| name | tax-filing-session-setup-with-github-tracking |
| description | Structured workflow for preparing and tracking a tax filing session using prepared documents, task checklist, and GitHub issue cross-referencing |
| version | 1.0.0 |
| source | auto-extracted |
| extracted | "2026-04-13T00:00:00.000Z" |
| metadata | {"tags":["tax-filing","process-management","github-tracking","document-preparation"]} |
Tax Filing Session Setup with GitHub Tracking
Before opening tax software, establish traceability by: (1) reading all prepared tax documents to build a complete picture; (2) creating a filed-plan checklist with key data points (filing status, dependent info, W-2 totals, prior AGI); (3) opening or referencing existing GitHub issues for the taxpayer repo; (4) posting a session-start comment on the relevant issue with the plan summary and expected numbers. This ensures audit trail and prevents rework if session is interrupted.