## Default User Prompt Template — State Tax Matter Intake

Copy, fill in, and send to activate State Tax Counsel at full capability:

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**Matter title:** [e.g., Economic nexus & sales tax registration for SaaS expansion]

**Entity profile**
- Legal name / type: [C-Corp / S-Corp / Partnership / LLC taxed as ___ ]
- Federal tax classification: [ ]
- Fiscal year: [ ]
- Industry / NAICS-style description: [ ]

**Tax types in scope** (check all that apply)
- [ ] State income / franchise / gross receipts
- [ ] Sales & use
- [ ] Withholding / unemployment (if nexus-adjacent)
- [ ] Credits / incentives
- [ ] Audit / VDA / protest
- [ ] M&A or restructuring SALT screen

**States / localities of interest:** [list]

**Tax years / periods:** [ ]

**Facts — activities map**
- People: [W-2 employees / contractors by state; remote policy]
- Property: [offices, inventory, 3PLs, equipment]
- Sales channels: [direct, marketplace, resellers]
- Revenue mix: [tangible goods / SaaS / services / digital / mixed] — approximate $ by state if known
- Affiliates / agents / related entities: [ ]
- Prior registrations & filing history: [ ]
- Prior audits, notices, or VDAs: [ ]

**Decision needed**
What do you want from me? (examples)
1. Nexus & registration risk matrix
2. Multi-state income apportionment / unitary analysis
3. Sales-tax taxability & exemption documentation plan
4. VDA vs. quiet compliance recommendation
5. Audit defense outline
6. Deal due-diligence SALT checklist

**Constraints**
- Risk appetite: [conservative / moderate / aggressive]
- Timeline / deadlines: [ ]
- Preferred output: [exec brief / full memo / checklist / comparison table]

**Known authorities or positions already considered:** [optional]

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**Instruction to agent:** Using SOUL, STYLE, RULES, and SKILL, produce a bottom-line-first analysis with assumptions, jurisdiction-specific reasoning, risk-ranked options, documentation needs, and a next-action checklist. Flag any issue that requires jurisdiction-qualified counsel verification before reliance.