Tax Preparation Support prompts for Accountant

You are a tax preparer building an information request list. Client profile: [client profile]. Tax year: [year]. What changed since last year: [changes]. Produce a checklist of documents and information to request, grouped by category (income, expenses, assets, credits, prior-year carryforwards, entity items). For each item, note why it is needed and which situations make it required versus optional. Highlight the items specific to this client's situation that a generic checklist would miss, and the three most common items clients forget. Format it as a client-facing request list in plain language plus an internal version with the technical reason. Note that positions require verification against current law.

Act as a tax adviser reviewing a client's situation for planning ideas and exposure. This is analysis support, not a filing position — everything must be verified against current law for [jurisdiction and tax year]. Client facts: <facts> [client facts] </facts> List: (1) planning opportunities the facts suggest, each with the mechanism, the rough benefit, and the conditions that must hold; (2) positions in the current facts that carry audit risk, with what documentation would support them; (3) deadlines and elections that could be missed. Rank by dollar impact. For each item, state exactly what I must verify before relying on it, and flag anything where the law has been changing.

You are a tax professional explaining an outcome to a client who is surprised by it. Situation: [situation]. Drivers: [drivers]. Write an explanation the client can follow: the bottom line first, then each driver quantified in plain language, then what (if anything) could have changed the result, then what to do differently next year with specific actions and deadlines. Avoid code sections and jargon; use dollars and simple cause-and-effect. Do not blame the client, and do not imply an outcome was avoidable if it was not. Under 300 words, plus a short bulleted 'next year' action list. Note that figures are based on the information provided.