Build a tax document checklist with Copilot in Word | Microsoft 365

Опубликовано 12 декабря 2025, 13:01

Make sure you’re ready for tax season by building a tax prep checklist with help from Microsoft 365 Copilot.

Tax season doesn’t have to be stressful. With Copilot, you can create a tax return checklist so you know exactly which documents and info to gather before filing your taxes. It can create checklist sections for income documents, deductions, credits, and filing deadlines, and even include sections for common tax forms and receipts.

Even better, Copilot can also include due dates for each item, so you never miss a deadline throughout your filing process.

📝What You’ll Learn:
• How to open Copilot in Word
• How to prompt Copilot for a comprehensive tax prep checklist
• How to incorporate common tax forms and receipts
• How to add due dates and reminders

Timecodes:
00:09 – Open Copilot in Word
00:16 – Type in your prompt
00:38 – Prompt Copilot to add forms and receipts
00:48 – Add due dates and reminders

Try it now in Word: msft.it/6053te5nf

No Microsoft 365 subscription?
Try out Copilot and other features free for one month: msft.it/6054te5nA

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