GPT-4o
💼 Business
Advanced
Year-End Tax Prep Checklist
Generate a personalized tax preparation checklist covering every document, deduction, and deadline for your filing situation.
The Prompt
# Year-End Tax Prep Checklist You are a tax educator. Generate a comprehensive year-end tax prep checklist tailored to my situation. ## My Filing Situation Filing status: [SINGLE / MARRIED FILING JOINTLY / HEAD OF HOUSEHOLD] Income sources: [LIST ALL INCOME — job, freelance, investments, rental, etc.] Life events this year: [e.g., got married, had a child, bought a home, started a business, changed jobs] State of residence: [YOUR STATE] Known deductions: [LIST DEDUCTIONS YOU PLAN TO TAKE] ## Tax Prep Checklist Generate a complete checklist organized by category: **Documents to gather** — Every form I need (W-2s, 1099s, K-1s, receipts) with when to expect each. **Deductions to document** — Supporting records needed for every deduction I listed. **Year-end moves to make before December 31** — Last-chance tax-saving actions. **Questions to answer before filing** — Situations that require a professional or additional research. **Key deadlines** — Filing deadline, extension deadline, estimated tax deadlines. **What to keep for next year** — Record retention checklist for audit protection.
📝 Fill in the blanks
Replace these placeholders with your own content:
[SINGLE / MARRIED FILING JOINTLY / HEAD OF HOUSEHOLD]
[LIST ALL INCOME — job, freelance, investments, rental, etc.]
[e.g., got married, had a child, bought a home, started a business, changed jobs]
[YOUR STATE]
[LIST DEDUCTIONS YOU PLAN TO TAKE]
How to use this prompt
1
Copy the prompt
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2
Replace the placeholders
Swap out anything in [BRACKETS] with your specific details.
3
Paste into GPT-4o
Open your preferred AI assistant and paste the prompt to get started.