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---
name: multi-file-tax-prep-orchestration
description: Structured approach to complex multi-file tax return preparation with traceability and planning
version: 1.0.0
source: auto-extracted
extracted: 2026-04-13
metadata:
tags: ["tax-filing", "document-management", "project-coordination", "verification"]
---
# Multi-File Tax Prep Orchestration
When handling complex tax returns with multiple source documents, begin by reading all prepared files to build a complete picture before starting data entry. Create a numbered filing plan (10+ bullets) documenting personal info, dependents, income sources, withholding, and expected totals. Use GitHub issues for session traceability—post a comment on the main filing issue with the complete plan and expected AGI/totals for verification against final return. This creates an audit trail and prevents data loss mid-session.
