Gather tax and income documents for your accountant

Bill D'AlessandroBill D'Alessandro @BillDA

In short: This prompt helps with: gather tax and income documents for your accountant. Nothing to fill in: copy it as it is.

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Shared publicly by Bill D'Alessandro (@BillDA) on X. Text is as posted. X profile · Original post · Report or remove
I need to gather all my 2025 tax and income documentation and send it to my accountant Derek. I typically collect tax documentation in Google Drive under the Taxes folder. You can look at the 2024 folder for a list of all the documents I gathered for last year. Then compare to see what’s already in the 2025 folder. What do I still need to pull? Reference last year’s folder, last year’s tax return, and Derek’s email to me. Grab everything you can from email, login to portals if you have to, and save it in the 2025 google drive folder.

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