Every tax question can follow the same fast, defensible process in Blue J. Here’s a simple five-step process you can use every day.
Step 1: Ask your question. Start with a clear issue and include the relevant facts. Blue J will quickly surface the applicable rules, exceptions, and practical guidance.
Step 2: Verify the sources. Review the linked authorities, including statutes, regulations, cases, and analysis. Confirm the key authority that supports your conclusion.
Step 3: Refine the analysis. Ask follow-up questions to test different scenarios, explore exceptions, identify risks, or evaluate alternative positions.
Step 4: Pressure test the answer. Don't stop at the first answer. Ask Blue J to defend its conclusion, identify contrary authority, explain competing interpretations, or point out weaknesses in the analysis. Pressure testing the answer helps build greater confidence in your research.
Step 5: Create the deliverable. Turn your analysis into a client email, memo, or other work product in just a few clicks.
That’s it. Five simple steps: ask, verify, refine, pressure test, and deliver. With Blue J, you can move from question to completed work product in minutes, with greater consistency and confidence.