Prep Taxes

Tax document checklist — helps you gather W-2s, 1099s, receipts, and track what's collected vs missing

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Last updated: April 10, 2026

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Quick Start

Install Command

curl -o ~/.openclaw/workflows/prep-taxes.md https://raw.githubusercontent.com/nikilster/clawflows/main/workflows/available/community/prep-taxes/WORKFLOW.md

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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

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
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.
Check what's arrived — Mark each document as received, pending, or not applicable based on what you find.
Identify gaps — Flag any documents that should have arrived by now but haven't. Most W-2s and 1099s are due by January 31.
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.

Prep Taxes

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Prep Your Taxes

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