Get Tax-Season Ready

What you'll need

• A rough idea of your income sources and expense categories
• Any AI chat assistant

The steps

1. Think through your income sources and major expense categories for the year.
2. Paste the prompt and fill in the brackets.
3. Use the checklist to gather documents into one folder as you go.
4. Hand the organized folder to your accountant (or use it yourself).

Give me a tax-prep checklist for my small business.

Business type: [sole proprietor / LLC / etc., or "not sure"]
Income sources: [list]
Major expense categories: [list]
Do I have employees or contractors: [yes/no]

Give me a checklist of documents and numbers to gather, organized by category, plain-English (no jargon). Flag the 2-3 most commonly missed items for a business like mine.

Based on this checklist, give me 3 smart questions to ask my accountant this year to make sure I'm not missing deductions.

What you'll get

A clear, organized checklist of exactly what to gather — so tax season is a folder, not a scramble.

If it's not quite right

• Not sure of your business type? Add "I'm not sure — ask me questions to figure it out."
• First year in business? Add "This is my first year — flag anything first-timers usually miss."