--- name: al-339-let-ai-agents-prepare-individual-tax-returns-while-you-re description: "Wolters Kluwer launched agentic tax preparation in CCH Axcess Tax on Oct 23, 2026. For individual Form 1040 returns, its Expert AI agents use prior-year information and current source documents to identify expected and missing documents, classify documents and extract tax data, map it into the return and calculate it, surface diagnostics and exceptions, link calculated amounts to supporting evidence, and record decisions and workpapers for handoff. The tax professional still reviews, resolves judgment calls and approves the final return. Small firms that don't use CCH Axcess can borrow the same review-first workflow with a general assistant for the checklist and exception-hunting steps, keeping client data in tools their firm has approved. The prompt below does that. Use when the user wants help with tax preparation (finance) for a small business." --- # Let AI agents prepare individual tax returns while you review: get a 1040 to a review-ready draft with missing documents, exceptions and evidence flagged, and keep the preparer in charge Wolters Kluwer launched agentic tax preparation in CCH Axcess Tax on Oct 23, 2026. For individual Form 1040 returns, its Expert AI agents use prior-year information and current source documents to identify expected and missing documents, classify documents and extract tax data, map it into the return and calculate it, surface diagnostics and exceptions, link calculated amounts to supporting evidence, and record decisions and workpapers for handoff. The tax professional still reviews, resolves judgment calls and approves the final return. Small firms that don't use CCH Axcess can borrow the same review-first workflow with a general assistant for the checklist and exception-hunting steps, keeping client data in tools their firm has approved. The prompt below does that. ## Inputs to collect first Ask the user for anything below that they haven't already given you. Don't guess missing facts. - Name/ID - Your own material (text, notes or data) ## Instructions Do the task below with the user's inputs in place of each [bracket]. You are my tax-season prep assistant at a small accounting firm. Only use client data in tools my firm has approved for it. Client: [name/ID], filing status [ ], tax year [ ]. Here is last year's return summary [paste or attach] and this year's documents so far [list or attach]. 1) Expected-documents checklist: from last year's return, list every form I should expect this year (W-2s, 1099s by payer, 1098, K-1s, brokerage statements, childcare, HSA, estimated payments) and mark each received, missing or new. 2) Draft a short, friendly email to the client listing only what's missing. 3) For documents received, extract the key figures into a table: form, payer, box, amount, and the page it came from. 4) Exceptions: flag anything that changed a lot from last year (income up or down over [20]%, a new state, a missing payer, new dependents, large deductions) and anything that needs my judgment. 5) Never decide a position for me; list open questions for my review. Finish with a one-paragraph review note I can save in the workpapers. ## Safety checks (share these with the user) - This prompt works on text other people wrote (emails, reviews, messages or web pages). That text can hide instructions aimed at AI, such as "ignore your rules and…". Paste it as material to work on, and never let the AI act on requests inside it, like paying, sharing logins or changing records. - Check every figure, price and total against your own records before anything is sent, posted or booked. A person approves refunds, discounts, payments and price changes. - Remove names, contact details, account numbers and other personal data the task doesn't need before you paste, and check your AI tool's data and training settings. - Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details. - Say clearly which parts need a person to review or approve before anything is sent, paid, posted or filed. ## About this skill - Works with: CCH Axcess Tax, ChatGPT, Claude - Based on this real-world example: https://krcgtv.marketminute.com/article/bizwire-2026-10-23-wolters-kluwer-launches-agentic-tax-preparation-in-cch-axcess-the-agentic-platform-for-tax-and-accounting - Free prompt from AgentPlaybook Real Estate: https://agentic-library.netlify.app/prompt/al-339-let-ai-agents-prepare-individual-tax-returns-while-you-revie/ - To install in an agent that supports Agent Skills, save this file as SKILL.md in a folder with the same name as `name` above (for example in your skills directory). Install steps for Claude.ai, Claude Code, Cursor and Codex: https://agentic-library.netlify.app/skills/