Use Codex to collect tax forms and track missing records
Kyle Corbitt used Codex to gather records for a complicated 2025 return. His finances folder already held earlier tax forms and donation receipts, giving the agent a starting point for deciding what new paperwork was needed.
corbt.com
Suggested prompt
Suggested prompt written by Agents In Use, not the source author. Replace bracketed inputs and review tool permissions first.
Read my prior return and current-year notes. Create a required-document checklist, find forms in email, and save them separately. Ask me to handle institution logins and flag every missing record.
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See placements →What happened
Organized tax records, a README checklist showing outstanding forms, and an accountant portal upload with an explanatory email; two K-1s still blocked filing.
Reported by Kyle CorbittHow the agent did it
- Read the prior return and record changed circumstances.
- Search email and institution sites, saving forms with a running checklist.
- Handle logins and missing paper records before sending the accountant packet.
Where a person stepped in
Corbitt handled financial-site logins and manually obtained records the agent could not find.
Kyle Corbitt used Codex to gather records for a complicated 2025 return. His finances folder already held earlier tax forms and donation receipts, giving the agent a starting point for deciding what new paperwork was needed.
He first had Codex read the previous return, then dictated changes in his circumstances. The agent researched questions interactively and recorded facts and tax-treatment decisions in taxes/2025/README.md. That document also became the checklist for collecting forms. Corbitt directed Codex to look in email first and then search the relevant institutions' websites through Playwright MCP. Downloaded records went into taxes/2025/raw_inputs/.
The collection process remained interactive because Corbitt personally handled each institution's sign-in. He declined to grant access to his password store. Some records still required manual retrieval, including one delivered by physical mail. Two partnership K-1s had not arrived, preventing final filing at publication.
Once the available documents were assembled, Codex uploaded them to the accountant's portal and emailed an explanation of the year's changes. The useful artifact was a maintained checklist paired with organized source files and a handoff, with missing records still visible.
Prompt
Suggested prompt (written by Agents In Use, not the author's)
Source: corbt.com · Kyle Corbitt
Frequently asked questions
Why start with the prior return?
It supplied context for identifying relevant forms; Corbitt then dictated circumstances that had changed.
What happened to missing paperwork?
The README kept outstanding forms visible. Some required manual retrieval, and two K-1s had not arrived.
Who controlled financial logins?
Corbitt signed into the sites himself rather than granting Codex his password-store access.
More details
About this account
Codex researched document needs, retrieved forms and maintained the checklist and accountant handoff.
Firsthand source opened and read. Suggested prompt written by us from the reported workflow; no original task prompt is quoted.
Credit: Kyle Corbitt
Source published 7 Mar 2026
Source checked 14 Oct 2026
Tools and topics
Codex 5.3 · Playwright MCP · Email · Local files
Tax documents · Missing forms · Playwright MCP
Editorial completeness: 100/100. Measures documented fields, not agent performance or verified outcomes.