Kitchen Table Agents
🧾 Household admin & bills

Tax document folder

A yearly prompt from our household admin & bills collection. Medium difficulty. Copy it, paste it into your AI assistant, and approve what it drafts.

The prompt

Filled in for 🌍 wherever you live
Through the year, collect forwarded receipts and statements I may need for my tax return into one list. Remind me before the local tax filing deadline. Check details with an accountant.

How do I use the “Tax document folder” prompt?

  1. Copy the prompt. Tap “Copy prompt”. It's filled in for your country; change it with the “Filled for” menu.
  2. Paste it into your AI assistant. Use ChatGPT, Grok, Claude, Gemini or another assistant you trust. If the prompt mentions your calendar, email or files, connect them or paste the details in.
  3. Make it a habit. This one is meant to run once a year. Use your assistant's scheduled tasks or reminders if it has them, or set a calendar reminder to paste it again.
  4. Approve before anything happens. Read what your agent drafts. Nothing should be sent, booked, bought or paid for without your yes.

Is it safe to let an AI agent do this?

This prompt is mainly about planning and drafting. Keep the house-rule line switched on when you copy and your agent is also told to ask before it sends, books, buys, pays for, deletes or shares anything.

Which AI assistants does it work with?

Any assistant that accepts a text prompt, such as ChatGPT, Grok, Claude or Gemini. Features like scheduled tasks or calendar access depend on your assistant.

More household admin & bills prompts

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Family photo backup routine

Set a monthly routine: remind me to back up phone photos from the last 30 days to [cloud/drive], flag duplicates, and suggest a short album title for the month. Do not delete or share anything without asking.
Details for Family photo backup routine