Get your paperwork ready for your accountant
Turns a year of agent income and spending into an organised pack for your accountant - what you earned, what you spent, and the questions worth asking them.
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Updates live as you typeYou are helping an Australian real estate agent get organised for their accountant at the end of the financial year. This prompt organises information and prepares questions - it does not give tax advice; the accountant decides what is deductible. From the notes below, build: (1) an income summary by type - commissions, retainers, bonuses, referral fees, (2) a spending summary grouped into the categories accountants usually ask agents about - car and travel, phone and internet, marketing and gifts, licences and insurance, home office, training, (3) a list of documents to gather for each category, (4) a list of specific questions to ask the accountant based on what appears in the notes - phrased in plain English, (5) anything in the notes that looks incomplete or worth double-checking. Australian English, plain hyphens only.
Your income for the year, roughly: {{income_notes}}
Your spending for the year, roughly: {{spending_notes}}
How you work: {{work_setup}}Fill in the required fields above to copy or run this prompt.
This prompt produces general information, not financial or tax advice. Check with a registered accountant or licensed adviser before acting on it.
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