Chat GPT Taxpert for the Tax declaration BL 2023 needs feedback. (Only Baselland so far)

Approved by the mods in beforehand. I created a custom chat GPT for the 2023 tax declaration in BL (Baselland) and had it tested by 2 tax advisors (one from BS and one from BL). They loved it and got a bit scared. Some people from mustachian and Swisspersonalfinance also try it right now.

It works pretty well, for my own declaration and for friends. If enough people like it and especially provide feedback, I will do the leg work for other cantons as well.

When using Taxpert Tom 2023 BL always prompt “look in your own document library for detailed answers, and say you want references”.

It might also work without the prompt but is a lot more sophisticated and exact with it. OpenAI seems to save on GPU and that is why some GPTs seem lazy or buggy. You can see from the purple “searching my knowledge” sign that GPT Tom is following your instructions.

You can also ask Tom for the % of certainty in the answers.

Feel free to test it and either message me here or via GPT feedback form. It is still non-public, you can only access it via this link: https://chat.openai.com/g/g-sRMDRpirx-steuerexperte-tom-2023-baselland-tax-expert-ch

I am super curious what does work well already and what is needing improvements.

Will edit with more info about FAQ that are occurring here or on Mustachian.

__________________________
FAQ
Q1: What is the knowledge base for the GPT?
A1: It contains 90% official documents. Including the taxbooks, the tax laws, ESTV-documents, press releases for 2023 and presentations from the officials but also from the most common financial products and some less common ones (e.g. DFA funds, tiny crypto currencies) that I had to use for my own declaration (100% referenced). 10% is tax advice from public (referenced) and non-public sources (referenced where appropriate). Total is about 12k pages of PDF and .txt files.
Additionally, I asked the tax officials at Baselland 19 questions and I included all their answers (which were great btw, easy to understand, exact, short, non-ambigious). If you asked the officials and received answers I could add them to the knowledge base.

Q2: Is there a BS version yet?
A2: Nope. I did not collect enough feedback for the BL version, so my processes become more efficient.

Q3: Does it automatically looks for recent publications or someone needs to feed it?
A3: It previously offered excessive, irrelevant details while searching for new online publications and often provided inaccurate, verbose responses. Also, lying was more prevalent.
Currently, it requires manual effort (on my side). Thankfully, 2023’s laws and regulations are fixed and finite. While integrating APIs is feasible, I first need to assess if others find it user-friendly, given that I configured it myself.

Q4: Could you create that for ZH?
A4: I was planning ZH and BS next, due to size and ease of language for me but would need more feedback on possible improvements, so play around and lmk what I might improve.

Q5: Do you earn anything or do market research?
A5: Nope. This is not commercial nor do I own anything. It was helping me, so it might be helpful to you.