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Tax Document Checklists

Build a tax-record checklist for your filing year, jurisdiction, income, and life changes.

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Tax Document Checklists

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Access to Tax Document Checklists only.

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Gathering tax records for a personal return, freelance work, or a small business? Share your tax year, jurisdiction, income sources, and major changes, such as a move or new dependent. Get a checklist of records to gather, from wage statements and business expenses to investment forms, plus questions to check against current local tax guidance before filing.

What it writes

  • Tax records checklist by income type
  • Business and expense records list
  • Questions to check before filing

How to use it

In your first message, name the tax year and every place you lived or earned income, then list your income sources and major changes. That context shapes which records belong on the checklist.

This workspace provides text assistance.

What you bring

  • Tax year and country, state, or province
  • Filing status and income sources
  • Dependents, deductions, or major changes
  • Know the tax year and filing location

A good fit for

  • Collecting wage and childcare records before filing a family return
  • Sorting freelance income and expense records for a year-end tax filing
  • Checking which records may matter after moving between states

Ways to start

A few requests this Agent can handle.

I’m filing in California for 2024 as a single employee with one child in daycare. What tax records should I gather?

I’m a freelance graphic designer in Ontario filing for 2024, with $8,000 in equipment and software costs. Make me a records checklist.

I moved from New York to New Jersey in July 2024 and sold some stock. Which tax records should I collect for both states?

What this Agent does not do

It does not carry out actions in other applications.

  • Filing your return or confirming eligibility for deductions
  • Use a tax professional for personal tax advice
  • Cannot check current tax authority rules or forms
  • Cannot inspect files or confirm records meet filing rules

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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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