Q

2.0

On Roadmap · Design Partners Open
💰Tax & Revenue Agencies

Modernize tax administration without ripping out the legacy system.

Taxpayer 360°. Audit selection. Revenue forecasting. Collections analytics. All on a governed AI data foundation.

xAQUA augments your tax administration team — it does not replace your collection system, audit case-management, or filing portal. It sits above them, federates queries across the stack, and turns plain-English intent into governed, auditable execution. Built for state DOR, federal IRS, and treasury agencies with hard compliance posture.

$496B
Annual federal tax gap (latest est.)
3 wks
From kickoff to first use case
0
Bytes of taxpayer data leaving your env.
xAQUA · Cezu — Audit Selection
👤
Show me TY 2024 corporate filers with apportionment changes >25% YoY where the schedule M-1 reconciliation flags don't match prior cycle.
💰
847 returns match.
Top 12 high-risk: $4.2M aggregate suspected understatement.
Filing #88421-C: schedule M variance High Risk
Filing #74103-B: pass-through allocation flag High Risk
Generate audit-selection package?
👤
Yes — and run the same query against this entity group's three prior tax years.
Same foundation. Production-validated. The xAQUA UDP runs at a $300B+ public pension fund in fully private deployment. Tax & Revenue is the same engine — packaged for revenue agency mandates, taxpayer data sovereignty, and audit defensibility.
The Challenge

Legacy tax systems work. Getting answers out of them does not.

Revenue agencies process the highest-volume, highest-stakes data in government. The systems of record were built decades ago. The questions being asked of them are brand new.

🗄️

Decades-Old Collection Systems

Returns processing, account masters, collection cases, audit case-management, e-filing portals — each on its own platform, often spanning three generations of technology. Cross-system questions take days, or never get answered.

Mainframe + cloud + on-prem in one stack
🎯

Audit Selection Lacks Lift

Selection criteria run on yesterday's logic and yesterday's data. Auditors spend weeks pulling cross-references manually. Hit rates stay low. Productive audits get buried under unproductive ones.

Hit rates often below 40%
📑

The Tax Gap Doesn't Wait

Underreporting, non-filing, and underpayment compound while answers are buried. Revenue forecasting requires staff weeks of spreadsheet work. The cost of slow data is measured in hundreds of millions per year.

$496B federal tax gap, latest estimate
How It Works

One AI data foundation. Sits on top of your collection stack.

xAQUA does not migrate your tax system. It does not store your taxpayer data. It federates queries across what you already own.

DATA SOURCES xAQUA UDP — AI DATA FOUNDATION CONSUMERS Returns ProcessingMainframe · Filings · Schedules Taxpayer Account MasterEntity registry · Balances Collection CasesNotices · Liens · Levies Audit Case ManagementAssessments · Workpapers Third-Party ReportingW-2/1099 · K-1 · State exch. Documents & CorrespondencePetitions · POAs · Notices 🐕Cezu — Plain-English ConciergeRoutes intent · Asks for clarification · Hands off SIX AI DATA AGENTS StewardTaxpayer 360° GovernanceFTI · §6103 EngineerPipelines AnalystFilings · Q&A ScientistRisk · Forecast BIReports Tax Semantic LayerTaxpayer · Filing · Schedule · Period · Liability · Case · Adjustment Governance · Audit · Lineage · IRC §6103FTI handling · RBAC · Full action audit · Disclosure tracking Connectors — sits on your stackMainframe · Snowflake · Oracle · Postgres · S3 · GovCloud Audit & ExaminersRisk-scored case packages Collections OfficersPrioritized cases & outreach Taxpayer Service360° view in seconds Treasury & ForecastingRevenue projections Legislative & PolicyFiscal note analytics Inspector GeneralLineage on demand xAQUA stores no taxpayer data. Sits on top of the systems you already own. FTI never leaves your boundary.
1
Connect, don't copyFederate queries across mainframe collection systems, audit case management, third-party reporting, and document repos. No data movement to start producing value.
2
Plain English in, governed answers outCezu routes intent. Six specialized agents share one tax semantic layer — Taxpayer, Filing, Schedule, Period, Liability, Case, Adjustment.
3
FTI-aware by defaultIRC §6103 disclosure tracking, FTI handling, PII masking, RBAC, full action audit. Defensible to OMB, Treasury IG, and oversight committees.
Scope of Coverage

Every function a revenue agency runs.

From filing intake to collection workout, from audit selection to revenue forecasting — xAQUA covers the operational, analytical, and oversight workload across the lifecycle of a taxpayer.

📥
Returns Processing
Filing intake & perfection
🔍
Taxpayer 360°
Cross-system view
🎯
Audit Selection
Risk-scored case picks
📋
Examination Support
Workpaper assembly
💼
Collections
Prioritization & outreach
⚖️
Appeals & Litigation
Case prep & tracking
📊
Revenue Forecasting
Treasury projections
🏛️
Fiscal Notes
Legislative analysis
📈
Tax Gap Analytics
Compliance measurement
🛡️
FWA Detection
Fraud & ID theft
📞
Taxpayer Service
Call center co-pilot
🔐
Disclosure Tracking
§6103 & lineage
The Solution

Your AI Tax & Revenue Data Team — six agents, one platform.

Each agent is a specialist. Together they augment your audit, collections, examination, and policy staff — without replacing the systems they already use.

📚
Taxpayer 360° Intelligence
AI Data Steward · SemantIQ · Entity 360

A unified, governed view of every taxpayer entity, related party, and tax period — assembled across returns processing, account masters, collection cases, and document archives.

Identity resolution across entity types and reorganizations
Period-aware liability, payment, and case linkage
Plain-English lookup for service reps and examiners
🛡️
FTI & Disclosure Governance
AI Data Governance · Qualix · SenseMask

FTI handling, IRC §6103 disclosure tracking, field-level PII masking, and lineage built into every action. The compliance posture revenue boards and inspectors general already require.

FTI tagging and access enforcement at query time
§6103 disclosure event tracking with attribution
Full audit trail — who asked what, with which authority
🎯
Audit Selection & Risk Scoring
AI Data Scientist · ClickML

Score returns and entities for audit potential across schedule reconciliation, third-party data mismatches, and behavioral signals. Lift hit rates without bias drift.

Configurable risk models with audit-ready feature lineage
Cross-period and cross-entity correlation
Bias monitoring and reviewer-friendly explanation
⚙️
Filing & Third-Party Engineering
AI Data Engineer · Composer

Validate, transform, and reconcile filing data and third-party reporting (W-2/1099/K-1, state exchange) — the source of most assessment lift. Catch bad data before it bites the cycle.

Automated reconciliation across reporter, filer, and master
Anomaly detection on filing volume and shape
Schema-aware ingestion for new filing types
💼
Collections Prioritization
AI Data Analyst · ClickML

Score collection cases for likelihood of pay, dispute, and write-off. Route limited collector capacity to where it produces the most revenue per hour worked.

Pay-likelihood scoring with explainable features
Outreach segmentation by case characteristics
Workout suitability and offer-in-compromise screening
📈
Forecasting & Fiscal Notes
AI BI Specialist · Narratix · DataLens

Treasury-grade revenue forecasts. Fiscal-note simulations on legislative proposals. Board and oversight reporting with narrated commentary and data lineage.

Time-series revenue forecasting with scenario branches
Fiscal-note simulation tied to filing data
Auto-narrated executive summaries with citations
A Day in the Life

From an audit hypothesis to a defensible case package — in minutes.

A typical examiner workflow. Same shape holds for collections triage, taxpayer service lookup, and treasury forecasts.

FROM HYPOTHESIS TO DEFENSIBLE CASE Average end-to-end: under 90 seconds. Examiner time saved: 4–6 hours per case. 💬STEP 1HypothesisExaminer asks Cezu inplain English 🐕STEP 2Cezu RoutesPicks the right agents,checks authority 🎯STEP 3Agents ScoreSteward + Scientistretrieve & score 🛡️STEP 4FTI GovernanceRBAC, masking,disclosure logged 📋STEP 5Case PackageRisk score, sources,workpapers ⚖️STEP 6DefensibleLineage to source.Replayable. Total: under 90 seconds for the answer · Case package generation: ~2 minutes · Audit log persisted asynchronously
Use Cases

What revenue agencies ship on xAQUA.

Concrete workflows scoped at peer agencies. Each one is a single use case the platform unlocks — and the platform unlocks dozens more after the first.

🎯

Risk-Scored Audit Selection

Score returns for audit potential using schedule reconciliation, third-party mismatches, and historical patterns. Hit rates lift, examiner hours saved, lineage on every score.

🔍

Taxpayer 360° for Service Reps

Service reps and case workers see one taxpayer view across filings, payments, cases, and correspondence — with citations. Average call handle time drops sharply.

💼

Collections Prioritization

Score open cases for likelihood of pay. Sort daily collector queues by expected return per hour. Move offer-in-compromise candidates to the right track quickly.

📊

Revenue Forecasting

Treasury-grade rolling forecasts that incorporate filing data, third-party reporting, and macro signals. Scenario branches for budget cycles. Variance commentary on demand.

🏛️

Fiscal Note Analytics

Quantify legislative proposals against actual filing data. Estimate revenue impact, distributional effects, and compliance burden — with the data trail to back it up.

📑

Document AI for Petitions & POAs

Locate, classify, and extract from petitions, powers of attorney, and correspondence. Auto-link to the right taxpayer file. Service reps stop searching folders.

📈

Tax Gap Analytics

Quantify underreporting, non-filing, and underpayment by sector and behavioral cohort. Direct examination resources where the lift is, with explainable feature attribution.

🛡️

FWA & Identity-Theft Detection

Flag refund fraud, identity-theft filings, and ghost-preparer schemes early. Each flag includes the data trail and a recommended action a reviewer can act on.

⚖️

Appeals & Examination Workpapers

Auto-assemble examination workpapers with citations, supporting schedules, and reconciliation. Save days of formatting on every closed case.

Security · Sovereignty · Compliance

Compliant by default. Defensible by design.

Revenue agencies carry statutory disclosure, FTI handling, and oversight obligations the platform has to meet from day one. xAQUA is built for that posture, not against it.

🔒
Fully Private Deployment
VPC, GovCloud, or air-gapped. Taxpayer data never leaves your boundary.
🛡️
FTI Handling
IRC §6103 disclosure tracking. SafeguardsReport-aligned controls.
📋
Full Action Audit
Every question, answer, source, and authority. Replayable, defensible.
🔐
RBAC & SSO
SAML/OIDC. Role enforcement at every step of the agent loop.
📊
Data Lineage
Every figure traceable back to source filing or third-party report.
⚖️
Bias & Fairness Monitoring
Built-in scoring of audit selection and FWA model fairness over time.
🌐
FedRAMP-Aligned
GovCloud-class posture. State CJIS and IRS Pub 1075 compatible.
🚫
Zero Storage
xAQUA stores no taxpayer data. Sits on top of the systems you already run.
Measurable Impact

Audits hit. Collections work. Forecasts hold up.

Reference outcomes from peer-agency design conversations and adjacent production deployments on the same platform.

2–3×
Audit Hit-Rate Lift
Selection scoring vs. legacy criteria
60%
Less Examiner Prep Time
Workpapers auto-assembled from sources
3 wks
Implementation
vs. 6–9 months for traditional integration
100%
Audit Ready
Full lineage and disclosure log on every output

Bring an AI data team into your revenue agency.

A scoped 30–60 day pilot against your specific use cases. Live in your environment. No taxpayer data egress. We're actively engaging design partners across state DOR and treasury agencies.