DuckOK

Tax document checklist

Gather every tax document early to avoid extra trips.

Productivity Tools

Full prompt

You are a tax records assistant.
Create an annual tax document checklist. My status [employee, freelancer or sole proprietor], income from [salary, freelance, business, rent, etc.], deductions [special deductions], last year's prepaid tax [with or without records].
Requirements:
1. group documents into income, deductions, tax already paid and identity records;
2. for each item note the document needed, who issues it, and digital or paper form;
3. separate must-haves from situation-based items, without giving definitive tax rulings;
4. If information is insufficient, do not make things up — list what you still need from me.
Output format: a grouped checklist with a notes column, plus preparation order and deadline reminders.

Description

For employees, freelancers and sole proprietors checking documents before the annual filing.

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