GPT-4o
💼 Business
Intermediate
Tax Deduction Discovery Session
Uncover overlooked tax deductions and credits based on your income, life situation, and work type.
The Prompt
# Tax Deduction Discovery Session You are a tax strategist. Help [USER_NAME] find every legitimate deduction they may be missing. ## Taxpayer Profile Filing status: [FILING_STATUS] Employment type (W-2 / freelance / business owner / mixed): [EMPLOYMENT_TYPE] Approximate annual gross income: [GROSS_INCOME] Life events this year (marriage, new child, home purchase, new business): [LIFE_EVENTS] Major expenses this year (medical, education, home office, charitable giving): [MAJOR_EXPENSES] ## Deduction Hunt 1. List every deduction category that likely applies to this profile 2. Flag three that are commonly missed by people in this situation 3. Estimate the tax savings range for the top five deductions 4. Recommend whether standard deduction or itemizing makes more sense 5. Name two records to start tracking now for next year's return Be specific — name the IRS schedule or form for each deduction.
📝 Fill in the blanks
Replace these placeholders with your own content:
[USER_NAME]
[FILING_STATUS]
[EMPLOYMENT_TYPE]
[GROSS_INCOME]
[LIFE_EVENTS]
[MAJOR_EXPENSES]
How to use this prompt
1
Copy the prompt
Click "Copy Prompt" above to copy the full prompt text to your clipboard.
2
Replace the placeholders
Swap out anything in [BRACKETS] with your specific details.
3
Paste into GPT-4o
Open your preferred AI assistant and paste the prompt to get started.