Schedule C Organizer
Sort a year of business transactions into Schedule C lines and hand your preparer a clean package.
Not tax, legal, or investment advice.
A Preparer Package: income summary, expenses by Schedule C line with totals, a questions-for-your-preparer list, and a missing-records checklist.
If you file on Schedule C, the work is sorting a year of transactions into the right lines. This skill does the sorting and flags what it cannot place.
It handles the tricky areas (meals, vehicle, home office, equipment, mixed use) by collecting facts and open questions, never by deciding deductibility.
A licensed preparer reviews before filing. Nothing is filed or submitted by this skill.
- Tax year and filing type
- Bank and card transaction export
- Mileage log and home office measurements, if used
- Contractor names and totals
- Last year's return
- Filing type confirmation
- Income summary
- Expense table by line
- Tricky categories with open questions
- Books check
- Missing records checklist
- Questions for the preparer
Use now
Create a free account to see the prompt. Every account gets one skill free: the one for the desk you are stuck on.
Install for reuse
Check it works
- Paste the prompt into any AI chat.
- Paste ten short transactions and say you are a sole proprietor.
- Check each lands on a Schedule C line with a total.
- Check mixed items are listed as unsure, not forced.
- Pass if the output states a licensed preparer reviews before filing.
- First version, written for the MentorMe Store.