Answer "where's my refund?" emails with ChatGPT
Every tax season the same email lands: "When do we get our refund?" In this lesson the client's return isn't even filed yet.
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The guide in text
Answer it with ChatGPT, without promising a date you don't control.
Step by step
Paste the thread and your numbered facts
Documents received, forms still missing, your turnaround and e-sign policy, and that no refund date can be promised.
Read the draft closely
It lists the received and missing forms, then promises the refund by the end of October. That's the line to catch.
Ask for a claim-by-claim check
Each claim next to the fact behind it. Two rows get flagged: the filing time is only partly supported, and the refund date isn't supported at all.
Send the honest version
Missing forms listed, the finish, review, e-sign and e-file steps explained, and a pointer to the IRS Where's My Refund? tool.
Businesses and people in the examples are made up. The steps, screens and wording come from the free lesson and the Stepthrough glossary and prompt library.
Do it yourself, free
Reply Faster to Clients Chasing Their Refund: ChatGPT for Tax and Bookkeeping Firms. A client wants a refund date while two tax forms are still missing. Give ChatGPT the thread and your firm's facts, catch the date it shouldn't promise, and send a calm, clear reply from Gmail. You do every step yourself in a practice copy of ChatGPT, it checks your work as you go, and “Do it for me” finishes any step you get stuck on. Free, and nothing touches your real accounts.
Start the free lessonRelated terms
Plain-English definitions, each with an example from a free lesson.
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