Look after my household
Get organized for my tax preparer
Bring income, possible business expenses, and missing documents into one checklist.
Try this with your agent- What your agent needs
- Your tax year and jurisdiction, relevant statements, and transactions you identify as business-related.
- What you get back
- An evidence-linked preparation packet with open questions for your tax professional.
- When to use it
- A focused review when this question comes up.
Try it with your finances
Copy the prompt into your AI agent to get started. It uses your Candor records and asks for any missing context.
New to Candor? Connect your agent first.
Help me organize for my tax preparer using Candor. Ask which tax year and jurisdiction we are preparing for, about relevant income sources, and which activity is personal versus business. Gather source-linked income and possible expense records, identify missing statements, and prepare questions for my tax professional. Treat potentially deductible items as candidates for review, not established deductions. Do not file, send documents, or make tax payments.
Nothing runs until you send the prompt to your agent.
Organize evidence for your preparer
Updated
Tax preparation starts with the year, jurisdiction, income sources, and documents that apply to you. Candor helps your agent locate financial activity and preserve references to the records. You identify personal versus business context, and your preparer determines how the evidence should be treated.
Check the answer
- Keep possible expenses as review candidates. A merchant or category label does not establish deductibility.
- Identify missing statements and distinguish transaction records from the official documents your preparer needs. Keep source dates and open questions attached.
Choose a next step
Review the packet before sharing it with your tax professional. This workflow does not file a return, send documents, or make payments.