Let your own AI assistant set up your plan for you. Give it the instructions and a
starter prompt below; it interviews you and hands back your plan as JSON. Paste that JSON here to
open TaxMetric with everything already filled in.
Start here — set up with your AI
Download the instructions and copy the starter prompt below.
Open your AI assistant (Claude, ChatGPT, Gemini…), attach the instructions file,
and paste the starter prompt. Answer its questions.
It gives you a plan as JSON — copy that, then paste it in the box
below and press Build my link.
You hand your AI the instructions + starter prompt; it interviews you and writes a plan as JSON.
You paste that JSON above and press Build my link.
Click Open my plan in TaxMetric — the plan loads and runs automatically.
Nothing is uploaded — your AI does the interview, and this page just packages the result into a
link. You can change every value in TaxMetric afterward.