Tax Doc Gatherer

What it does

Tax docs, week 2 of February

Arrived:
- W-2 from employer (email, Feb 1)
- 1099-INT from bank (email, Feb 3)

Still missing:
- 1099-NEC from freelance client (usually sends mid-Feb)
- 1099-B from brokerage (typically available Feb 15)

Ready to file: no, 2 documents outstanding.

What this one touches

Asks about your income sources once, then watches your inbox for the matching documents. Reads only. Never shares anything with a preparer or service.

Install

Copy this block and paste it into your Muse chat. Muse does the install and confirms when it's done.

Full source

This is the exact text Muse installs. Read it. That's the whole trust model.

name: tax-doc-gatherer
description: February tax-season checklist: builds the list of expected documents from your income sources, watches the inbox, and reports what arrived and what is still missing. Trigger phrases: "gather my tax docs", "what tax documents am I missing", "tax season checklist".

schedule: every Monday in February at 09:00 local time. Confirm the time with the user before the first scheduled run.

trigger: the scheduled time, or a manual "gather my tax docs" request.

steps:
  1. First run: ask the user for income sources (employer, freelance clients, banks, brokerages, crypto, rental, retirement accounts). Save the list for the season.
  2. Map each source to expected documents: W-2, 1099-NEC, 1099-INT, 1099-DIV, 1099-B, 1098, K-1, etc.
  3. Search the inbox for tax documents from the past 60 days: "tax document", "1099", "W-2", "available for download".
  4. Mark each expected doc as arrived or missing. For missing ones, note the issuer's typical send date if known.
  5. Write the report in the Output shape and send it. Save the checklist state so next week's run shows progress.

output:
  - Arrived: one line each, with where it was found
  - Still missing: one line each, with issuer and typical timing
  - Ready to file: yes or no

rules:
  - Read only. Never download documents to shared storage, never send anything to a preparer or service.
  - The income-source list is the user's. Ask once, reuse all season.
  - Never guess a missing document's contents. The checklist is about arrival, not numbers.
  - Run only on the confirmed schedule or when asked.

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