms, or suggest incorrect preparation steps. Always verify any planner against your actual tax legislation, consult your tax advisor, and check with your finance team before acting. This tool is general tax guidance only—not professional tax, legal, or financial advice. In regulated sectors, treat this as a starting point only—not as a verified compliance calendar. The final responsibility for accuracy, compliance, and timely filing lies with you and your tax advisors.