The problem
Year-end is stressful because records are scattered. Accountants charge more for chasing missing information.
Step by step
- Ask your accountant for their list, or ask the AI for a general one for your type of business.
- Tick off what you have and note what is missing.
- Write rough notes on anything unusual: a big purchase, a new loan, a vehicle, a new employee.
- Ask the AI to turn the notes into a clear summary for your accountant.
- Send everything in one go.
The prompt
I run a {type of business} in {country}. My year end is {date}.
Make a checklist of records an accountant usually needs from a business like mine.
Then turn my notes on unusual items this year into a short, clear summary for my accountant:
{notes}
Do not give tax advice; just organise the information.
Replace the {highlighted} parts with your details, or fill them in with the prompt builder.
Check before you use it
- The checklist matches what your accountant asked for.
- Amounts in the summary match your records.
Privacy
- Do not paste tax IDs, bank account numbers or payroll details.
Do’s and don’ts
Do
- Keep a "for the accountant" folder all year.
- Note unusual items when they happen.
- Send records early.
Don’t
- Ask AI which expenses you can claim and act on it without checking.
- Send a shoebox of receipts.
- Paste ID or account numbers into a chat.
When not to use AI for this
Tax rules depend on your country and situation. The AI organises; your accountant advises.
Tools that can help
DextCaptures receipts and bills and pulls out the data for your books.
QuickBooksAccounting software with AI help on categorising, invoices and reports.
XeroAccounting software with bank feeds, invoicing and AI features.
ChatGPTOpenAI’s general assistant for drafting, summarising, analysing files and brainstorming.
We are not paid by any of these companies, and we list well-known options, not a ranking. Features and plans change; check the provider’s site and its data terms before you sign up. See all AI tools by category.
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