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AI agent for tax advisors

Tax Workpaper Input Completeness Agent

Complete, correctly matched source inputs before tax preparation starts.

Document handlingAdministrationFinance
See how it worksGet access
Tax Workpaper Input Completeness Agent: what goes in, what the agent does and what you get

What it does

Tax workpapers often start with missing or mismatched source documents. When an engagement opens or new uploads arrive, this agent reads the uploaded records and checks them against the practitioner's checklist. A document only closes a checklist item when both the entity and the period match. It lists the gaps, putting items that block the most work first, and drafts targeted requests for what is missing. After the client uploads more files, it checks again and loops until the checklist is complete. It refreshes the preparation packet for the practitioner. Tax interpretation, liability calculation and filing stay with the practitioner. Edge case: a bank statement belongs to a related entity, so the item stays open and the agent asks for the right one.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Engagement opens or uploads arrive 2 USES A TOOL Load the practitioner's checklist 3 USES A TOOL Parse uploaded records for entity and period 4 CHECKS THE RESULT Does each item have a document for the right entityand period? If not: keep the item open and add it to the requestlist. Back to step 3. 5 DOES Order gaps by how much work they block 6 YOU APPROVE Practitioner approves sending requests 7 DOES Refresh the preparation packet 8 RESULT Tax input packet ready
Read the steps as a list
  1. Engagement opens or uploads arrive
  2. Load the practitioner's checklist
  3. Parse uploaded records for entity and period
  4. Does each item have a document for the right entity and period?If not: keep the item open and add it to the request list. Back to step 3.
  5. Order gaps by how much work they block
  6. Practitioner approves sending requestsThe agent waits here for your OK.
  7. Refresh the preparation packet
  8. Tax input packet ready

How it decides

It checks entity and period gaps first and closes items only on a double match.

  • A document closes an item only when entity and period both match.
  • Request order: items blocking the most work first.
  • Documents for related entities are kept but never used to close an item.
  • The agent never interprets tax treatment.

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Checklist template per return type
  • Client portal or folder to watch for uploads
  • Reminder schedule for open requests (default every 7 days)
  • Who sends requests to the client
  • Packet format (index sheet plus linked files)

What keeps you in control

It always asks you first

  • Tax interpretation
  • Filing
  • Liability calculation

Hard limits

  • No tax advice.

It stops when

  • Done: all items matched.

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA client's 2025 engagement opens on February 2 with 31 checklist items. The agent matches 24. One bank statement belongs to a related entity, so the check fails and the item stays open. It drafts six requests, starting with payroll summaries that block three schedules. The client uploads files on February 9; the agent rechecks, closes five items, and the practitioner reviews the refreshed packet.

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