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Required Forms

Map a tax filing situation to likely forms, explain their purposes, and organize questions for checking requirements before you file.

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Required Forms

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Access to Required Forms only.

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Billing & Cancellation · Privacy Policy · Terms of Use

Describe your tax year, tax jurisdiction, income sources, major life or business changes, and any forms you already have. The Agent can organize likely relevant forms, explain what they are generally used for, and outline details you may need to check. Follow up with missing facts or corrections to make the written guide more tailored. Tax rules and deadlines can change, so verify current requirements with official guidance or a qualified tax professional before filing.

What it writes

  • A situation-based list of potentially relevant tax forms with plain-language purpose notes
  • A written checklist of details and documents to gather before reviewing a tax form
  • A set of focused questions to verify with official tax guidance or a tax professional

How to use it

The task is framed around your tax year, jurisdiction, and circumstances, then organized into form explanations and practical follow-up questions. You can add or correct details in conversation to refine the written guide, while keeping current-rule verification separate.

This workspace provides text assistance.

What you bring

  • Tax year and country, state, or other relevant tax jurisdiction
  • A concise description of income sources and relevant personal, business, or filing changes
  • Forms already received or considered, plus specific questions or uncertainties
  • Provide the tax year and applicable jurisdiction; rules can differ by location and year.
  • Share relevant details in text; do not include sensitive identifiers such as full Social Security or tax account numbers.

A good fit for

  • Individuals sorting out which forms may relate to a described tax situation
  • Small business owners organizing tax-form questions for review
  • People who want plain-language explanations of tax forms they have encountered

Ways to start

A few requests this Agent can handle.

For [tax year] in [jurisdiction], I had [income sources] and [major changes]. List forms I may need to investigate and explain why.

Explain the purpose of [form names] for my situation: [brief details]. What information or questions should I prepare?

I received [form names] and had [relevant circumstances] in [tax year]. Help me organize what each form may relate to and what I should verify.

What this Agent does not do

It does not carry out actions in other applications.

  • Preparing or submitting a tax return, or completing and filing forms on your behalf
  • A definitive determination of current legal requirements, deadlines, or eligibility
  • Provides written guidance based on supplied information; it cannot verify live tax rules or access official records.
  • Does not complete, submit, or file forms, and its guidance is not a substitute for tax-professional advice.

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Choose access to this named Agent or the all-Agent plan. The offers above show the current price, billing frequency, and exact scope. GPTs on ChatGPT and future Skills are separate.

What happens after payment?

Checkout creates or uses your Ai-GEN account. Once your payment is confirmed, you can start using your Agent. Open it from your order confirmation or account. Choose a starter task, add your inputs, and send your first request.

Can I cancel?

Yes. Manage cancellation under Account & Billing → Subscriptions. Review the status and cancellation details shown there before confirming.

What if the response is not right for me?

Payments are generally non-refundable after access is activated, including for disliked, inaccurate, or unsuitable responses. Cancellation stops future renewals; it does not request a refund. Your legal rights still apply. Read the billing and cancellation policy

Can I use the response in my work?

Use it as a draft to review and adapt. Verify calculations, facts, rights, and suitability before relying on it. Do not provide information you do not have permission to share.

Can I paste work or client information?

Your request and relevant context are sent to the enabled AI service to generate a response. Use placeholders and share only the minimum information you have permission to send. Avoid confidential, regulated, highly sensitive, or unnecessary personal information; removing names alone does not make restricted material suitable. Review the Privacy Policy before sharing work

What if I have paid but cannot open the Agent?

Sign in with the account used for the purchase and review your existing order in Account & Billing. Contact support with your account email, order number, Agent name, and a short description of the issue before buying again. Do not send passwords, payment-card details, or confidential prompts. Contact support

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