enterprise-profile

name	enterprise-profile
description	This skill should be used when the user wants to "build enterprise profile", "create company profile for tax matching", "analyze enterprise tax profile", "match enterprise against tax policies", "find applicable tax benefits", "check enterprise eligibility for tax incentives", or "generate enterprise compliance profile".
when_to_use	Activate when the user needs to build or update an enterprise profile for tax policy matching. This skill collects enterprise characteristics (industry, region, scale, tax types, revenue, employees) and cross-references them against tax policies to identify applicable benefits, compliance obligations, and risks. NOT for one-off tax calculations — use the tax specialist directly for that.
metadata	{"author":"internal-tax-policy-team","version":"1.0","domain":"public"}
compatibility	Requires: TenantSettings (industry, region, scale, tax_types) API: GET /api/v1/tenant-settings/me (current tenant profile) API: POST /api/v1/policy/match (enterprise-policy matching) Service: PolicyRetrievalService.match_enterprise_policies()
allowed-tools	Bash Read Write search_web get_current_time_and_context

Enterprise Tax Profile & Policy Matching Skill

Overview

Builds a structured enterprise profile from available enterprise data and cross-references it against tax policies to identify:

• Applicable tax benefits and incentives
• Compliance obligations and deadlines
• Risk areas needing attention
• Recommendations for tax optimization

The Enterprise Profile Dimensions

The profile captures 6 key dimensions used for policy matching:

Dimension	Examples	Source
Industry (行业)	制造业, 信息技术, 金融, 医疗, 教育	TenantSettings.industry
Region (地区)	北京, 上海, 广东深圳, 海南	TenantSettings.region
Scale (规模)	大型, 中型, 小型, 微型	TenantSettings.scale
Tax Types (税种)	增值税, 企业所得税, 个人所得税	TenantSettings.tax_types
Business Scope (经营范围)	软件开发, 咨询服务, 贸易	TenantSettings / user input
Special Status (特殊资质)	高新技术企业, 小微企业, 软件企业, 集成电路	User input or knowledge base

Workflow

Step 1: Gather Enterprise Data

Collect the enterprise profile from available sources:

Source A — Tenant Settings (recommended): Check the tenant's existing settings for industry, region, scale, and tax types.

curl -X GET http://localhost:8000/api/v1/tenant-settings/me \
  -H "Authorization: Bearer {token}"

Source B — User input: Ask the user for any missing information:

• What industry does the enterprise operate in?
• What region/location?
• What is the enterprise scale (employee count, revenue)?
• Does it have any special qualifications (高新技术企业, 软件企业, etc.)?
• What are the main business activities?

Step 2: Build Structured Profile

Combine all data into a structured enterprise profile:

{
  "enterprise_id": "tenant_001",
  "name": "某某科技有限公司",
  "industry": "信息技术",
  "region": "广东深圳",
  "scale": "中型",
  "tax_types": ["增值税", "企业所得税"],
  "keywords": ["软件开发", "高新技术", "研发投入"],
  "business_scope": "计算机软件技术开发、技术咨询、技术服务",
  "special_qualifications": ["高新技术企业"],
  "estimated_revenue": "5000万-1亿元",
  "employee_count": "200-500人"
}

Step 3: Match Against Tax Policies

Use the profile to find matching tax policies:

Method A — Policy matching API:

curl -X POST http://localhost:8000/api/v1/policy/match \
  -H "Content-Type: application/json" \
  -d '{
    "enterprise_profile": {
      "industry": "信息技术",
      "region": "广东深圳",
      "scale": "中型",
      "tax_types": ["增值税", "企业所得税"]
    }
  }'

Method B — Keyword search in policy database: Search for policies matching the enterprise's industry, region, and tax types.

python scripts/match_policies.py --params <params.json>

Step 4: Analyze Results

For each matched policy, determine:

1. Eligibility: Does the enterprise clearly qualify?
2. Requirements: What conditions must be met?
3. Benefits: What tax reduction or exemption is available?
4. Deadlines: When must action be taken?
5. Risk: What happens if requirements aren't met?

Step 5: Present Compliance Profile

Format the results as a structured compliance profile:

## Enterprise Tax Compliance Profile

**Company**: [Name] | **Industry**: [Industry] | **Region**: [Region]
**Generated**: [Date]

### Applicable Tax Benefits
| Policy | Benefit | Eligibility | Deadline | Status |
|--------|---------|-------------|----------|--------|
| 高新技术企业所得税优惠 | 15%税率(减10%) | ✅ 符合 | 每年汇算清缴 | 待申请 |
| 研发费用加计扣除 | 100%加计扣除 | ✅ 有研发投入 | 每年汇算清缴 | 需备查 |
| 小微企业减免 | 应纳税所得额减免 | ❌ 规模超标 | — | 不适用 |

### Compliance Obligations
- [Obligation] — [Frequency] — [Deadline] — [Status]

### Risk Alerts
- [Risk description] — [Severity] — [Recommended action]

### Recommended Actions
1. [Action] — [Priority] — [Expected benefit]

Error Handling

• No tenant settings found: Ask the user to provide enterprise details directly
• Policy API unavailable: Use web search (search_web) to find applicable policies
• Ambiguous match: When eligibility is unclear, note the uncertainty and recommend consulting a tax professional
• Incomplete profile: Flag missing dimensions that would affect match accuracy

References

• references/policy_dimensions.md: How enterprise dimensions map to policy matching criteria

Gotchas

• Enterprise profile data comes from TenantSettings — if settings are incomplete, ask the user
• Policy matching is only as good as the profile data; more dimensions = better matches
• Special qualifications (高新技术企业, 软件企业) require valid certification — don't assume eligibility
• Regional policies (海南自贸港, 粤港澳大湾区) have strict location requirements
• Enterprise scale thresholds change periodically — check the latest regulations
• The profile should be refreshed periodically as the enterprise's situation changes
• Matched policies are informational; always verify with a tax professional before acting
• The references/policy_dimensions.md document provides the dimension-to-policy mapping reference