🧾 Accounting & Tax

The code and the standard, cited to the text.

For CPAs, tax advisors and controllers. The Internal Revenue Code, the CFR, IRS rulings and Tax Court decisions, alongside the GAAP and SEC reporting authority the Codex holds — the grounded reference beneath the return, the memo and the workpaper. Confirm a treatment, pull the controlling section, or draft a memo on it. Every claim is cited to the primary text, or it is declined.

Cited to the primary text. A treatment it cannot ground, it declines.

The experience

It stands behind the workpaper

A position needs authority, and the authority needs to be real. The Codex gives you the controlling section quoted from the source, so the memo cites the code and not a recollection of it — and where the held record does not settle the question, it says so rather than manufacture support.

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Pull the section

The controlling Code section or standard, quoted verbatim, with its citation.

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Apply to your facts

Give the fact pattern; the Codex applies only authority it can cite and abstains where silent.

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Draft the memo

A grounded, cited technical memo assembled on the authority you can show — for your review and sign-off.

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Verify a disclosure

Check a footnote or a position against the standard it claims, with the unverifiable flagged.

What comes back

Example outputs

You ask in the language of the memo and the return. Every card below is the shape of a real answer — a verbatim quote with its citation and provenance, or an honest abstention. The abstention is not a failure; it is the guarantee.

You askWhat does IRC §162(a) allow as a deduction?
“There shall be allowed as a deduction all the ordinary and necessary expenses paid or incurred during the taxable year in carrying on any trade or business…”
📜 26 U.S.C. §162(a) ✓ verbatim sha256 1f6b…c204 char-span §162(a), verbatim

The operative language of the deduction, quoted from the Code — the citation that anchors the workpaper.

You askWhat is the corporate income tax rate under §11?
“The amount of the tax imposed by subsection (a) shall be 21 percent of taxable income.”
📜 26 U.S.C. §11(b) ✓ verbatim sha256 a4c9…de77 char-span §11(b), verbatim

The controlling figure, quoted from the section that sets it — not a remembered rate.

You askHow does State X treat this specific credit for a 2019 amended return?

The held record does not settle this. If the Codex does not hold that state's authority for that year, it will not infer the treatment from federal law or a similar state — there is no primary text to cite, so it abstains.

A confidently wrong state treatment is a real exposure. The Codex answers from the authority it holds and declines the rest — so the memo never rests on an inference dressed as a citation.

Once you're in

How to work Accounting & Tax in the Codex

You will be invited, and you will sign in at maat.surgexi.com. Here is how to get the most out of it from the first minute.

Sign in to your accounting workspace

Your invitation opens an accounting/tax account scoped to the reporting and tax authority the Codex holds. You search the code and the standard, not the open web.

Ask for the section by what it does

“What does §162(a) allow,” “the rate under §11,” “the standard for [treatment].” The Codex resolves to the operative text and quotes it, with the citation.

Give it the facts to apply

In Advise, lay out the fact pattern. It applies only authority it can cite and abstains where the held record is silent — a grounded position, not a guess.

Draft the memo on cited authority

Have it assemble a technical memo grounded in the sections it quotes — for your review and sign-off. You are always the one who signs.

Verify a disclosure or a footnote

Paste a position into Verify; each claim is checked against the standard it cites, and anything unsupported is surfaced before it ships.

Respect the abstention

When it declines — an authority it does not hold, a year or a jurisdiction outside the corpus — that boundary is protecting the workpaper. Request the source be ingested; do not paper over the gap.

In your hands

What you can do

Code & standard lookup

IRC, CFR, GAAP/SEC — the controlling text, verbatim.

Apply to your facts

Grounded treatment on cited authority; abstains where silent.

Draft a technical memo

Cited to the primary text, for your sign-off.

Verify a disclosure

A footnote or position, checked against the standard.

A position you can defend to the text.

Ma'at Codex holds the code and the standard for the advisors accountable to them. If you have been invited, enter; if not, request access.

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