Conversational Search for Tax Benefits

Help citizens search and learn tax benefits

taxes, tax office, tax return-646512.jpg

Overview

Conversational Search for Tax Benefits is powered by Amazon Kendra and Generative AI that enables citizens and tax preparation professionals to quickly find important tax related information and benefits. This demo uses UK.GOV HM Revenue & Customs (HMRC) Tax Information. This demo is applicable to customers looking for Generative Search and Discovery applications such as 1/ Q&A Chatbots with Generative capabilities 2/ Conversational Virtual Assistants for employees (Internal) or customers (external) 3/ Contact center solutions such as Agent Assist.

How it works

Amazon Kendra is used to index official tax guides, articles and documents from sources like the HMRC. This makes the tax content easily searchable via natural language.
Large pretrained language models is then used to understand user queries, summarize and extract key details from the tax documents, and provide concise answers.
By combining the search capabilities of Kendra with the natural language prowess of these models, we can build an interface that helps both taxpayers and tax professionals quickly find relevant tax information through interactive conversations.
The language models can summarize key benefits, eligibility criteria and application procedures, while Kendra provides access to the original documentation for reference. Together, they become more powerful than either individual approach.

Demo Prompts

  1. What is inheritance tax?

  2. My income is 100000. What is my estimated tax rate range?

  3. What is income tax?

  4. what is the threshold for inheritance tax?

  5. My father died 3 years ago, my mum has just died. Can I transfer my fathers unused nil rate band?

  6. I’m the executor of a will, where do I get started with inheritance tax?

  7. what taxes do I need to think about when I sell my second home?

  8. I’ve just inherited some shares, do I need to do anything?

  9. what are child care benefits?

  10. I’ve just received a pay rise. I’m now paid £55,000. Will it affect my child benefit payments?

Architecture

Conversational Search for Tax Benefits is powered by Amazon Kendra and Generative AI. It utilizes Amazon Lex for managing conversation sessions and intent detection. AWS Lambda and LangChain framework is used to orchestrate the process of retrieving relevant excerpts from enterprise data using Amazon Kendra and pass the context to Large Language Model for generative content creation.

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