Auto-categorise an Excel transaction column for sole trader tax

I am a sole trader with a year of bank transactions in Excel and I need them categorised for my tax return, not just BAS.

In Excel, open the workbook (Table format) and open Copilot.

Sheet and table: {{sheet_table}}
Description column: {{desc_col}}
Amount column: {{amount_col}}
Date column: {{date_col}}
Tax categories I want (ATO sole trader deduction categories): {{tax_cats}}
Personal-vs-business rules: {{personal_rules}}
Vehicle method (cents-per-km or logbook): {{vehicle}}
Home office method (fixed-rate or actual): {{home_office}}

Ask Copilot:

For every row in {{sheet_table}}:
1. Decide: business income, business expense, personal, or transfer.
2. If business expense, assign one of {{tax_cats}}.
3. Apply the {{personal_rules}}, {{vehicle}}, and {{home_office}} rules where relevant.
4. In a "Business %" column, put a percentage (e.g. 80% if I use the laptop 80% for work).
5. In a "Deductible AUD" column, compute amount x business %.
6. Flag anything ambiguous in a "For accountant" column with "Yes" and a one-line note.

Then output:
- Total income, total deductions, by category.
- The 10 highest-impact rows in "For accountant".
- The single biggest deduction category and what is in it.

This is preparation for my accountant, NOT a tax return. AU English. AUD.