Task prompt · Money
Prepare for tax season
by Agent Yard TeamA checklist of documents and deadlines.
Use cases
- A checklist of documents and deadlines.
- Reuse it as often as you like: fill in the blanks (country; situation, e.g. employed plus freelance) with new details and copy again.
- With ChatGPT, Claude, Gemini and more, the AIs that support what this prompt needs.
Featured in: Best ChatGPT prompts for budgeting and money, Best ChatGPT prompts for personal finance.
How to use it
- Open chatgpt.com or claude.ai (or another AI listed here).
- Fill in the highlighted blanks ([COUNTRY], [SITUATION, E.G. EMPLOYED PLUS FREELANCE]) below, or edit them after pasting.
- Copy the prompt, paste it into the chat and send.
Fill in the blanks (optional)
Prompt
Make a tax-prep checklist for someone in [COUNTRY] who is [SITUATION, E.G. EMPLOYED PLUS FREELANCE]. List documents to gather, common deductions or credits to ask about, deadlines (tell me to verify them on the official tax authority site), and questions for an accountant.
One email a week
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