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
AdvancedTransfer pricing local file outline with functional analysis
Drafts a local file outline including functional analysis, intercompany transactions, and economic analysis placeholders. Useful for TP teams assembling documentation efficiently.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
26
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
43
Tax
IntermediateTax research memo template (issue, facts, analysis, conclusion)
Produces a structured tax research memo with clear issue framing, facts, analysis, and conclusion placeholders. Useful for staff and seniors standardizing technical writing quality.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
32