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
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
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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