AI guidance released for UK tax professionals by leading bodies
Professional tax bodies in the United Kingdom have issued guidance to their members on the use of artificial intelligence, urging responsible adoption, awareness of risks and adherence to ethical, regulatory and data-protection standards.
Several UK professional organisations for tax practitioners, including the Chartered Institute of Taxation (CIOT) and the Society of Trust and Estate Practitioners (STEP), have published new AI guidance for members.
The documents aim to help tax professionals understand how to adopt AI tools securely and responsibly while maintaining professional standards and compliance with legal and regulatory frameworks.
The guidance stresses that members should be aware of risks associated with AI, including data quality, bias, model limitations and the need for human oversight. It encourages firms to implement robust governance, clear policies on use, appropriate training and verification processes where outputs affect client advice or statutory obligations.
By highlighting best practices, the professional bodies seek to balance the benefits of generative AI, such as improved efficiency and research assistance, with ethical considerations and core professional responsibilities.
The guidance also points to data-protection obligations under UK law and the importance of maintaining client confidentiality when using third-party AI systems.
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