04-preparing-cpa-t1-package

Assembles a personal tax handoff package for a Canadian with self-employment income and, where relevant, coordinates with a separate corporate package for an incorporated owner-manager's personal T1 filing. Guides the user through collecting the outputs of prior workflow steps, identifying missing items, and producing a cover summary the CPA can act on directly. Does not give tax advice, complete forms, or advise on filing positions. Trigger on: 'prepare for my CPA meeting', 'get my tax documents ready', 'what does my accountant need from me', 'organize everything for tax season', 'put together my tax package', 'what should I send my CPA', 'I have a meeting with my accountant'.