Collect every tax form from your inbox and list what's missing
From mid-January to mid-April, the Bot searches your email each week for 1099s, 1098s, W-2s and K-1s, files them in one folder, and compares the list with last year's to show what hasn't arrived.
What the Bot is set up to do
- Connect Gmail or Outlook, and Google Drive or OneDrive. Bots can upload files to either.
- Give it last year's list of forms, or let it build one from last year's email.
- Add a weekly routine from mid-January to mid-April, then pause it.
Prompt
Every Monday from January 15 to April 15:
Search my email for [tax year] tax documents: 1099-NEC, 1099-K, 1099-INT, 1099-DIV, 1098, W-2, K-1, and year-end statements from [banks, brokers, payroll provider].
Save each attachment to [folder]/[tax year]/Forms and add a row to [sheet]: payer, form type, date received, and these amounts: [boxes to record, e.g. 1099-NEC box 1].
If a form is only available by logging in to a portal, list the portal. Don't log in.
Compare with [last year's list] and tell me which payers haven't sent anything yet.
Never copy Social Security numbers or full account numbers into the sheet or the chat. Mask them, for example ***-**-1234.Before you run it
- Tax forms carry identity numbers. Keep the folder private, mask numbers, and let your CPA or tax software do the final review.
Business fit
Who this helps, and how:
- AgenciesFreelancers with many 1099 payers get a missing-forms checklist without searching their inbox.
- Solo foundersSelf-employed owners hand their CPA one complete folder.
- Local & serviceOwners with payroll, business accounts and a loan get every year-end form in one place.
How to adapt it
Outside the US, swap in your country's forms, such as P60s in the UK or T4s in Canada.
Add receipts for deductions you track, like home office or mileage, as extra rows.
Share the folder with your CPA instead of emailing attachments.