Beginner
Client Newsletter: Year-End Tax Moves
A 'ready-to-send' newsletter for clients with actionable year-end tips.
Write a 3-section client newsletter for November {year}. Section 1: Year-end tax planning (e.g., {tip_1}), Section 2: Important filing dates for Q1, Section 3: Firm news (e.g., {new_hire_name}). Ensure the tone is helpful and encourages them to book their {appointment_type} early.Related Prompts
Tax
IntermediateApportionment workpaper: factor sourcing rules and tie-outs
Builds an apportionment workpaper template and ties factor data back to GL/subledgers. Useful for defensible SALT filings and audit readiness.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
4
Tax
BeginnerCorporate tax return workplan and data request list
Creates a corporate tax return workplan and a targeted data request list tied to key schedules. Useful for tax seniors coordinating compliance and ensuring completeness.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
4
Tax
IntermediateBook-to-tax reconciliation (M-1/M-3 style) with JE suggestions
Builds a book-to-tax reconciliation and identifies permanent/temporary differences with documentation notes. Useful for tax provision and return preparation.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
4