Automated TurboTax Filing Document Checklist
Every morning during tax season, WebRun opens your TurboTax return, checks which sections and document types the guided interview still flags as incomplete, scans Gmail for tax forms like W-2s and 1099s that have already arrived from employers and banks, and keeps a live received-versus-missing checklist in Google Sheets.
How do I track which tax documents are still missing before I file with TurboTax?
WebRun checks your TurboTax return each morning during tax season for incomplete sections and missing document types, scans Gmail for tax forms like W-2s and 1099s that have already arrived, and keeps a live received-versus-missing checklist in Google Sheets. It never files the return or sends anything externally, so you always file the final return yourself.
- A live checklist shows exactly what is still missing before deadline week
- Arrived tax forms are matched off the list automatically from Gmail
- The return itself is never filed or submitted without you
Built for individual filers · small business owners · freelancers · household co-filers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
turbotax.intuit.comin a real browser with your saved login - no setup, no API keys. -
1
TurboTax - check which sections and documents are still needed
turbotax.com
WebRun opens TurboTax to check which sections and documents are still needed. - Open the return in progress and review every section the guided interview flags as incomplete
- Note which document types are still needed, such as a W-2, 1099, or 1098
- Capture the current completion status of the overall return
Done when Every incomplete section and missing document type is listed.
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2
Gmail - scan for tax documents that have arrived by email
gmail.com
WebRun opens Gmail to scan for tax documents that have arrived by email. - Search the inbox for tax document emails from employers, banks, and brokers this tax year
- Match each one found to the matching checklist item
- Draft a reminder naming what is still missing, addressed to your accountant or co-filer, left unsent
Done when Arrived documents are matched to the checklist and a draft reminder covers what is still missing.
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3
Google Sheets - keep a live filing checklist
google.com
WebRun opens Google Sheets to keep a live filing checklist. - Update the checklist with each document marked received or still missing
- Keep the overall return completion percentage current
- Highlight anything still missing within two weeks of the filing deadline
Done when The sheet reflects an up to date received or missing status for every document.
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 TurboTax return. It only tracks which sections and documents are still incomplete, so you review and file it yourself when ready.
Does it send my tax documents or details anywhere?
No. It only records received or missing status in your own Google Sheet. Document contents and personal details are never copied out or shared externally.
Will it email my accountant without me?
No. Any reminder about missing documents is drafted in Gmail and left unsent, so a human always reviews and sends it.
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