This guide is designed to help Chartered Accountants, auditors, tax consultants, and finance professionals create precise and effective prompts for AI tools. It focuses on improving efficiency in tasks like research, summarizing laws, tax planning, and financial analysis.

SIMPLE PROMPT TEMPLATE

1. Act as a [Role: chartered accountant, auditor, tax consultant, FP&A analyst, etc.]
2. My goal is to [Objective: identify risks, draft email, summarize law, prepare working paper, optimize tax, analyze variance].
3. Context: [advising client, cost optimization, statutory compliance, tax planning, audit observation].
4. Make reference to attachments [document name: Doc.pdf / Sheet1 of workbook.xlsx]. Summarize only [relevant pages/sections].
5. Focus on [Focus area/s: Income Tax, Ind AS, GST, ICAI guidelines].
6. Provide Output in [Format: table, checklist, step-by-step guide, summary bullets, template].
7. Use [Tone: professional, simple, client-friendly]
8. Avoid [things you don’t want: generic examples]
9. Use Follow-Ups [Ex: Make it more detailed/concise with examples wherever possible]

The guide also includes practical case studies (JDAs, trade payable analysis, annual report summarization, legal research) to demonstrate real-world applications of prompt engineering for CA work.

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CASE STUDY 1: Research on Joint Development Agreement

Topic: Using Perplexity Research

Case: As part of this case study, prepare a comprehensive note on Joint Development Agreements (JDAs), covering definitions, use cases, relevant case laws, the process from creation to compliance, and accounting and financial reporting considerations, to advise the client.

Prompt:

1. Act as a Chartered Accountant who is acting as RERA and Tax Planning Consultant.
2. My goal is to Develop a comprehensive Guide on concept Joint Development Agreement from a 360° perspective covering:
   • a. Definitions & Scope: Include legal, accounting, and taxation definitions.
   • b. Practical Use Cases: Industry-specific applications (real estate, infrastructure, etc.).
   • c. Process Flow: Creation, registration, compliance requirements, timelines.
   • d. Regulatory Framework & Case Laws: Judicial precedents, CBDT circulars, ICAI/ICSI/ICMAI/FEMA/PMLA//SEBI guidelines/Trusts Act/Enforcement directorate cases.
   • e. Accounting & Financial Reporting: Ind AS, Schedule III, ICAI guidance notes, disclosure requirements.
   • f. Taxation Aspects: Income Tax, GST, TDS, deferred tax implications.
   • g. Risks & Mitigation: Compliance risks, litigation risks, financial statement misstatement risks.
   • h. Best Practices: Industry practices, audit considerations, controls, and checklists.
3. Use [Tone: professional].
4. Provide Output in [Format: Give most Content in paras, but suitable content in checklists and tables]
5. Make it more detailed with examples wherever possible.

Download Output PDF

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CASE STUDY 2: Trade Payable Analysis Using Perplexity Research

Case: As part of this case study, perform analytical testing on the trade payables of Hero MotoCorp and compare the results with the industry average.

Prompt:

1. Act as a [Role: Chartered Accountant appointed as statutory auditor of Hero Motocorp which is a listed company]
2. My goal is to:
   • a. To identify 5 competitors of Hero Motocorp
   • b. Fetch Trade payable balances of identified 5 competitors from annual reports for three years FY 2021-22, 2022-23, 2023-24
   • c. Calculate Average Trade payable balances of 5 companies for three years each FY 2021-22, 2022-23, 2023-24
   • d. Compare the average of Industry competitors with hero Motocorp
3. Context: [Analytical testing of Accounts Payable of Hero Motocorp].
4. Provide Output in [Format: Table]:
   • Column 1: 2021-22, column 2: 2022-23, column 3: 2023-24
   • Row 1: Industry Average Trade Payable Balance
   • Row 2: Hero Motocorp Trade payable Balance
   • Row 3: Difference b/w row 1 and row 2 in %

Download Output PDF

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CASE STUDY 3: Summarising & Extracting Content From Long Documents Using Gemini 2.5 Pro

Document: Reliance Industries Annual Report

Case: As part of this case study, analyse the corporate structure of RIL and summarise the auditor’s report.

Prompt:

1. Act as a [Role: Investor of Reliance Industries Limited]
2. My goal is to:
   • a. Read and understand the Annual report of Reliance Industries Limited
   • b. Identify all the entities (Subsidiaries, Associates and Joint Ventures) and Create an Organisation Chart of RIL
   • c. Sumaarise Auditors report section including all key discussions in report except financial statements.
3. Context: [Investor analysing annual report].
4. Consider only attachment for answer [document name: RIL-Integrated-Annual-Report-2024-25.pdf].
5. Focus on [Focus area/s: Adverse or negative comments by auditor, Any financial concerns of the entity, fraud or errors].
6. Provide Output in [Format: summarised report].
7. Use [Tone: simple, investor-friendly]
8. Avoid [External content to the attachment]

Download Output PDF

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CASE STUDY 4: Summarising Legal Documents using Mistral Small 3.2 24B

Case: As part of this case study, summarising court judgements on various acts to easily understand.

Document 1: Income Tax Act

Prompt:

1. Act as a [Role: Lawyer doing legal research]
2. My goal is to:
   • a. Is to obtain Understanding of the Court Judgement in an Easy Summary
   • b. Summary Should include all relevant sections.
3. Context: [Legal Research].
4. Consider only attachments [document name: M_S_Prosperous_Buildcon_Pvt_Ltd_New_vs_Pr_Cit_New_Delhi_on_1_November_2017.PDF].
5. Focus on [Focus area/s: Income Tax Act].
6. Provide Output in [Format: Summary].
7. Use [Tone: professional]
8. Avoid [Referring to outside attachment]

Download Output PDF

Document 2: GST Act

Prompt:

1. Act as a [Role: Lawyer doing legal research]
2. My goal is to:
   • a. Is to obtain Understanding of the Court Judgement in an Easy Summary
   • b. Summary Should include all relevant sections.
3. Context: [Legal Research].
4. Consider only attachments [document name: M_S_Radha_Krishan_Industries_vs_The_State_Of_Himachal_Pradesh_on_20_April_2021.PDF].
5. Focus on [Focus area/s: CGST/SGST Act].
6. Provide Output in [Format: Summary].
7. Use [Tone: professional]
8. Avoid [Referring to outside attachment]

Download Output PDF

Note:

• Mistral Small 3.2 24B can be accessed through OpenRouter Portal.
• It is good for doing legal research.
• It has limit of 128k token context, so it can process only documents with pages in range of 60-70 pages.