Prompt
Personal Tax AI prompts for lawyers
12 prompts you can paste straight into HAQQ or any other assistant. Every one is written out in full - open it, copy it, change the bracketed parts.
Filing QuestionMemoStandardResearch / Authorities
Explain how I should report [income type] of [amount] earned in [year] in [jurisdiction], including forms, deductions and deadlines.
Audit ResponseMemoAdvancedDraft / Generate
Draft a response to a tax audit notice dated [date] requesting documentation on [topic] for tax year [year]. Provide structured explanations and supporting documents.
Payment Plan RequestMemoStandardDraft / Generate
Draft a request to the tax authority for a payment plan / installment agreement for tax debt of [amount] owed for [year], proposing [N] monthly payments and hardship justification.
Expat Tax MemoMemoAdvancedStrategy / Scenario
Analyze my tax residency moving from [country A] to [country B] in [year], including double-tax treaty, exit tax, foreign income, retirement accounts and reporting obligations.
Crypto TaxMemoAdvancedStrategy / Scenario
Explain how to report crypto gains and losses for [year] in [jurisdiction] from trades on [exchanges], staking and airdrops, including cost basis methods and DeFi specifics.
Real Estate Capital GainMemoAdvancedStrategy / Scenario
Calculate the taxable capital gain on the sale of my home at [address] bought in [year] for [amount] and sold for [amount], applying primary-residence exemptions in [jurisdiction].
Deduction OptimizerMemoStandardStrategy / Scenario
List deductions and credits I likely qualify for in [jurisdiction] given my profile (income [amount], family [structure], home [own/rent], donations [amount], childcare, education).
Estimated Tax PlanningMemoStandardStrategy / Scenario
Help me plan estimated quarterly tax payments for [year] given expected self-employment income of [amount] and deductions [amount], avoiding under-payment penalties in [jurisdiction].
Inheritance Tax PlanMemoAdvancedStrategy / Scenario
Outline strategies to minimize inheritance / estate tax on assets worth [amount] passing to [heirs] in [jurisdiction], including gifts, trusts, insurance and exemptions.
VAT RegistrationChecklistStandardCompliance / Due Diligence
Build a checklist for VAT / sales-tax registration for my freelance activity in [jurisdiction] above [threshold]: registration, invoicing, returns, reverse charge and digital tools.
Tax Penalty AbatementMemoStandardDraft / Generate
Draft a request to abate a tax penalty of [amount] for [year] based on [reasonable cause / first-time / hardship], with supporting documentation in [jurisdiction].
Charitable Giving PlanMemoStandardStrategy / Scenario
Build a tax-efficient charitable giving plan for [amount] per year using [cash / appreciated assets / donor-advised fund] in [jurisdiction] to maximize impact and deductions.