Orbitax · International Tax Platform · Quick Reference

XatBot for
International Tax.

The complete cheat sheet for tax professionals using XatBot, Orbitax's AI research & automation layer for the Orbitax International Tax Platform.

Orbitax
Tax Professionals Edition orbitax.com / xatbot
  What is XatBot?

XatBot is the AI layer powering international tax research, automation, and compliance, built into the Orbitax International Tax Platform. It researches tax laws across 195+ jurisdictions, automates platform workflows, monitors regulatory changes, and delivers verified, source-backed answers, all from one chat interface.

195+
Jurisdictions
4,000+
Tax Treaties
100+
Connections
31
AI Tools
1 · Ask
Research anything tax

Plain English questions. Source-cited answers with jurisdiction, rate, and treaty context.

2 · Act
Run the platform for you

Describe a task — Autopilot runs multi-step platform workflows hands-free, in-browser.

3 · Track
Monitor every change

Schedule Tax Flows that compare prior & current law and deliver diffs on your cadence.

4 · Trust
Verified & source-backed

Cross-checked vs Orbitax Database + web. Answers with High/Medium/Low confidence per point.

01

Three powerful modes

Core capabilities
Mode 01 · Ask

Research

Conversational tax intelligence across 195+ jurisdictions, with file uploads, visuals, emails & exports.

  • Tax laws, treaties & rates across 195+ jurisdictions
  • Upload PDF · DOCX · XLSX · CSV — extract, summarize, translate
  • Generate FX rate reports, WHT memos, rate summaries
  • Email reports directly from the conversation
  • Instant platform guidance or support tickets
Inline rate card · ExampleGermany → Japan dividends
Domestic rateGerman statute26.4%
Treaty rateGermany–Japan treaty15.0%
Qualifying parent≥25% shareholding5.0%
Mode 02 · Act Beta

Autopilot

Describe the outcome: XatBot plans the steps, opens a browser, and executes on the platform while you watch.

  • Describe actions to automate in plain language
  • Structured workflow generated from your request
  • View Workflow — review the plan before executing
  • Launch with AI — hands-free, visible browser run
  • Expanded across the platform in ITP 2.0, with XatBot-focused dashboards
Autopilot run · ExampleGMT · Create Project
Step 01Create project✓ 2s
Step 02Add 14 entities✓ 18s
Step 03Configure GloBE▶ running
Mode 03 · Track

Tax Flows

Scheduled regulatory monitoring: find & track what changed, when, and for whom. Get automated updates at your schedule.

  • Track regulatory changes on your schedule
  • Comparison reports at your chosen frequency
  • Exactly what changed — previous vs current
  • WHT, corporate tax, Pillar 2, treaty changes
  • Auto-delivery of change reports to your team
Change report · ExamplePillar 2 · EU · Q1
🇮🇪 IrelandSafe Harbourupdated
🇫🇷 FranceQDMTT rulesnew
🇩🇪 GermanyFiling formrevised
02

XatBot by role - who benefits and how

Audience fit
Tax Advisors & Consultants Client Work
  • Treaty rate lookups across 100+ jurisdictions in seconds
  • Multi-jurisdiction WHT analysis with source citations
  • Client-ready memos — download, email, export as PPTX
  • Deep Research for complex multi-jurisdictional queries
  • ITRCE inline Explain, Compare & Changes on any legislation
  • Email tone selector: formal, concise, or detailed
Tax Managers & Directors Team Lead
  • Monitor regulatory changes across your entity portfolio
  • Standardize research with pre-built & custom Tax Skills
  • Automate repetitive platform tasks with Autopilot
  • Documents library (Memory) for team-wide consistency
  • Schedule law-change comparison reports on your cadence
  • Data Tracing MCP — audit-level cell edit history
CFOs & Finance Leaders Leadership
  • One platform replacing 3+ international tax research tools
  • Verified, source-backed answers you can act on
  • Audit-ready reports with full source attribution
  • 12 hours a week per user saved on research & memo drafting
  • Enhanced visuals: rate cards, KPIs, side-by-side comps
  • Deep Research reports for board / client use
IT & Tax Technology Platform
  • MCP Server Proxy — connect XatBot to any AI tool
  • Bring-your-own connections: SharePoint, Gmail, ERP, data lakes
  • SOC 2 & GDPR compliant, isolated environment, embedded in the platform
  • No separate deployment, install, or configuration
  • 100+ out-of-the-box API connections via Orbitax Connect
  • Key Manager for connection status & expiry · SSO-ready
03

Try these prompts

Tax Advisor
What is the WHT rate on dividends from Germany to Japan under the current treaty?
Tax Manager
Track changes to Pillar Two safe-harbour rules across all EU jurisdictions.
CFO
Summarize our cross-border tax exposure across all entities.
IT / Technology
Connect XatBot to our SharePoint document library via MCP.
 Pro Tip

Tax Skills auto-trigger by conversation context — no manual selection. Ask naturally and XatBot applies the right skill.

04

Pre-built Tax Skills

corporate-taxCIT, effective rates, surcharges
wht-rateWithholding, treaty lookups, BO
pillar-2GMT, QDMTT, safe harbours
treatyDTTs, MLI, PE, protocols
transfer-pricingTP rules, docs, benchmarks
permanent-estabPE risk — fixed / agent / service
filing-managerDeadlines, forms, by country
cross-border-vatIndirect, compliance, registration
expat-taxIndividual, ESOPs, residency
dac6-crsMandatory disclosure, reportable
anti-abuse-cfcGAAR, CFC, thin cap
compliance-trackerPillar Two GloBE status by country
form-analyzerExtract & cross-check return forms
fx-ratesValidated current & historical FX
doc-translateFilings, up to 15 pages
help-supportPlatform guidance, tickets
 Build your own

Create custom Skills with your team's specific instructions, context, and preferences for any recurring workflow.

05

Workflow recipes - from research to action

End-to-end
Cross-Border Dividend Analysis
Ask treaty WHT rate→ Check domestic override→ Verify confidence→ Generate memo→ Email / export PPTX
Pillar Two Compliance Monitoring
Set up Tax Flow · GloBE→ Receive scheduled diffs→ Deep Research flagged items→ Export PPTX
Extend XatBot to Your Stack
Open Connections tab→ Add MCP Server (URL + auth)→ Query external data in-chat→ Combine with tax intel
Standardize Research with Skills
Open Tax Skills→ Create Custom Skill→ Auto-triggered by context→ Consistent team output
06

Connect & extend

XatBot connects to your existing stack via MCP, file uploads, and Orbitax Connect:

SharePointMCP
GmailMCP
DriveMCP
ERPMCP
OutlookMCP
Claude AIMCP
Data LakesMCP
PDF · XLSX · CSVUpload

Orbitax MCP Server ProxyAccess XatBot's tax intelligence from Claude and any MCP-compatible AI. Available to all.

07

Validation - find it, explain it, fix it

Filing accuracy
Where validation runs
  • Filing Manager — 180+ Pillar Two forms, XML validated before transmit
  • Export & Transmit — validate from the right-hand sidebar on both the merged and the amendment record
  • GIR Amendments — corrections & deletions cannot travel with new records in one submission
  • CbC & EU Public CbC — resolve validations before generating xHTML / iXBRL
  • Form Analyzer — extracts local return forms and cross-checks them for compliance
Ask XatBot about an error
Diagnose
Why is my Japan GIR XML failing validation, and which fields do I correct?
Resolve
Explain this rejection from the authority and walk me through the resubmission.
Pre-check
Which entities are missing data for the QDMTT return before I transmit?
Failed Rejected Accepted

Failed never reached the authority — resubmit. Rejected was received and refused — correct the flagged records, then resubmit. Ask XatBot which of the two you are looking at and what changed.

08

Subscription differences - Pro vs Pro+

Feature comparison
Feature / Capability Tax Digest Free XatBot Pro $49 / mo XatBot Pro+ $199 / mo
Core Research (195+ jurisdictions)IncludedIncludedIncluded
Verification Tab (High / Med / Low)YesYesYes
MCP Server ProxyYesYesYes
Tax Skills (pre-built + custom)YesYesYes
Questions per day per userLimited5 questions / day / userUnlimited questions / day / user
Deep Research1 request total2 / month10 / month
Tax Flows (monitoring)— Not included Limited Unlimited
File Creator — PPTX exportSubject to quotaYesYes
File Creator — PDF / Excel export— Not includedYesYes
Autopilot— Not includedYesYes
Email Composer & SenderYesYesYes
Documents / Memory LimitedYes Expanded
Validated FX rates embedded in XatBot— Not includedYes *Yes
Document Translation (up to 15 pages)— Not includedYesYes
Blue edge marks where Pro and Pro+ differ FX rates in Pro require a minimum ITRCE license.
09

Start free. Scale as you grow.

Plans & pricing
Tax Digest
Free

Daily headlines and basic XatBot access. A standing view of what changed, at no cost.

Get started
Most popular
XatBot Pro
$49 / mo

Full AI research, Monitor, and the WHT / CIT / VAT tools. Autopilot, PDF and Excel exports, and document translation included.

Start Pro trial
XatBot Pro+
$199 / mo

Unlimited questions per day, 10 Deep Research runs a month, unlimited Tax Flows, expanded Memory, and validated FX rates.

Start Pro+ trial
Enterprise
Custom

All 31 tools, admin controls and governance rules, SSO, and a named support contact.

Contact sales
Pricing is per user, per month, billed annually. Pro and Pro+ both include Autopilot, PDF / Excel export, and document translation — the tiers differ on volume: questions per day, Deep Research runs, Tax Flows, and Memory. Talk to your Orbitax account team for multi-seat and Enterprise terms.
Secure. Verified. Integrated. The platform for international tax — now with AI. Book a demo
orbitax.com/xatbot Talk to your Orbitax account team © 2026 Orbitax — All rights reserved
Scan to try XatBotOpen your Orbitax Platform & start a chat
Orbitax · International Tax Platform

XatBot for International Tax.

The complete cheat sheet for tax professionals using XatBot — Orbitax's AI research & automation layer.

Orbitax
Tax Professionals Edition orbitax.com / xatbot
  What is XatBot?

XatBot is the AI layer powering international tax research, automation, and compliance, built into the Orbitax International Tax Platform. It researches tax laws across 195+ jurisdictions, automates platform workflows, monitors regulatory changes, and delivers verified, source-backed answers, all from one chat interface.

195+
Jurisdictions
4k+
Treaties
100+
Connections
31
AI Tools
1 · Ask
Research anything tax

Plain English. Source-cited answers with jurisdiction & treaty context.

2 · Act
Run the platform

Describe a task — Autopilot runs it in-browser, hands-free.

3 · Track
Monitor every change

Tax Flows compare prior & current law on your cadence.

4 · Trust
Verified & sourced

Cross-checked vs Orbitax Database + web. Answers with High/Medium/Low confidence per point.

01

Three powerful modes

Core capabilities
Mode 01 · Ask

Research

Conversational tax intelligence across 195+ jurisdictions, with uploads, emails & exports.

  • Tax laws, treaties & rates across 195+ jurisdictions
  • Upload PDF · DOCX · XLSX · CSV — extract & translate
  • FX reports, WHT memos, rate summaries
  • Email directly from the conversation
Germany → Japan dividendsTreaty vs statute
Domestic rateGerman statute26.4%
Treaty rateGermany–Japan15.0%
Qualifying parent≥25% shareholding5.0%
Mode 02 · Act Beta

Autopilot

Describe the outcome. XatBot plans & executes multi-step platform tasks while you watch.

  • Describe actions in plain language
  • Structured workflow auto-generated
  • View Workflow before executing
  • Launch with AI — visible browser run
GMT Project SetupLive run
Step 01Create project✓ 2s
Step 02Add 14 entities✓ 18s
Step 03Configure GloBE▶ running
Mode 03 · Track

Tax Flows

Scheduled regulatory monitoring — what changed, when, for whom. Get detailed reports on your research at your own schedule.

  • Track regulatory changes on schedule
  • Comparison reports at your cadence
  • Previous vs current state, side-by-side
  • WHT, CIT, Pillar 2, treaty differences
Pillar 2 · EU · Q1Change report
🇮🇪 IrelandSafe Harbourupdated
🇫🇷 FranceQDMTTnew
🇩🇪 GermanyFiling formrevised
02

XatBot by role - who benefits and how

Advisors
  • Treaty rate lookups in seconds
  • Multi-jurisdiction WHT with citations
  • Client memos — email / PPTX
  • Deep Research for complex queries
  • ITRCE inline Explain & Compare
Managers
  • Monitor across entity portfolio
  • Custom Tax Skills for the team
  • Autopilot for repetitive tasks
  • Documents / Memory library
  • Data Tracing MCP audit trail
CFOs
  • One platform replaces 3+ tools
  • Audit-ready source attribution
  • 12 hours / week / user saved
  • Enhanced rate cards & KPIs
  • Board-ready Deep Research
IT / Tech
  • MCP Proxy to any AI tool
  • BYO SharePoint / Gmail / ERP
  • SOC 2 & GDPR · isolated env
  • 100+ OOTB connections
  • Key Manager · SSO-ready
03

Try these prompts

Advisor
WHT rate on dividends from Germany to Japan under the current treaty?
Manager
Track changes to Pillar Two safe-harbour rules across EU.
CFO
Summarize cross-border tax exposure across all entities.
IT
Connect XatBot to our SharePoint library via MCP.
04

Workflow recipes - research to action

Cross-Border Dividends
Ask treaty WHT→ Check domestic→ Verify→ Memo→ Email / PPTX
Pillar 2 Monitoring
Tax Flow · GloBE→ Scheduled diffs→ Deep Research→ Export PPTX
Extend Your Stack
Connections tab→ Add MCP Server→ Query in-chat→ Combine w/ tax intel
Standardize with Skills
Tax Skills→ Custom Skill→ Auto-triggered→ Consistent output
05

Pre-built Tax Skills

corporate-taxCIT, rates, surcharges
wht-rateWHT, treaties, BO
pillar-2GMT, QDMTT, SH
treatyDTTs, MLI, PE
transfer-pricingTP, docs, benchmarks
permanent-estabPE risk assessment
filing-managerDeadlines & forms
cross-border-vatIndirect tax
expat-taxIndividual / ESOPs
dac6-crsDisclosure
anti-abuse-cfcGAAR, CFC
compliance-trackerGloBE status by country
form-analyzerReturn form extraction
fx-ratesValidated FX
doc-translateUp to 15 pages
help-supportPlatform help
06

Validation - find it, explain it, fix it

Filing accuracy
Where validation runs
  • Filing Manager — 180+ Pillar Two forms, XML validated pre-transmit
  • Export & Transmit — validate merged and amendment records
  • GIR Amendments — corrections cannot travel with new records
  • CbC & EU Public CbC — clear validations before xHTML / iXBRL
Ask XatBot about an error
Diagnose
Why is my Japan GIR XML failing validation, and which fields do I correct?
Resolve
Explain this rejection and walk me through the resubmission.
Read the status
Failed Rejected Accepted

Failed never reached the authority — resubmit. Rejected was received and refused — correct the flagged records, then resubmit.

Answer confidence is separate: the Verification tab rates each point High / Medium / Low against the Orbitax database and the web.

07

Subscription differences - Pro vs Pro+

Feature / Capability XatBot Pro $49 / mo XatBot Pro+ $199 / mo
Core Research · Verification · MCP · Tax SkillsIncludedIncluded
Questions per day per user5 / day / userUnlimited
Deep Research2 / month10 / month
Tax Flows (monitoring) Limited Unlimited
Documents / MemoryYes Expanded
File Creator — PPTX · PDF · ExcelYesYes
Autopilot · Email Composer & SenderYesYes
Validated FX rates embedded in XatBotYes *Yes
Document Translation (up to 15 pages)YesYes
Blue edge marks where the tiers differ FX rates in Pro require a minimum ITRCE license.
08

Start free. Scale as you grow.

Tax Digest
Free

Daily headlines and basic XatBot access.

Get started
Most popular
XatBot Pro
$49 / mo

Full AI research, Monitor, and WHT / CIT / VAT tools.

Start Pro trial
XatBot Pro+
$199 / mo

Unlimited questions, 10 Deep Research runs, FX rates.

Start Pro+ trial
Enterprise
Custom

All 31 tools, admin controls, governance, and support.

Contact sales
Per user, per month, billed annually. Talk to your Orbitax account team for multi-seat and Enterprise terms.
Secure. Verified. Integrated. The platform for international tax — now with AI.
orbitax.com/xatbot Talk to your Orbitax account team © 2026 Orbitax
Scan to try XatBotStart a chat in your Orbitax Platform