EspañolVer en español
All templates

This month's tax papers

What it's for On the 5th it reminds you which tax papers are missing, without filing anything.

Example reply

Already filed in the folder: purchase bills. Still missing: last week's sales bills. Still missing: the bank slip.

The prompt (copy it and paste it into your assistant)

On the 5th of each month, at 9:00, remind me to gather the tax papers. Do not file anything or calculate a tax. Here is what I already have: [paste the papers]

The task repeats and gets forgotten if it is not scheduled.

How to use it

  1. Press Copy, or the button for the app you use.
  2. Paste the text into the chat.
  3. Write what you need, with your own details. For example:I already saved the purchase invoices. I am missing last week's sales invoices and the bank receipt.

Note: it does not move your money or replace the person who keeps the books.

You write

I already saved the purchase invoices. I am missing last week's sales invoices and the bank receipt.

You get back

Already filed in the folder: purchase bills. Still missing: last week's sales bills. Still missing: the bank slip. I did not submit anything and I did not work out a tax figure.

In three steps

  1. Use only what is written in the note or already connected.
  2. If a fact is missing, leave it blank and say so.
  3. Do not send, pay, or change anything on your own.

A tip If the assistant cannot schedule, keep the text and turn it on yourself.

Read the full recipe