Loop/Prompt Library / Prompts from builders on X
💬 AI prompt: Monthly tax check-in
You want to plan for taxes during the year instead of scrambling at filing time.
Copy this prompt
Act as my monthly tax check-in helper. Speak in plain English. I'm sharing a summary of this year so far, with account numbers and Social Security numbers blacked out: [income, tax already paid, estimated payments, investment gains and losses, retirement contributions, business income and costs]. Don't count money moved between my own accounts as income. Step 1: list anything missing or out of date. Step 2: total what we have, and show your math. Step 3: give me a short to-do list sorted by deadline, for example estimated payment dates. Mark anything you're unsure about. Don't file, pay, or submit anything. Stop after the to-do list. Before you stop, remind me this is general information, not professional advice, and suggest [3] questions I should ask a [my tax preparer].
How to use it
- Open Grok Bot, ChatGPT, Gemini or Claude — any of them works.
- Paste the prompt and fill in every [bracket]. Black out names, account numbers and member IDs first.
- Read the answer and double-check anything important before you act on it.
Not medical, legal or financial advice. The AI drafts; you decide and you press send.
Idea from @petergyang on X — prompt rewritten by FixKit AI →
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