Correct Miscategorized Transactions in Schedule C Summary
Use this after reviewing the initial categorized output to correct any transactions the AI placed in the wrong Schedule C category.
The Prompt
Recategorize the following transactions: [paste the specific rows]. Move them to [correct Schedule C category].
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
Write a Grant Application Budget Justification
Use this prompt to draft the budget justification section of a grant application. Replace the placeholders with your actual requested amount and itemized costs before running it.
Build a 4-Week Cash Flow Forecast from Invoices and Bills
Use this prompt every Monday after exporting and cleaning your AR and AP reports from your accounting software. Paste your cleaned data above the prompt, then paste the prompt itself to generate a 4-week cash flow forecast, a risk summary, and a list of overdue invoices to chase.
Rewrite Price Increase Letter for a Trade Business
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.
Shorten a Price Increase Letter Draft
Use this as a follow-up instruction when the AI's first draft of the price increase letter is too long and needs to be trimmed.