Detail-oriented queries
Details are important
The more detailed the query, the more accurate and relevant the response. Including specifics such as the client's filing status, tax jurisdiction(s), tax year, income & deduction composition, and other relevant factors can significantly enhance the results.
Example
Instead of asking a general question about tax deductions, specify the client's income level, type of employment, and tax year for more specific results.
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, or context.
Don't: Ask questions unrelated to tax matters.
Effective vs. Ineffective prompts
✅ I have a single client with no dependents that currently lives in California and is deciding whether or not to move to Washington state in 2024. Their income consists of wages from a California employer with RSUs that will continue to vest after moving, interest, dividends, and they are planning to sell a portion of their long-term capital gain stock in December. They will be moving in October of 2024. How will these items be taxed?
❌ I have a client moving to another state, how does that affect their taxes?
Want to learn even more? Check out the video below!