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
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