Tax Incentive Form Analysis — Lei do Bem
R&D tax forms still needed consultants. The MVP helped them catch weak descriptions before clients saw them.
Context & Constraints
Lei do Bem is Brazil's R&D tax incentive law. Companies submit detailed forms about innovation projects, services, technical staff, materials and third-party contracting.
The business team had to check whether every description met the Ministry's expected level of detail before the form went to the client. Weak descriptions created rework and risk, but the review still needed human validation.
- Exact client and form volumes cannot be disclosed.
- The review was a critical tax step, so consultants still had to validate every correction before anything went to the client.
- The MVP was delivered to support the workflow, but it was not presented as a fully finished production automation.
“This could not be fully automated. The point was to make expert review faster without removing the expert.”
Architecture
I delivered an MVP review assistant in Copilot Studio and Power Automate. It checked form fields against KPMG knowledge and the Ministry's standard, then pointed consultants to descriptions that needed correction. Consultants still made the final judgment.
My Role
I gathered requirements with the business team and built the MVP end to end.
Results & Validation
The right automation was not a replacement for consultants. It was a quality layer that saved roughly three hours per form while keeping the critical review human-in-the-loop.
Stack
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