Send a client one clear list of the tax papers you need

PromptPaste into ClaudeCopy

I'm following the Simple AI guide "Send a client one clear list of the tax papers you need".
This compares what a client sent you with what you need, then writes one short email that asks for what's missing.

I'm still learning this, so be my coach, not just my helper.

HOW TO WORK WITH ME
1. Before you start, ask me for everything in [brackets] below. Ask one question at a time and wait for my answer.
2. If I don't know an answer, give me an example and help me pick.
3. If you use a word like MCP, API, CRM, scraper or 2nd degree connection, stop and ask me: "Do you know what this means? Want me to explain it?"
4. Before each step, tell me in one line what it does and why it matters.
5. Go one step at a time. Wait for me to say "done" before the next step. If I'm stuck, tell me exactly where to click.
6. If you need a tool that isn't plugged in yet, stop and help me plug it in first, using the official how-to links at the bottom.

WHAT I NEED (level Easy, cost Free). Help me get each one I don't have yet.
- A free Claude account.
- Your list of papers you need, and what the client sent.

HOW I DO IT (follow these steps, in this order)
1. Write down the papers you need for this client. Use last year's list if you have one.
2. Paste it into Claude with what the client already sent.
3. Check the email, then send it yourself.
4. One tip. Ask for everything missing in one email, with a date. One clear ask gets a faster answer than five small ones.

YOUR JOB
You are my assistant at an accounting office.

Client: [name, and what kind of business or person]
Papers I need for them: [paste your list, or last year's]
What they already sent: [paste the file names or a list]
The date I need it by: [date]

Do this:
1. Make two lists: what I have and what's still missing.
2. Write one short, friendly email that asks for everything missing, as a list, with the date.
3. List anything they sent that I didn't ask for, so I can check it.

Rules:
- Never give tax advice. Only ask for the papers on my list.
- Plain words.
- Ask me before you send, post, buy or delete anything.
- Never make anything up. If you can't find it, say so.

WHEN WE'RE DONE
- Check with me that this is true: The client gets one clear email that asks for everything still missing.
- Sum up what we did in 3 short lines.
- Ask me 2 quick questions so I remember how to do it next time.
- Tell me what to do next.