Loop/Prompt Library / Money and bills: stop overpaying
💬 AI prompt: Prepare your tax numbers for a return
I want to get my tax return mostly ready before I file or see my preparer.
Copy this prompt
Using these documents [list, IDs blacked out], build a tax worksheet for [year]: each income item, deduction and credit, with the source document for every number. List items that need a decision or more paperwork. Note which rules I should double-check for this year. Not tax advice — don't file or submit anything. Stop after the worksheet.
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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