Finance & moneyReviewed listing
Tax Return
PurposeOrganizes your tax documents, flags what's missing, and walks your return through TurboTax (or builds a CPA handoff) for you to review. It never files or pays without your OK.
At a glance
Read from the bot’s description. Not tested.
- Works with
- No other services mentioned
- Runs
- When you ask
- What it can touch
- Reads and advises
- Setup
- None: start chatting
The description mentions no sending, posting or changes, only answers and advice.
What it does
- Organizes your tax documents
- Flags what's missing
- Walks your return through TurboTax (or builds a CPA handoff) for you to review
1What you’ll need
- A Bot account, or the Bot app on your phone
From the bot’s share page, which lists no other requirements.
Avoid sharing passwords, keys or private personal data.
2Set it up
Summary from the bot’s share page:
- Open Tax Return’s share page with Open in Bot, or on a phone with the app, tap Add to Bot app.
- Add Tax Return in Bot.
- Start a chat with Tax Return, then review what it produces and check any factual claims.
The creator’s post on X may have more detail.
3Use it
Shared by Scott Bonge. Open it in Bot to start using it.