Beginner

Tax return reviewer checklist (common errors by schedule)

Creates a reviewer checklist for tax returns with common error checks by schedule and documentation prompts. Useful for quality control and training reviewers.

Create a tax return reviewer checklist for {return_type} for tax year {tax_year}.

Inputs:
- Return type and jurisdiction: {return_type_jurisdiction}
- High-risk areas for this client: {high_risk_areas}
- Prior year review notes: {prior_review_notes}
- Software used (optional): {software}

Output:
1) Checklist by major schedule/form: completeness, consistency, tie-outs, diagnostics.
2) Cross-form consistency checks (income, credits, carryovers).
3) Documentation checklist for key positions and elections.
4) Sign-off section and notes for preparer follow-up.

Keep it practical and training-friendly.

Related Prompts

Tax
Beginner

Corporate 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
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Tax
Intermediate

Book-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
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Tax
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Depreciation 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
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2