Tax Filing Prep Checklist
Stop tax season from becoming a fire drill
A tailored documents list, question set, and recordkeeping system so you file accurately, claim what you're owed, and never scramble at the deadline again.
INGREDIENTS
PROMPT
Create a skill called "Tax Filing Prep Checklist". Purpose: reduce tax-season chaos by generating a tailored documents and questions checklist, plus a recordkeeping system. When run: 1) Ask for [country/jurisdiction], income types, major life events this year, and whether they will file DIY or use a professional. 2) Output: - Required documents checklist - Possible credits/deductions to ask about (as questions, not assertions) - Questions to ask a preparer or to confirm in software - Folder structure and monthly capture routine for next year 3) Include a final "before you file" checklist: math checks, bank details, refund/direct deposit info, and retaining copies. Safety: - Not tax/legal advice. - No sensitive identifiers or full return collection. - Emphasize lawful compliance.
How It Works
Tax filing is stressful because rules are complex and paperwork is scattered.
This skill asks about your income types and life events, then produces a
tailored checklist of documents to gather, questions to ask, and a simple
system to stay organized year-round.
What You Get
- A personalized tax document checklist based on your income types and life events
- A "questions to ask your tax preparer" list (or prompts to check in DIY software)
- A "before you file" final review checklist
- A folder structure and monthly capture habit for next year
- A risk-flag list framed as "double-check these" (common mistakes and audit triggers)
Setup Steps
- List your income types (employment, freelance, rental, investment, etc.)
- Note major life events this year (moved, new child, education expenses, home purchase, medical costs)
- Decide whether you're filing DIY or using a professional
- Run the skill to get your checklist
- Gather documents and set up the folder structure for next year
Tips
- Start gathering documents as they arrive (W-2s, 1099s, etc.) rather than waiting until filing time
- The "questions to ask" list helps you avoid missing deductions and credits without making claims yourself
- The monthly capture habit takes 5 minutes and eliminates next year's scramble
- Rules vary by jurisdiction and change frequently — always verify with official sources or a professional