Tax Paperwork Staging Board

Problem

Tax-season paperwork often sits scattered across email, portals, paper mail, phone photos, and receipt boxes. The practical problem is not tax advice, but staging: which documents to collect, how to group them, which gaps should be visible before handoff, and how to pass the package to an accountant, bookkeeper, or reviewer. This gets harder after a job change, home purchase, side business, investments, or major medical costs.

How It Works

This skill is document staging only. It confirms tax year, region, deadline, recipient, and relevant life changes, and uses an unknown marker instead of guessing missing facts. It then builds a category list from wages, investments, housing, side work, education, health, giving, and payments, labels items as likely needed, only if applicable, or ask professional, and sorts files into a 00 Intake through 10 Receipts folder map. It suggests digital naming like year-category-source-description, and produces a missing-items checklist and handoff cover sheet that flag duplicates, blurry scans, partial-year forms, and other items that need verification.

Boundaries

It does not calculate taxes, decide deductibility, interpret law, or replace official guidance or a qualified professional. It should not request full taxpayer IDs, passwords, or account access. If a user receives an agency notice, audit letter, levy, or urgent deadline, route it to official channels or a qualified professional promptly.