$18,700 once as reported, with no screenshot
CPA's draft return re-checked: a balance due became an $18.7K refund
Evidence: Text only Stage: Reported done
@jdraschil Depends on US systems
Double-check your tax return
The bot reads your tax documents and your CPA's draft or filed return, then lists possible errors and missed deductions for the CPA to check.
Up to $18,700 once as reported, with no screenshot · 4 cases, 3 report a saving
Starting prompt (adapted)
Review my tax documents and my preparer's draft or filed returns for the years I name, and list anything that looks wrong or missing: income forms left out, deductions or credits not claimed, items counted twice, or contributions claimed but never made. For each item, point to the document it comes from, explain it in plain words, and estimate the effect on what I owe. Don't change, sign, or file anything; I'll take the list to my preparer, who decides. Leave my SSN and full account numbers out of your notes and messages.
Written for this site from what the cases below did. It is a starting point, not a prompt anyone posted. Fill in the parts in brackets.
What you still do
- Gather all tax files into one place
- Take the findings to the CPA
- Let the CPA review and edit the return
- Have the CPA file amended returns where needed
Where it tends to fail
- Every post is text only; none shows a return or refund
- The post that started the trend is from a tax software investor
- Refund amounts are the posters' own figures
- Built on US forms and accounts such as 1099s and HSAs
Reported savings
$23,700in the first year, across 2 cases
As people report it, converted to USD. Only cases where the provider agreed or the change is reported done.
By what backs the amount
- Evidence: Text only $23,700
2 cases
How well it's backed up
No post shows a return or refund, and the post that started the trend comes from an investor in a tax software company. Some say a balance due became a refund after the CPA's changes.
Text only: 4.
Cases
Reported done
3 cases Show
The provider agreed or the change is reported done. Biggest saving first. Each case says what backs it.
$5,000 once as reported, with no screenshot
Tax check saved $5,000
Evidence: Text only Stage: Reported done
@bryanMackSC You can try this job anywhere
Omissions in a draft return found with receipts; balance due became a refund
Evidence: Text only Stage: Reported done
@ShashiKusuma Depends on US systems
Flagged cases
1 case Show
The author promotes a related product, the story is doubted, the money is business spending, or another tool may have done the work.
"Double check my CPA's work": four years of tax mistakes found
Evidence: Text only Stage: Reported done
- Author promotes a related product
@jasonfreedman Depends on US systems