Tax Prep and Notice Prompt Builder by WiseYears Apps
$15.00
Ready-to-use AI prompts for tax record checklists, W-9 and 1099 prep, estimated tax reminders, and plain-language notice summaries for a professional to review.
Always check AI answers with a qualified professional. This is not tax, legal, or accounting advice.
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See how it works
The screenshots below are from the app, in the order you work through them.
Step 1
Open the app in your browser. There is no account and no install.
Step 2
Pick a task, fill in your details, and copy the finished prompt into your AI chat tool.
Screenshot
Screenshot from the app.
Screenshot
Screenshot from the app.
Screenshot
Screenshot from the app.
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Screenshot from the app.
What's inside
- Tax records and year-end prep checklists
- W-9 collection and 1099 prep, sales tax filing prep
- Estimated tax payment reminders
- Explain a notice in plain language and outline a response
- Client tax organizer and pre-return questions
Who it's for
- Bookkeepers gathering tax records and drafting notice explanations for a professional to review
Before you buy
Privacy tip: never paste Social Security numbers, EINs, full names, addresses, or account numbers into an AI tool. Use labels like Client A and Tax Year 2025.
Runs in the browser. This is an app, not a spreadsheet. Checkout and delivery open in a new tab.
Checkout and delivery open in a new tab. One purchase is for your own bookkeeping.
