AI agents: Driving value across the tax function

Innovation throughout your tax operations

Artificial intelligence (AI) agents are set to transform the tax function, driving rapid advances and unlocking value across tax operations.​​​

Integrating into ERP systems and broader tax technology infrastructures, these agents offer unprecedented opportunities for efficiency, accuracy​,​ and strategic insight. 

​​AI agents can go beyond traditional automation, towards hyper-automation performing tasks that previously would have required tax professionals’ input and more manual interaction with ​repetitive processes.

The power of AI in tax

AI agents are driving the ​​potential for​​​​ better end-to-end automation across the tax function. ​​​Already able to enhance efficiency, ​​AI-agent-powered tax solutions​ that can enhance efficiency and​ are set to significantly transform tax operations for businesses.

​​At PwC, ​for inst​ance, ​​we​​’​re using our own AI-agent-powered tax solutions to improve efficiency and create more innovative delivery models. We​​’​​​ve experienced gains across a number of ​tax processes​,​ from data processing tasks to due diligence.  

​​​​Tax professionals are under​​​ more pressure ​than ever​​​​ in a shifting​​​ ​tax landscape​ ​​of​​​​​​ ever​​-​​​ ​increasing disclosure and reporting requirements.​ AI solutions can go a long way in ​alleviating this​​ pressure.​​ Unlike earlier forms of automation, AI agents can learn from their mistakes and build better solutions. They can ​​help analyse​​​​​​ global and local tax regulations and apply ​​them​​​​ to specific cases. ​And ​​​​crucially for tax, they offer an additional level of integration into existing enterprise platforms and wider organisational technology ecosystems.​ 

​​Fortunately, organisations don’t have to go it alone. ​Rather than developing and depl​oying these tools ​​independently​​, they​​​ can ​​benefit from​​​​ the advantages of AI agents through service provider relationships​,​ ​​capitalising ​on ​​providers ​​ expertise.​

Thinking big with AI

PwC's 2025 GenAI Business leaders survey revealed that 71% of respondents are of the view that AI will significantly change the way their organisation creates and delivers value in the next three years. Furthermore, PwC's 2025 Irish CEO Survey revealed that nearly half (46%) of Irish business leaders expect AI to be integrated into their organisations processes and workflows to a 'large or very large' extent in the next three years; another 23% expect AI to be integrated into new products and services development.  

​​​​By​​​​ help​ing​ automate data collection, manipulation and cleansing,​ AI agents​ ​​reduce​​​​ the overall burden on tax teams​​ –​​​, ​​ ​allowing more time for high-value work. ​​These agents can also​:​​​​

• ​​​analyse global and local tax regulations​​​​​

• ​​​reduce the risk of non-compliance​​​​​

• ​​​​help deliver near real-time insights to support ​more strategic tax function decision​​-​​​ ​making

​​Bringing tax AI agents to life​​​

Th​anks to a​​​ blend of advanced functionality and ease of integration​,​ ​tax teams ​​have​​​​​​ ​​begun​​​​ reshaping essential business areas​ ​with​ AI​. 

• ​Indirect tax​​:​ ​​We’ve seen the benefits of using AI agents to automate classification and determination. These tools efficiently apply up-to-date legislative and regulatory guidance, scaling across multiple jurisdictions simultaneously.​​
• ​​Customs and trade:​ A​I ​a​​gents can analyse large volumes of import data, extract​ing​ and organis​​ing​​​​ information from tax notices and other documentation​. ​They ​​ ​​can then support claims and other trend analysis through additional technology integrations. 
• ​​Transfer pricing:​ A​I a​gents can assist in collecting, analysing and reviewing significant amounts of data​.  ​T​hey​ ​​can​​​​ ​​improve​​​​ the accuracy of reporting and documentation obligations across multiple jurisdictions. 
• ​​Compliance​: As part of a broader​,​ well​​-​​​ ​defined technology strategy, ​AI ​agents can  ​​by interacting with core financial and non-financial data​​​​​,​​proactively facilitate ​scalable and efficient compliance processes​. The​y’re time-efficient in​ ​identifying ​key insights and anomalies.
• Asset and wealth management:​ ​​We’re seeing​​ ​A​I ​​agents assist with complex data extraction, classification and validation to enable more accurate and efficient processes​s.

Key actions businesses can take today

1. Assess your p​​​​​​​ain points.

H​​​​ave a clear picture of the specific challenges within your current tax function. By understanding these pain points​,​ you can strategically deploy technology where it can drive immediate improvements and create added value.​

2. Understand the AI landscape​​​.​​​​​

S​eek to better understand the case studies and demos that showcase how AI solutions can create value for your organisation by automating repetitive and time-consuming tasks. ​

3. ​​Consider a more robust approach to AI adoption.

Consider​ our Responsible AI service ​to protect scalable and secure enablement from a governance and risk perspective

We’re here to help you

By combining our technology expertise ​​with a​​​​ deep understanding of your business needs, we can help you design​, define​ and implement a ​strategy ​that ​positions ​technology as a​n effective​ ​partner to the tax function. ​​​​​​​​

​​We’ve worked with ​many​​​ domestic and international clients across​ ​industry sectors​,​ ​to​​ ​​​maximising​​ efficiency by implementing automated processes​. We’ve helped them ​​unlock​ the power of tax data management and analytics. ​​​​​​​​

Now​​​ i​s the time to embrace transformation​ –​​,​ and we’re ready to help you on that journey. Contact us today.