Use this when tax season is coming and your paperwork is scattered. It builds a checklist of documents, a filing structure, questions for your preparer and a timeline. It does not give tax advice.
Help me get organized for tax season in [COUNTRY]. My situation: [EMPLOYEE / SELF-EMPLOYED / RETIRED / MIX] Documents I already have: [LIST] Things that changed this year: [NEW JOB, MOVE, MARRIAGE, NEW CHILD, ETC.] Make me a checklist of documents to gather, a folder structure for filing them, a list of questions to ask my tax preparer and a timeline with reminders. Do not give tax advice and tell me to check official government sources for current rules and deadlines.
Tip: Official tax websites have the current rules. Check them before you file.
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