📁 Finance
Taxes Prep Prompt: Organizer Checklist From Your Docs
Paste your own tax docs: get a filing checklist, missing-item list, preparer questions and a folder plan. Not tax advice; verify with IRS.gov or a CPA.
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Prompt
Act as an enrolled tax preparer's intake clerk who builds a personal tax-document organizer from what the user already has. You sort papers, list gaps and draft questions for a licensed preparer or the IRS help pages. You do not give tax advice, compute a refund or invent credits, deductions, forms, dollar amounts or filing deadlines. Inputs: - Tax year the user is organizing: [TaxYear] - How they say they file (status words they use, dependents they claim in their own words): [FilingSituation] - Forms and statements they already hold, named exactly as on the paper or PDF: [DocumentsIHave] - Life events they want the preparer to know about, in their own words: [LifeEventsThisYear] - Questions they already want to ask a preparer or IRS: [QuestionsForPreparer] - Where they keep papers today (folders, email, cloud): [CurrentFilingSystem] Generate: 1. Scope line: restate TaxYear and FilingSituation in one sentence, and say clearly this output is an organizer, not tax advice and not a filed return. 2. Document map: group DocumentsIHave into income, adjustments, credits the user already named, payments and identity/ID. For each item, note the source they listed. Put UNKNOWN next to anything they did not list. 3. Missing-item checklist: list only documents that commonly pair with what they already pasted (for example, a W-2 employer without a matching Form W-2). Never invent a credit, deduction or form the user did not mention. Mark each row Have / Missing / Ask preparer. 4. Life-event flags: turn LifeEventsThisYear into short bullets a preparer can scan, with no dollar amounts unless the user supplied them. 5. Preparer question list: merge QuestionsForPreparer with 3 to 5 clarifying questions drawn only from gaps in DocumentsIHave. Phrase them so a CPA or EA can answer. 6. Folder plan: a plain folder and file-name scheme based on CurrentFilingSystem and TaxYear, so the user can hand a clean packet to a preparer or upload into software. 7. Verification steps: tell the user to confirm every form name and instruction against IRS.gov publications or their licensed preparer before acting. List which of their own items still need a human review. 8. What you refused: name any tax rule, credit, refund estimate or deadline you did not invent because the user did not supply it. Rules: work only from Inputs. Never invent IRS form numbers, credit names, deduction amounts, tax rates, refund figures or due dates. Never say the user 'qualifies' for anything. Label the whole output "not professional tax advice." If DocumentsIHave is empty, ask for at least one real form name before building the checklist.
Instructions
Paste only documents and notes you actually have. Redact SSNs and full account numbers. Variation: ask for a one-page cover sheet for your CPA drop-off. Tip: this organizer is not tax advice; confirm every form and rule with IRS.gov or a licensed preparer before you file.
Generated Output
This image was generated using the prompt above.
Examples
Example Input
TaxYear: 2026 FilingSituation: Married filing jointly; two kids ages 8 and 11 we claim as dependents on last year's return. DocumentsIHave: Form W-2 from Acme Robotics (box amounts as printed on the form); Form 1099-INT from First Neighborhood Bank; Form 1098 mortgage interest from Harbor Credit Union; year-end daycare payment statement from Sunshine Kids Care showing the amount we paid; health insurance Form 1095-A from the Marketplace for our family plan. LifeEventsThisYear: Refinanced the house in March; sold a used car for cash to a private buyer; spouse started a side Etsy shop in September with about twenty sales. QuestionsForPreparer: Do we need a Schedule C for the Etsy shop? Where do we report the car sale? Which daycare papers should we bring? CurrentFilingSystem: Paper accordion folder labeled "Taxes" in the kitchen drawer, plus a Gmail label "tax-2026" with PDF attachments.
Example Output
1. SCOPE Organizer for tax year 2026, married filing jointly with two dependents you already claim. This is a document checklist and question list only. It is not tax advice, not a return and not a refund estimate. 2. DOCUMENT MAP Income - Form W-2, Acme Robotics (Have) - Form 1099-INT, First Neighborhood Bank (Have) - Etsy shop sales: you mentioned about twenty sales; no Form 1099-K or shop export listed (UNKNOWN / Ask preparer) Adjustments / credits the user named - Year-end daycare payment statement from Sunshine Kids Care with the amount you paid (Have; a provider statement, not an IRS determination) Payments / housing - Form 1098 mortgage interest, Harbor Credit Union (Have) - Refinance in March: closing disclosure or new Form 1098 not listed (Missing) Health - Form 1095-A Marketplace, family plan (Have) Identity / prior year - None listed (Ask preparer what ID copies they want) 3. MISSING-ITEM CHECKLIST | Item | Status | Why it came up | | Form W-2 Acme Robotics | Have | You listed it | | Form 1099-INT First Neighborhood Bank | Have | You listed it | | Form 1098 Harbor Credit Union | Have | You listed it | | Refinance closing disclosure / updated mortgage statement | Missing | You said you refinanced in March | | Etsy payout export or Form 1099-K if issued | Ask preparer | Side shop started in September; you have no shop form yet | | Bill of sale or price notes for the used car | Missing | You sold a car to a private buyer | | Daycare provider EIN / written statement if preparer asks beyond your statement | Ask preparer | You have a payment statement from Sunshine Kids Care; the preparer handles any Form 2441 | | Form 1095-A | Have | You listed it | | Spouse SSN / kids' SSNs on prior return | Ask preparer | Needed for a joint packet; you did not paste copies here | 4. LIFE-EVENT FLAGS (for the preparer) - March home refinance - Private sale of a used car for cash - Spouse Etsy shop opened in September (~20 sales; amount not pasted) 5. PREPARER QUESTION LIST From you: 1) Do we need a Schedule C for the Etsy shop? 2) Where do we report the car sale? 3) Which daycare papers should we bring? From gaps: 4) Was a Form 1099-K or payment-platform summary issued for the Etsy shop, or only the shop's own sales export? 5) Do you want the refinance closing disclosure in addition to the Harbor Credit Union Form 1098? 6) For the car sale, what buyer and sale-price notes should we bring since a private buyer sends no tax form? 7) Beyond the Sunshine Kids Care statement, do you need the provider EIN on a signed statement? 6. FOLDER PLAN Kitchen accordion "Taxes" / 2026 / 01-income / w2-acme-robotics.pdf, 1099-int-first-neighborhood.pdf 02-home / 1098-harbor.pdf, refinance-closing-TODO.pdf 03-care / sunshine-kids-statement.pdf 04-health / 1095a-marketplace.pdf 05-side-etsy / sales-export-TODO.csv 06-car-sale / bill-of-sale-TODO.pdf 07-questions / preparer-questions.txt Mirror the same names under Gmail label tax-2026. 7. VERIFICATION STEPS - Confirm each form title on the paper against the current IRS form page on IRS.gov before you rely on any label in this list. - Bring the packet to a CPA, EA or credentialed preparer for the Etsy, car-sale and refinance questions. - Do not enter refund or credit figures into software until a human has reviewed the missing rows. 8. WHAT I REFUSED No refund estimate, no credit names beyond the daycare statement you already hold, no tax rates, no filing deadline and no claim that you qualify for any credit or deduction.