Canvas · AI tax memo writer

AI tax memo writing, with the citations attached

Canvas turns your Bizora research into a tax research memo or client email in the same workspace. The IRC sections, regulations, rulings and cases behind each conclusion come with it, so the draft is ready for review, not rework.

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S Corporation Ownership Changes Memo4 Comments

HEADER

To: File / [Engagement Name]
From: Tax Research Department
Date: 2026-11-12
Subject: Effect of Ownership Changes on Existing S Corporation Election
Taxpayer/Entity: [Taxpayer Name] / S corporation
Year(s): [Relevant transfer year(s)]
Jurisdiction(s): Federal

1. FACTS

Facts as Provided: The client needs an explanation of how ownership changes affect an existing S corporation election.

2. ISSUES PRESENTED

Does a change in shareholders automatically terminate an S corporation election?
Which ownership changes terminate an S election because the corporation ceases to qualify as a small

How to write a tax research memo with Canvas

From question to a memo you can put in the client file, without copying research into Word.

STEP 1
Research the question
Ask in plain language. Use Deep Research for issues that span several authorities, and attach client files from the Vault.
STEP 2
Check the reasoning
Open View Steps to see which sources Bizora used and how they lead to the conclusion.
STEP 3
Create the memo
Select Create Memo or Create Client Email. Canvas drafts it with the citations from your research.
STEP 4
Refine and save
Edit directly, ask for follow-up updates or use Suggestions mode, then save the final draft to the Vault.

The tax memo format Canvas drafts

A structured research memo that follows how practitioners write to the file, with every conclusion tied to the authority behind it.

Facts

The client facts the analysis relies on, stated up front so a reviewer can check them.

Issues presented

Each tax question framed precisely, one issue at a time.

Short answers

A direct answer to each issue, with a confidence level.

Authorities

The primary, regulatory and judicial sources relied on: IRC sections, Treasury Regulations, rulings and cases.

Analysis

For each issue, the law, its application to the facts, and the conclusion.

Recommended actions

The next steps for the client or the engagement team.

Memos, client emails and your firm's format

FormatUse it forWhat you get

Formal tax memoMemos to file, technical positions and partner reviewA structured memo with issues, short answers, authorities and analysis

Client emailExplaining a position or recommendation to a clientA plain-language email built from the same research, ready for your review

One-page summaryPartners, deal teams and quick sign-offThe short version, with the key authorities

Your firm's templateFirms with a house memo styleA draft that follows the structure you specify

Built for tax workflows

Shape the draft for the person reading it

Canvas has drafting controls made for tax work. Change the length, the audience and the citations, or add the calculation, forms and checklist a file needs.

Adjust length

Cut a draft down or build it out in one step.

Shortest −50%
Shorter −25%
Longer +25%
Longest +50%

Audience mode

Write the same analysis for a client, a CPA or the file.

Client Friendly
CPA Technical
Internal Memo

Citation mode

Choose how much authority shows in the draft.

None
IRC Only
IRC + Regs
Full Citations

Add calculation

Add the numbers behind the conclusion to the draft.

Add forms & compliance

Bring the forms and filing requirements into the draft.

Add checklist

Add a checklist the client or the team can work through.

Built for memos that get reviewed

Citations travel with the draft

Generic AI writers produce confident prose with no sources. Canvas drafts from research that already cites primary authority.

A trail you can document

View Steps records how each conclusion was reached, supporting internal review and Circular 230 documentation.

One workspace, start to finish

Research, client documents and the memo live in one place, so nothing gets lost between tools.

Drafting memos in Claude?

The free Research to Memo skill turns a Claude research thread into a client-ready memo, citations included, when Claude is connected to Bizora.

Get the free Skills Connect Bizora to Claude

Essential2 memo or email drafts a day
ProUnlimited memo and email drafts
PinnacleUnlimited, with team training and onboarding
Every plan7-day free trial, no credit card. See pricing

AI tax memo writing FAQs

More on drafting: read the best AI tools for drafting tax memos, or visit the Help Center.

What is Bizora Canvas?

Canvas is Bizora's AI tax memo writer. After you research a question in Bizora, Canvas drafts a tax research memo or client email in the same workspace, with the citations from your research carried into the draft so every conclusion stays tied to its source.

How do I write a tax research memo with AI?

Ask your tax question in Bizora, review the cited answer and the reasoning in View Steps, then select Create Memo. Canvas drafts a structured memo from the research. Edit it directly, ask for follow-up changes, and save the final version to the Vault.

What format does a Canvas tax memo use?

By default Canvas drafts a formal memo with a header, facts, issues presented, short answers, the authorities relied on, an analysis of each issue, and recommended actions. You can also ask for a plain-language client letter, a one-page summary, or your firm's own structure.

Does Canvas include citations in the memo?

Yes. Canvas carries the citations from your research into the draft, including IRC sections, Treasury Regulations, IRS rulings and case law, so a reviewer can trace each conclusion to its primary source.

Can Canvas draft client emails?

Yes. Select Create Client Email to turn the same research into a plain-language email for your client, ready for your review before you send it.

Can I use my firm's memo template?

Yes. Tell Canvas the structure you want, such as your firm's memo template or a custom format, and the draft follows it.

Can I edit a memo after Canvas drafts it?

Yes. Edit the draft directly, ask Canvas for follow-up updates, or use Suggestions mode. When the memo is final, save it to the Vault with the rest of the client file.

Is Canvas included in my Bizora plan?

Yes. The Essential plan includes two memo or email drafts a day. The Pro and Pinnacle plans include unlimited memo and email drafts. Every plan starts with a 7-day free trial, no credit card required.

Can I use Canvas-style memo drafting inside Claude?

Yes. The free Research to Memo skill for Claude turns a research thread into a client-ready memo, with citations included, when Claude is connected to Bizora.

Does Canvas replace professional review?

No. Canvas produces a first draft grounded in cited research. A qualified professional should review every memo before it is relied on or sent to a client.

Write your next tax memo in Canvas.

Research, cite and draft in one place. 7-day free trial, no credit card required.