Tax Prep Checklist and Tax Notice Prompts | WiseYears Apps

Builds ready-to-use AI prompts for tax record checklists, client tax questions, and plain-language explanations of tax notices, all drafted for a professional to review.

What it covers:

- Tax records and year-end prep checklists

- W-9 collection and 1099 prep, sales tax filing prep

- Estimated tax payment reminders

- Explain a notice in plain language and outline a response

- Client tax organizer and pre-return questions

How it works: open the file in your browser, enter your unlock code once, pick a task, fill in your details, and copy the prompt into any AI chat tool. Works offline. Your entries stay on your device.

Privacy tip built in: Never paste Social Security numbers, EINs, full names, addresses, or account numbers into an AI tool. Use labels like Client A and Tax Year 2025.

What you get: one ZIP with the HTML app file and a how-to guide PDF. Your unlock code comes with your purchase.

Want all seven? Get the Bookkeeping Prompt Builders Bundle.

Please note: Always check AI answers with a qualified professional. This is not tax, legal, or accounting advice. Digital download.

Watch the walkthrough video: https://youtu.be/nxnKOgTkCL4