Build the folder index for the person who prepares the taxes
This prompt helps you with this: It leaves the index of what is there and what is missing, so you can hand over the folder.
Works with any AI
Note: it does not replace a professional. It does not move your money or replace the person who keeps the books.
The prompt (copy it and paste it into your assistant)
Help me build the index for handing over the tax folder. I gather the papers and you write the note for the person who prepares the taxes. Two columns: what is already in the folder and what the list asks for that is not there. Do not say how to file it or whether something is deductible. This does not replace a preparer. Requested list and what you already filed: [paste both here]
What it's for
It leaves the index of what is there and what is missing, so you can hand over the folder.
What you get A handoff note: present, missing, and no tax opinion.
How to use it
- Copy the prompt.
- Paste your details into the brackets.
- Review the result before you use it.
Example result
They ask for the statement, purchases, and payroll. The folder only has the statement.
There - Statement. Missing - Purchases. - Payroll. I am not saying how to file them. This stays with you so you can correct it before anyone else sees it. I did not send it.
A tip If the paper is not in the folder, it goes under "missing", even if you think you have it.
Questions
- What is this prompt for?
- It leaves the index of what is there and what is missing, so you can hand over the folder.
- What result do I get?
- A handoff note: present, missing, and no tax opinion.
- What details do I paste?
- The list the preparer asked for. What is already in the folder. No opinions