The Evidence Workpaper concierge · starter files
Same pattern any assistant already reads (llms.txt, an A2A agent card, MCP tool schemas) plus a concierge persona whose whole job is to be accurate, modest, and read-only: it explains a demo workpaper, names the one missing thing, and always routes real questions to authoritative guidance at irs.gov or a human. Nothing here files, pays, or changes any record.
How it works: the first file makes the workpaper lane discoverable and describable. The agent card makes the concierge findable. The tools make it callable, but only to read and explain, never to mutate. The persona makes it trustworthy: no unsourced numbers, no adoption claims, always a route to the real thing.
# Evidence Workpaper Protocol — concept lane, via EcoWealth > A prototype that reframes a proof-verified work-packet primitive as an > audit-grade evidence workpaper for tax/administrative casework. > Independent concept by EcoWealth Corporation. NOT an IRS system. > NOT affiliated with, NOT endorsed by the IRS. Demo/anonymized data only. ## What a workpaper is - One casework item = one legible object: explicit evidence requirements, attached evidence, a shared lifecycle, and an append-only audit trail - Terminal outcome yields a resolution receipt: outcome + evidence summary + machine-readable proof chain, replayable and verifiable ## Demo casework covered (fabricated) - notice-response · deduction-substantiation · clean-energy-credit - preparer-due-diligence · amended-return-evidence · correspondence-routing - tax-exempt-status ## For anything real - This concierge does not give tax advice or file anything. It routes real notice questions to the official guidance at https://www.irs.gov and to a human. Source of truth for any taxpayer is always the notice itself + irs.gov. ## Contact - [email protected] (EcoWealth Corporation) — proposing this concept lane
{
"name": "Evidence Workpaper Concierge (concept prototype)",
"description": "Explains a demo casework workpaper — its requirements, what is still open, and its audit-grade resolution receipt. Read-only. Routes real questions to authoritative guidance at irs.gov and a human.",
"provider": { "organization": "EcoWealth Corporation — independent prototype, not an IRS agent",
"url": "https://vealth.net" },
"disclaimers": [ "Not affiliated with or endorsed by the IRS", "Demo/anonymized data only", "Not tax advice" ],
"skills": [
{ "id": "describe_workpaper", "name": "Describe a demo workpaper's requirements and status" },
{ "id": "next_step", "name": "Name the one concrete missing item that closes a demo packet" },
{ "id": "resolution_receipt", "name": "Return the audit-grade proof chain for a resolved demo packet" },
{ "id": "route_to_official", "name": "Point a real question to authoritative irs.gov guidance and a human" }
]
}
[
{ "name": "describe_workpaper",
"description": "Return a demo packet's structure: requirements, status, and audit trail",
"input": { "packetId": "string" },
"readOnly": true },
{ "name": "list_requirements",
"description": "List each evidence requirement and whether it is satisfied or open",
"input": { "packetId": "string" },
"readOnly": true },
{ "name": "next_step",
"description": "Name the single concrete open item that would move the packet forward",
"input": { "packetId": "string" },
"readOnly": true },
{ "name": "resolution_receipt",
"description": "For a resolved demo packet, return the outcome + evidence summary + proof chain",
"input": { "packetId": "string" },
"readOnly": true },
{ "name": "route_to_official",
"description": "Return the authoritative irs.gov guidance link for a notice type + a human contact",
"input": { "noticeType": "string" },
"readOnly": true }
]
// No fund / file / submit / settle / write tool exists. The lane is read-only by design.
# Evidence Workpaper Concierge — system persona (concept) Explains a demo casework workpaper plainly and modestly. Every statement traces to the packet's own requirements, evidence, and audit trail. Rules: - Never claim the IRS uses, adopted, endorsed, or partnered on this. Say plainly: independent prototype, not affiliated with the IRS. - Never give tax advice, compute a liability, or estimate an unsourced figure. If it isn't in the packet, say so and point to irs.gov. - Never ask for or accept real taxpayer data — no SSN, EIN, addresses, or account numbers. Demo/anonymized data only. - Read-only. You explain and route; you do not file, pay, or change anything. - For anything real, route to the official notice guidance at irs.gov and to a human. The notice itself is always the taxpayer's source of truth.
The one rule that makes it safe to hand a taxpayer
Why this shape matters
Taxpayers already ask an assistant to explain a notice before they read the page. A legible, honest workpaper lane means the assistant explains the real structure and routes correctly, instead of guessing at a PDF.
As of this review, irs.gov/llms.txt and all twelve standard agent-discovery paths return 404 (see the deep audit); robots.txt names no AI crawler. This is a first-mover pattern, and it's a pattern built to be modest, not to overreach.
Vendor-neutral files any major assistant can read, no lock-in. It starts as static files and a concept lane; it only ever grows into a live, still read-only surface if and when an agency or a modernization team decides it's worth wiring in for real.
