Generate Final Tax Summary Table for Your Accountant
Use this as the final step to generate a clean, copy-ready table formatted for your accountant, with depreciation-flagged items separated out.
The Prompt
Produce the final summary table with three columns: Category | Total Amount | Notes. List categories in Schedule C order. Include a separate line item for any asset purchase over $2,500 — these may require depreciation treatment.
From the guide
How to use AI to prepare a simple end-of-year tax summary document your accountant can actually use without a bookkeeper →Related Prompts
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Use this as a follow-up instruction when the AI's draft sounds too corporate or formal for a trade or hands-on service business. Swap in your own business type as needed.
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