Beginner
Client Onboarding Email: Tax Documents Request
A professional, friendly email template for CPA firms to request initial tax documents from new individual clients.
Write a professional and welcoming email to a new tax client, {client_name}. Request the following documents for their {year} tax return: 1. Prior year return 2. All W-2s and 1099s 3. Mortgage interest statements (1098) 4. Closing disclosures for the sale of {property_address}. Mention our secure portal link {portal_link} and a deadline of {deadline_date}.Related Prompts
Tax
IntermediateDepreciation book vs tax (MACRS/IFRS) schedule tie-out
Compares book depreciation to tax depreciation, identifies differences, and prepares supporting schedules. Useful for both compliance and provision teams.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
84
Tax
IntermediateQualified Business Income (QBI) Deduction Tool
Determines the Section 199A deduction for pass-through entities and SSTBs.
GPT-4oClaude 3.5 Sonnet
0
0
49
Tax
AdvancedBEPS Pillar Two readiness: data gap assessment and roadmap
Assesses Pillar Two readiness by identifying required data elements, gaps, owners, and timelines. Useful for multinational tax teams starting compliance planning.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
64