Know What's Happening in AI

The "Tax Prep" Sorter

The author, an AI workflow consultant, shares a prompt called the "Tax Prep" sorter that uses large language models to categorize a year’s worth of digital receipts into clean JSON. The tool extracts key fields such as date, merchant, amount and tax category, streamlining the data‑entry phase of tax preparation. While the solution dramatically reduces manual sorting, the author stresses it is not a substitute for professional tax advice. The post positions the sorter as a practical aid for freelancers and small businesses handling messy receipt streams.