Audit my CPA's Form 8949 and produce the corrected version

A trader gave the AI the Form 8949 his CPA had prepared from his trade spreadsheet; the AI found a number of errors in the professional's own work and generated a corrected form, which he sent back to the CPA.

How it works

Upload trade spreadsheet and the CPA-prepared Form 8949
Cross-check the form against the trades
Flag the errors
Generate a corrected form
Send it to the CPA

Why it’s worth knowing

The AI didn't replace the CPA - it quality-checked the CPA's own filing and handed back corrections.

Where it’s from

Summarized from a public post on reddit.com. See the original ↗

Upgraded prompt

A ready-to-use prompt for this idea, built from research on what makes AI agents do the job right: who the AI should be, the exact steps, and a check to make sure it was done the way you wanted.

1Who the AI should be

2The prompt, with the steps

3The check when it’s done

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