---
title: "Build a tax due-diligence issues list from the data room"
url: "https://ailawframework.com/practice/taxation/build-a-tax-due-diligence-issues-list-from-the-data-room"
type: "task"
site: "AI Law Framework"
id: "A26-T1-R13"
practice_area: "Taxation"
tier: "yellow"
lawyer_review: "required"
last_reviewed: "2026-09-23"
---

# Build a tax due-diligence issues list from the data room

> Map the data-room papers to a tax DD checklist (returns, audits, losses, incentives, employment taxes, international) and mark empty folders.

Canonical page: https://ailawframework.com/practice/taxation/build-a-tax-due-diligence-issues-list-from-the-data-room  
Last reviewed: 2026-09-23

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Taxation](https://ailawframework.com/practice/taxation.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | Map the data-room papers to a tax DD checklist (returns, audits, losses, incentives, employment taxes, international) and mark empty folders. |
| What the lawyer must review | Open the document on each row Check trust, partnership and incentive facts that generic checklists miss |
| Written for / versions | 1 jurisdiction versions below |

## Checking plan

**Lawyer review required**

- What the AI does: Map the data-room papers to a tax DD checklist (returns, audits, losses, incentives, employment taxes, international) and mark empty folders.

## Jurisdiction versions

| Jurisdiction | Level |
| --- | --- |
| [Commonwealth](https://ailawframework.com/practice/taxation/build-a-tax-due-diligence-issues-list-from-the-data-room/commonwealth.md) | Yellow |

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*