Loop/Prompt Library / Learn: Taxes
💬 AI prompt: The organizer and the document checklist
Your tax person needs a pile of papers from you, and a simple list helps you see what's still missing.
Copy this prompt
Here is my tax preparer's document checklist: [paste checklist, no account numbers or SSNs]. Turn it into a table with columns: Item, Who provides it, Usually arrives by, Status (Have / Waiting / Not sure if it applies). Ask me one question at a time about any item marked 'Not sure'. Do not give me personal tax, legal or investment advice and do not tell me what to do. Stop when every row has a status.
How to use it
- Open Grok Bot, ChatGPT, Gemini or Claude — any of them works.
- Paste the prompt and fill in every [bracket]. Black out names, account numbers and member IDs first.
- Read the answer and double-check anything important before you act on it.
Not medical, legal or financial advice. The AI drafts; you decide and you press send.
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