Detail-oriented queries
Details are important
The more detailed the query, the more accurate and relevant the response. Including specifics like the client's AGI, gross income, marital status, tax jurisdiction(s), etc., can significantly refine the results.
Example
Instead of asking a general question about tax deductions, specify the client's income bracket, type of employment, and current deductions for more targeted advice.
Writing guidelines
Be specific
Use precise tax terms and avoid vagueness. This ensures that the AI understands the context and provides a relevant response.
Stay relevant
Ensure that queries are tax-related. Queries outside the scope of taxation may not be adequately addressed.
Ways of asking prompts
Sequential querying
Start with a broad question and then narrow down with follow-up queries based on the initial response.
Scenario-based questions
Pose hypothetical scenarios to understand different tax outcomes.
Do's and Don'ts
Do: Use specific tax terminology.
Don't: Make queries overly broad or ambiguous.
Do: Provide sufficient background information.
Don't: Ask questions unrelated to tax matters.
Effective vs. Ineffective prompts
✅ I reside in Oregon but worked on-site in California for half of the year and the other half in Oregon, what tax implications does this have?
❌ I worked in two states during the year, what taxes do I owe?
Want to learn even more? Check out the video below!