Loop/Prompt Library / Money and bills: stop overpaying
💬 AI prompt: Organize your tax documents for your preparer
Tax season is a shoebox of PDFs.
Copy this prompt
This folder has my tax documents. Make a table: file name, document type, tax year, issuer, key amounts. Then list documents that are usually expected but missing. Don't give tax advice or file anything. Stop after the table and missing list.
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.
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