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Assistant guide

What the TaxSailor Assistant can and cannot do.

The Assistant is a chat interface grounded in the TaxSailor corpus and your active workspace state.

Good questions

  • "Explain the withholding rate on this edge."
  • "What is the substance requirement in the DE-NL treaty?"
  • "Compare a Cyprus holdco vs. a Dutch holdco for this dividend flow."
  • "Summarize the citations in plain English for a founder."

Limits

  • The Assistant does not give tax advice. It surfaces the corpus and explains routes.
  • It will not fabricate citations. If a rule is not in the corpus, it will say so.
  • Conversations are scoped to your account and are used only to improve retrieval - not shared.

Rate limits

Free and Consumer tiers share a modest per-day quota. Professional and above have generous limits. If you hit a limit, upgrade at /pricing.