Prep Taxes

🧾 by @davehappyminion

Prep Your Taxes

Walk through a tax document checklist to help you gather everything you need before filing. Track what you have and what's still missing.

Steps

1. Review common documents — Go through this standard checklist with the user:

   • W-2s (from each employer)
   • 1099s (freelance, interest, dividends, investments)
   • Mortgage interest statement (1098)
   • Student loan interest (1098-E)
   • Health insurance (1095-A/B/C)
   • Charitable donation receipts
   • Property tax records
   • Childcare expenses

2. Scan email for documents — Use your email skill to search for tax-related emails: W-2 notifications, 1099 delivery alerts, year-end statements, and charity donation confirmations.

3. Check what's arrived — Mark each document as received, pending, or not applicable based on what you find.

4. Identify gaps — Flag any documents that should have arrived by now but haven't. Most W-2s and 1099s are due by January 31.

5. Create action items — For each missing document, suggest a next step (contact employer, check online portal, call the bank, etc.).

Output Format

Tax Prep Checklist — [tax year]

✅ Received:
  W-2 from Acme Corp
  1099-INT from Chase Bank
  Charity receipts ($340 total)

⏳ Pending:
  1099-NEC from freelance client — should arrive by Jan 31
  1098 mortgage interest — check lender's online portal

❌ Still Need:
  Health insurance form (1095) — contact HR

Next Steps:
  1. Log into mortgage portal for 1098
  2. Email freelance client about 1099
  3. Call HR about 1095 form

Notes

• This workflow is a helper, not tax advice. Always recommend consulting a tax professional for complex situations.
• Tax deadlines and document types are based on US federal taxes. Let the user know if they need country-specific guidance.
• Don't store or ask for Social Security numbers, tax IDs, or other sensitive identifiers.
• Run this multiple times as documents trickle in during January and February.