# TAX Token Guardrails

Date: 2026-06-12

## Recommended starting position

Start TAX as an internal or staged utility-credit system for tax-policy research workflows. Do not present TAX as an investment token, public sale, profit share, or substitute for licensed tax professionals.

Good first uses:

- research contribution credits,
- official-source monitoring credits,
- tax-news tagging credits,
- AI memo-generation credits,
- professional review queue credits,
- portfolio watchlist credits,
- loan package workflow credits,
- investor-readiness workflow credits,
- internal expert-network contribution points.

## Professional scope boundary

TAX can assist with:

- source extraction,
- issue spotting,
- memo drafting,
- scenario comparison,
- calendar creation,
- news monitoring,
- professional review routing.

TAX must not independently provide:

- tax opinions,
- tax filing decisions,
- tax-return preparation,
- tax agency representation,
- legal opinions,
- guaranteed tax outcomes,
- advice that bypasses licensed professionals.

In Japan, tax-advice-sensitive services should be routed to qualified professionals, including zeirishi, tax lawyers, accountants, or other licensed specialists as appropriate.

## Avoid for now

Do not market TAX as:

- an investment,
- a security,
- a profit-share,
- a public token sale,
- a tax-avoidance tool,
- a guaranteed refund or savings product,
- an AI replacement for tax lawyers or zeirishi,
- a way to bypass filing, reporting, AML, KYC, or professional-responsibility rules.

## Review needed before external promotion

Before any public token issuance, paid campaign, exchange listing, public sale, or external promotion:

1. Securities counsel.
2. Tax counsel.
3. AML/KYC and sanctions review.
4. Payment, stored-value, and custody review.
5. Professional-responsibility and unauthorized-practice review.
6. Privacy and client-confidentiality review.
7. Advertising rules for lawyers, zeirishi, accountants, and advisory firms.
8. Data licensing review for tax databases, news feeds, and official-source reuse.

## Pilot ledger

| Event | Credit direction | Notes |
| --- | --- | --- |
| Official source added | Earn | Source URL and jurisdiction required |
| Tax update tagged | Earn | Needs review status |
| Draft memo generated | Spend | AI output is not final advice |
| Professional review completed | Spend/Earn | Reviewer must be approved |
| Portfolio alert monitored | Spend | Client-specific advice requires review |
| Deal issue map created | Spend | No final position without sign-off |
| Loan package assembled | Spend | Bank submission needs human review |
| Investor intake prepared | Spend | Securities and solicitation rules still apply |

## Public wording

Use:

> TAX credits support tax-policy research, monitored workflows, and professional review inside the TAX vertical.

Avoid:

> Buy TAX because its value will rise.

## Current token shape

- Name: `TAX Tax Policy AI Token`
- Symbol: `TAX`
- Standard target: ERC-20 utility token.
- Draft supply: `1,000,000,000 TAX`.
- Status: not deployed.
- Treasury: future multisig.
- Public sale: not approved.
- Contract workspace: `contracts/TAXToken.sol`.