Beginner

Individual organizer: missing docs checklist and interview questions

Creates a client-friendly tax organizer and an internal interview script to capture missing information. Useful for tax preparers onboarding new individual clients.

Build an individual tax organizer for {client_name} for tax year {tax_year}.

Inputs:
- Client profile (filing status, dependents): {client_profile}
- Income sources: {income_sources}
- Major life events: {life_events}
- Prior year return highlights (optional): {prior_year_highlights}

Output:
1) Client checklist of documents by category (wages, investments, self-employment, rental, deductions, credits).
2) Interview questions to uncover missing items (foreign accounts, crypto, estimated payments, health coverage).
3) Internal prep notes: common pitfalls and review points.

Write in clear language suitable to send to a client.

Related Prompts

Tax

Beginner

Estimated Tax Payment Schedule (Safe Harbor)

Calculates quarterly payments to avoid underpayment penalties using safe harbor rules.

Withholding tax (WHT) assessment for cross-border payments

Creates a WHT assessment checklist for cross-border payments, including treaty considerations and documentation needs. Useful for AP/treasury and tax to avoid surprises.

GPT-5.2 Thinking; GPT-4.1; o3-mini

209

Tax

Intermediate

Apportionment 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

157