Beginner
Client Onboarding Email: Tax Documents Request
A professional, friendly email template for CPA firms to request initial tax documents from new individual clients.
Write a professional and welcoming email to a new tax client, {client_name}. Request the following documents for their {year} tax return: 1. Prior year return 2. All W-2s and 1099s 3. Mortgage interest statements (1098) 4. Closing disclosures for the sale of {property_address}. Mention our secure portal link {portal_link} and a deadline of {deadline_date}.Related Prompts
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
2
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
2
Tax
IntermediateDepreciation book vs tax (MACRS/IFRS) schedule tie-out
Compares book depreciation to tax depreciation, identifies differences, and prepares supporting schedules. Useful for both compliance and provision teams.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
2