Automated FreeTaxUSA Document Collection Checklist
Every morning during tax season, WebRun opens the return in progress on FreeTaxUSA, checks which sections and document types the guided flow still marks incomplete, logs the received-versus-missing status of each document in Airtable, and drafts a reminder in Gmail naming what a co-filer or accountant still needs to send over before you can finish filing.
How do I track missing tax documents before filing with FreeTaxUSA?
WebRun checks your FreeTaxUSA return each morning during tax season for incomplete sections, logs the received-versus-missing status of every document in Airtable, and drafts a reminder in Gmail naming what a co-filer or accountant still needs to send. It never files the return or sends anything externally, so filing itself always stays your final step.
- A live checklist shows exactly what is still missing before you sit down to file
- A ready-to-send reminder drafts itself for anyone still holding a document
- The return itself is never filed or submitted without you
Built for individual filers · household co-filers · freelancers · budget conscious taxpayers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.freetaxusa.comin a real browser with your saved login - no setup, no API keys. -
1
FreeTaxUSA - check which sections are still incomplete
freetaxusa.com
WebRun opens FreeTaxUSA to check which sections are still incomplete. - Open the return in progress and review every section still marked incomplete
- Note which document types are still needed to finish each section
- Capture the overall return completion status
Done when Every incomplete section and missing document type is listed.
-
2
Airtable - log the document checklist status
airtable.com
WebRun opens Airtable to log the document checklist status. - Log each document type as received or still missing
- Update the overall return completion percentage
- Mark items received once the matching section is complete
Done when Every document's received or missing status is logged and current.
-
3
Gmail - draft a reminder for anything still missing
gmail.com
WebRun opens Gmail to draft a reminder for anything still missing. - Draft a reminder naming every document still missing
- Address it to your co-filer or accountant contact
- Leave the draft unsent in your Gmail drafts folder for review
Done when A draft reminder covering everything still missing exists, unsent.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it file or submit my tax return for me?
No. WebRun never e-files or submits anything on your FreeTaxUSA return. It only tracks which sections and documents are still incomplete, so you review and file it yourself when ready.
Will it email my co-filer or accountant without me?
No. Any reminder about missing documents is drafted in Gmail and left unsent, so a human always reviews and sends it.
Does it share my tax details anywhere outside my own accounts?
No. It only records received or missing status in your own Airtable base and drafts a reminder in your own Gmail. Document contents and personal details are never copied out or shared externally.
Related templates
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