What colleagues do todaySource-backedVerified 2026-04-20
Accountant / Prepare and review federal and state tax returns
Keyed returns in tax software with manual diagnostic review
Enter client data directly into Drake, Lacerte, ProConnect, or UltraTax. Run the program's diagnostic list. Work each diagnostic by hand and resolve before e-filing.
Best for
Analysis & Decisions
Existing professional tax-prep license
Setup
0 min
One-time setup estimate
Workflow
- 1Collect the source material for "Prepare and review federal and state tax returns" before opening the tool.
- 2Run the starter prompt in Drake Tax / Lacerte / ProConnect / UltraTax CS and paste in the real context.
- 3Review the output for accuracy, tone, names, numbers, and policy-sensitive details.
- 4Save the improved prompt or checklist so the next run takes less time.
Inputs you need
- - Accountant
- - Prepare and review federal and state tax returns
- - Examples, notes, files, or customer context for this task
- - Your preferred tone, constraints, and final format
Expected output
- - Keyed returns in tax software with manual diagnostic review
- - A usable draft or workflow for prepare and review federal and state tax returns
- - A repeatable prompt you can improve after each run
Ready-to-copy asset
Starter prompt
N/A — handled in tax software.
Caveats
- - Do a human review before sending, publishing, filing, or making a decision.
- - Verify numbers, names, claims, citations, and compliance-sensitive details.
- - AI drafts. You decide. Final responsibility is yours.
Measurable value
4 hrs after setup
Before: 4 hrs. After: 4 hrs.