Tax Preparer AI Workflows

Discover 11 AI workflows designed specifically for Tax Preparer.

Automate Schedule C Expense Categorization

Excel Copilot

Write Perfect K-1 Delay Emails Instantly

ChatGPT

Simplify Crypto Wash Sale Calculations

Claude

Model MACRS Depreciation in Seconds

Excel Copilot

Draft IRS CP2000 Responses Instantly

Notion AI

Reconcile W-3 and Payroll Data

Excel Copilot

Create Home Office Deduction Checklists

Canva (with AI)

Identify Passive Loss Limitations

Excel Copilot

Organize 1040 Client Documents

Notion AI

Check FBAR Requirements Quickly

Perplexity

Evaluate MFJ vs MFS Strategies

Claude