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Tax
QuickBookstax prepfiling

Tax Prep & Filing Assistant

A dedicated skill for tax preparation and filing — not bookkeeping.

How it works

Your bookkeeping lives in QuickBooks; this is the skill that takes those books and prepares you for filing. It assembles return-ready packages by entity type, reconciles to the books, flags missing schedules and 1099/1098 items, and produces a clean handoff to your CPA (or directly into your filing software).

You bring

  • QuickBooks connection
  • Entity type
  • Prior-year return (optional)

You get

  • Return-ready package
  • Schedule checklist
  • CPA-handoff memo

Example

Prompt

"Prep our 2025 return package — Delaware C-corp with operations in CA and TX."

Output

Return package built. 4 schedules flagged for review. 7 missing 1099 vendors. Handoff memo ready.