Send clients a tax season document checklist

Send individual or small business tax clients a tailored document checklist, a friendly kickoff email and reminders that get files in on time.

The prompt

Act as a tax practice manager. Create a tax season document request for my clients.

Client type (individuals, sole proprietors, S corps, rentals): [DETAILS]
How clients send documents (portal, secure upload, drop-off): [DETAILS]
My internal deadline for documents and filing extension policy: [DETAILS]
Engagement letter and fee notes: [DETAILS]

Give me: 1) a kickoff email, 2) a checklist tailored to the client type, grouped by income, deductions, business and other items, 3) two reminders (friendly and final), and 4) a short note asking clients to use the secure portal instead of email for sensitive files. Mark anything that depends on current tax law as [CONFIRM CURRENT RULES].

Replace every [BRACKETED] part with your own details before sending.

How to use it

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