01
Lock down the deadline facts
Convert the rushed question into a fact table and expose any assumption that could change the answer.
Made for CPAs
Assess an Urgent Tax Deadline Question
Also useful for: Tax Advisors, people in Finance
25 min
Intermediate
Research
Research Something
Need to Research Something
Turn an urgent tax deadline question into a verified action plan that separates known facts, open issues, payment exposure, and next steps.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
Control deadline risk before giving a firm answer.
Your answers save as you type.
What you'll do
This is the plan inside your prompt. Add your details first. Then follow these steps with ChatGPT or Claude.
02
Verify the controlling rules
Check the exact filing, payment, extension, and jurisdiction rules against current official authority.
03
Set the next move
Separate immediate protective action from work that depends on missing records or specialist review.
Make Your Play
Assess an Urgent Tax Deadline Question
Tell us what the prompt needs to know
Start with the questions below. Each answer personalizes the playbook and builds the prompt you’ll use at the end.
Your situation
Describe the client's question, the claimed deadline, when the question arrived, and any action already requested.
0/10000
List the taxpayer or entity type, return or form, tax period, calendar or fiscal year, and any special filing category.
0/10000
List every federal, state, local, or foreign jurisdiction that may impose a filing or payment obligation.
0/10000
Describe extensions, filings, payments, estimates, notices, prior advice, and available proof for each item.
0/10000
List the records available now, the records still missing, and the earliest realistic time each missing item can be obtained.
0/10000
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Lock down the deadline facts
Convert the rushed question into a fact table and expose any assumption that could change the answer.
02
Verify the controlling rules
Check the exact filing, payment, extension, and jurisdiction rules against current official authority.
03
Set the next move
Separate immediate protective action from work that depends on missing records or specialist review.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
Start with the facts, not the client’s assumed deadline. Enter the exact return, period, jurisdictions, extension evidence, payments, notices, and missing records. Treat the AI output as a structured review draft, then confirm every controlling rule through an official source.
Advanced instructions
Use the output to frame the research file, not replace professional judgment. Test special filing regimes, disaster relief, weekends and holidays, superseding or amended returns, election deadlines, information-return rules, and jurisdiction-specific extension mechanics when the facts make them relevant.
Use this when
A client asks what must be filed or paid soon, but the return type, jurisdiction, extension status, records, or prior actions aren't fully clear.
You'll need
- Urgent question
- Return details
- Jurisdictions
- Status history
- Records status
You'll get
- Return type and tax period identified
- Every relevant jurisdiction listed
- Filing and payment deadlines analyzed separately
- Extension status supported or flagged as unverified
- Official sources cited or queued for review
- Missing records assigned a clear consequence
By the end of this playbook
You will have:
- Return type and tax period identified
- Every relevant jurisdiction listed
- Filing and payment deadlines analyzed separately
- Extension status supported or flagged as unverified
- Official sources cited or queued for review
- Missing records assigned a clear consequence
Examples
Progress 1 of 3