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Tax Preparation Workflow

Organize tax documents, track deductible expenses, estimate tax liability, and prepare for filing with document checklist

Complexity: Complex | Duration: 30m+ (multiple sessions) | Category: Personal/Productivity

Tags: tax-preparation deductions tax-filing document-management compliance

Workflow Diagram​

Steps​

Step 1: Checklist​

Agent: tax

preparation-assistant - Generate required document checklist

Step 2: Gather​

Agent: document

organizer - Collect W-2s, 1099s, receipts, statements

Step 3: Organize​

Agent: document

organizer - Categorize documents by tax form/schedule

Step 4: Deductions​

Agent: deduction

tracker - Identify and calculate all deductions

Step 5: Estimate​

Agent: tax

preparation-assistant - Calculate estimated tax liability/refund

Step 6: Review​

Agent: tax

preparation-assistant - Identify missing documents or issues

Step 7: Export​

Agent: document

organizer - Prepare package for accountant or tax software

Step 8: File​

Agent: tax

preparation-assistant - Guide through filing process or handoff

Usage​

To execute this workflow:

/workflow personal/productivity/tax-preparation-workflow.workflow

See other workflows in this category for related automation patterns.