Before I see my accountant, what should I have ready?
A checklist of what to gather and the questions most worth your accountant’s time this year.
- When to use
- A few weeks before tax time, while there’s still room to find a missing document.
- Time
- 10 min
- In the pack
- Before the appointment
Read this first
Preparation for a qualified accountant or tax adviser, not tax advice. Rules change every year and differ by country.
The prompt
I’m meeting my accountant about my taxes for in . Don’t tell me what to claim or how to file. Help me prepare so the meeting is short and useful. Ask me up to six questions, one at a time, about what changed in my life and income this year: work, home, family, side income, big purchases or sales. Then give me two lists: the documents and figures to gather, and up to eight questions for my accountant, most important first. Tax rules change and differ by country, so say which year’s rules you’re assuming, flag anything you’re unsure about, and phrase uncertain points as questions for the accountant, not as facts.
2 blanks / 0 filled
Write on any underline. A blank you leave empty stays in [brackets] when you copy. What you type is kept on this device and nowhere else.
Open in
- Open in ChatGPT. You press send Copies, then opens Last used
- Open in Gemini. You press send Copies, then opens Last used
- Open in Claude. You press send Copies, then opens Last used
- Open in Grok. You press send Copies, then opens Last used
- Open in Copilot. You press send Copies, then opens Last used
- Open in Perplexity. Runs right away Copies, then opens Last used
More assistants
- Open in Meta AI. You press send Copies, then opens Last used
- Open in Le Chat. Runs right away Copies, then opens Last used
- Open in DeepSeek. You press send Copies, then opens Last used
- Open in Duck.ai. You press send Copies, then opens Last used
- Open in Google AI Mode. Runs right away Copies, then opens Last used
DreamPrompter is independent of every assistant listed here. Your prompt goes from this page to the one you pick, and nowhere else.
Tell us it worked.
Ran it and got something you could use? One tap, no account. It is how the next reader knows what to try.
On which AI?/Optional
- By assistant
- ChatGPT
- Gemini
- Claude
- Grok
- Copilot
- Perplexity
- Meta AI
- Le Chat
- DeepSeek
- Duck.ai
- Google AI Mode
Pass it on.
Make a result card.
Got an answer worth keeping? Paste a line or two and it becomes an image you can post.
Up to 280 characters. Leave out anything private.
0/280
Drawn in your browser. Nothing is uploaded.
More like this.
Close to this one, by scene and by moment.
-
Money 5 min Which of my subscriptions would I sign up for again today?
A keep, pause or cancel verdict on every subscription, with the yearly total you never see.
-
Money 5 min My bill keeps creeping up. What do I say when I call?
A short, polite script for calling a provider, including what to say when they say no.
-
Money 10 min Which of my old things are worth the hassle of selling?
Your clutter sorted into sell, bundle or give away, and the order to list things in.