Getting ready for tax season? In this video, you’ll learn how Microsoft 365 Copilot in Word can help you create a tax prep checklist and organize everything you need for tax preparation and filing.
See how Copilot in Word can help you quickly generate a structured tax preparation checklist, organize your tax documents, and keep track of important tax deadlines. Whether you’re preparing your own taxes or gathering documents for a tax specialist, Copilot can help you stay organized and make tax prep easier and more efficient.
In this video, you’ll learn how to: • Prompt Copilot in Word to create a tax prep checklist, including sections for income documents, deductions, credits, and filing deadlines • Expand your checklist to include common tax forms like W2’s, 1099’s, and receipts for charitable donations • Have Copilot add due dates and reminders for tax deadlines so you can stay on track during tax season
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Timecodes: 00:00 – Introduction 00:08 – Open Copilot in Word 00:16 – Prompt Copilot to create a tax document checklist 00:37 – Expand tax checklist to include common tax forms 00:48 – Add due dates and reminders
Try it now in Word: https://msft.it/6053te5nf
No Microsoft 365 subscription? Try out Copilot and other features free for one month: https://msft.it/6054te5nA
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