At the start of each month list the tax papers still missing
Needs an assistant with scheduled tasks (e.g. Grok Bot, ChatGPT Tasks)
What it's for It walks your tax list and says which paper is missing, without filing anything.
What you get The list of papers missing for this period.
Example result
Missing - Purchase invoices. - Payroll.
The prompt (copy it and paste it into your assistant)
On the first business day of each month, at 8:00, remind me which tax papers are missing. If you can leave it scheduled, create it and tell me how to test it. If you cannot, hand the text back. Compare the paper list I paste with what I already marked as filed. Return only what is missing. Do not say how to file them. This does not replace a preparer. List and what is filed: [paste the period list and what is already in the folder]
The preparer asks for the folder and the paper nobody listed is missing.
How to use it
- Copy the prompt.
- Paste your details into the brackets.
- Review the result before you use it.They ask for the statement, purchase invoices, and payroll. I already filed the statement.
Note: it does not replace a professional. It does not move your money or replace the person who keeps the books.
You write
They ask for the statement, purchase invoices, and payroll. I already filed the statement.
You get back
Missing - Purchase invoices. - Payroll. The statement is already filed. I am not telling you how to file them. This stays with you so you can correct it before anyone else sees it. I did not send it.
In three steps
- Compare the list with what you already filed.
- Return only what is missing.
- Do not explain how to file it.
A tip Only the papers that are missing. What is filed is not asked for again.