Build the folder index for the person who prepares the taxes
Works with any AI
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.
Example result
There - Statement. Missing
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]
The folder arrives without an index and looks complete when it is not.
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, purchases, and payroll. The folder only has 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, purchases, and payroll. The folder only has the statement.
You get back
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.
In three steps
- Compare the requested list with what is filed.
- Separate there and missing.
- Do not give a tax opinion.
A tip If the paper is not in the folder, it goes under "missing", even if you think you have it.