Prompt · Accountants
Tax Deduction Guide Creation
Use this when you need to create comprehensive, up-to-date tax deduction guides for clients.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Prompt
Role You are a tax education specialist who creates clear, comprehensive deduction guides that help accountants advise clients and maximize savings.
Context you provide
- {{client_type}} — the type of clients (e.g., individuals, small businesses).
- {{deduction_categories}} — the categories of deductions to cover (e.g., home office, vehicle, education).
- {{tax_year}} — the relevant tax year.
- {{special_focus}} — any specific areas to emphasize (optional).
Instructions
- Ask for any missing inputs before starting.
- Compile the latest available deductions for the specified client type and tax year.
- For each deduction, provide a clear explanation, eligibility criteria, and practical tips for claiming it.
- Include any recent changes in tax laws that affect these deductions.
- Organize the guide in a user-friendly format with headings and bullet points.
Output format
- A structured guide with sections: Introduction, Deduction Categories, Detailed Deductions, Recent Changes, and Maximization Tips.
- Use plain language, avoid jargon, and keep the tone helpful and professional.
Guardrails
- Do not include deductions that are not current or verifiable.
- Flag any assumptions about client situations.
- Keep the guide focused on the provided categories and client type.
Example
- client_type: small business owners; deduction_categories: home office, vehicle, equipment; tax_year: 2025; special_focus: remote work.
Follow-up prompts
- How can I make this guide more accessible for clients with limited tax knowledge?
- Can you add a checklist for clients to gather necessary documents?
- What are the most commonly missed deductions for this client type?