Question 1/8
No formal process exists
A
We inconsistently follow informal guidelines
B
We adhere to defined approval processes for some tools
C
There are formal policies with periodic review
D
Retake Quiz
Governing at scale
How deeply is AI embedded in your
indirect tax workflows?
Question 2/8
How do you validate AI-generated tax determinations and manage human review?
How do you manage confidentiality and security for AI-processed tax data?
Question 4/8
Can you trace an AI-assisted tax determination back to its source?
Question 5/8
Stage 1: Experimenting
Stage 2: Piloting
Stage 4: Governing at scale
Stage 5: Production-ready
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Ai compliance maturity assessment
Take the short quiz to evaluate your standing.
It is used occasionally by individuals outside of formal workflows
A
AI is inconsistently piloted in limited workflows
B
AI is embedded in several workflows with defined handoffs
C
It is a core part of workflows with human-in-the-loop checkpoints
D
Outputs are rarely checked and no review process exists
A
There are occasional spot checks; oversight roles are informal and undefined
B
Human review is defined for key use cases with basic escalation paths
C
We have structured validation, documented criteria, clear accountability, and sign-off
D
There are no specific practices in place
A
We are aware of the issue but there are no formal controls
B
Basic rules exist (e.g., no PII in prompts)
C
Classification, access controls, and retention policies are enforced
D
No. It is not possible or not considered
A
Sometimes, but not consistently
B
We have basic logging for key use cases
C
Most decisions are logged with enough context for review
D
How aligned are your tax, legal, and finance teams on AI?
Question 6/8
Teams are siloed and use AI independently
A
Awareness is growing, but alignment is limited
B
We have regular communication with some shared policies emerging
C
Formal governance with shared frameworks and stakeholder buy-in exists
D
There is no formal training. People are figuring it out on their own
A
Learning is ad hoc. Some individuals have upskilled independently
B
Basic AI awareness training exists but isn't consistent or required
C
There is a structured training program in place. Most staff understand AI risks and limitations
D
How AI-literate is your tax team, and how are you building that capability?
Question 7/8
© 2026 Thomson Reuters TR8174038/09-26
Stage 2: Piloting
Stage 1: Experimenting
Continuous monitoring occurs with automated controls and clear accountability
E
We have near-touchless workflows with full auditability
E
Validation is ongoing with benchmarks, confidence thresholds, SLAs, and audit logs
E
Full data governance is ensured with lineage tracking, automated PII detection, and audit trails
E
Yes. We have full traceability with model version, input data, and reviewer action linked
E
KPIs and oversight are shared, while board-level visibility exists
E
We have an ongoing, role-specific AI literacy program with measured competency and regular updates
E
Stage 3: Operationalizing
Production-ready
Stage 3: Operationalizing
Human review is defined, workflows are improving, and data handling is taking shape
You're building real infrastructure. Focus on consistency now.
Next steps:
Standardize validation across all AI workflows
Assign clear accountability for every decision type
Connect AI compliance budget to governance outcomes, not just tools
Start logging outputs for future audits
Before you lock in your operating model, download the Before You Commit e-book
Touchless compliance is achieved for transparent, governed, and measurable results
You're at the leading edge. Now scale the model and raise the floor for everyone else.
Next steps:
Formalize a continuous improvement cycle
Publish internal AI compliance transparency reports
Turn your budget model into an internal investment case for other teams
Help other teams reach this level
Keep raising the bar by downloading the Before You Commit e-book or see how ONESOURCE can help you scale
How are AI tools approved and monitored within your indirect tax function?
Governance
Workflow integration
Question 3/8
Validation
Data handling
Traceability
Stakeholder alignment
Training
There is no budget. AI compliance is absorbed informally or not funded
A
We have a limited budget. Funds are distributed project by project with no dedicated resources
B
Some budget is allocated but not consistently tied to governance priorities
C
There is a dedicated budget with defined ownership and annual planning
D
We have a strategic budget with that with multi-year commitments, ties to risk framework, and measurable outcomes
E
Do you have dedicated budget allocated to AI tools for indirect tax?
Budget
Question 8/8
Real testing is underway, but involves inconsistent review and integration
You have momentum. Now build the scaffolding to make it repeatable.
Next steps:
Document review criteria for high-risk use cases
Create a basic data handling policy
Replace ad hoc funding with a dedicated budget line, even a small one
Define handoff points in AI-touched workflows
Before you scale the pilots, download the Before You Commit e-book
Stage 5: Production-ready
Stage 4: Governing at scale
Stage 3: Operationalizing
Stage 2: Piloting
Stage 1: Experimenting
Talk to an expert
Little governance, isolated use, limited validation
You're exploring AI without much structure. The risk grows fast without guardrails.
Next steps:
Pick 1–2 use cases to formalize
Build a basic tool approval checklist
Start a budget case by logging what AI is already costing you informally
Assign an AI governance owner, even part-time
Not sure where to start? Download the Before You Commit e-book
Clear controls, traceability, and stakeholder alignment are in place
You have a strong foundation. The next move is making governance measurable and automatic.
Next steps:
Automate repetitive validation controls
Set performance benchmarks and confidence thresholds
Convert annual budget requests into a multi-year investment plan
Bring board-level visibility into AI compliance
Before you automate further, download the Before You Commit e-book.
When you’re ready to automate further, see how ONESOURCE can get you there
Talk to an expert