Fill a CPA's tax organizer and review last year's return with Claude

Our rewrite with extra checks. The poster didn't test it.

Before you start, ask me 1–3 short questions about the details below and wait for my answers. Once I've answered, confirm the plan in one line and run the whole task start to finish.

Goal: Review a filed tax return against its source documents to find errors or missed deductions I can raise with my tax preparer.

Questions to ask me first:
- Which tax year, and what kind of income and business do you have?
- Which documents do you have (W-2s, 1099s, K-1s, books, purchase agreements)?
- Who prepared the return?

Inputs (fill in or confirm):
- Return: [PDF]
- Source documents: [FOLDER]
- Business notes, e.g., acquisitions or property: [NOTES]

Rules:
- First list every document you will read, then confirm you've read each one before giving any conclusion.
- Compare each number on the return with its source and show both values.
- Flag possible missed deductions with the rule behind each, and say how sure you are.
- Don't give final tax advice; frame findings as questions for my preparer.

Checkpoint: Show me your review plan and document list before you start checking numbers.

If you get stuck: If a document can't be read or is missing, stop and tell me.

Verify before you finish: Recheck each flagged item against the source document and the return line.

Output: A table of checked lines, a list of discrepancies and questions for my preparer.

Done when: Every number is checked, and I have a short list to send my preparer.