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---
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: 2026-04-13
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.
