← All use cases

Sales Tax & Admin

Sales tax period totals from your notes

Turn handwritten sales notes or spreadsheets into period totals, broken out by payment type and taxable versus marketplace-collected sales.

Works with: Grok BotClaudeChatGPT Agent

Steps

  1. Photograph notepad pages or export your sales sheet.
  2. Tell the agent the filing period.
  3. It totals sales and separates marketplace-collected sales.
  4. Review before filing with your state.

Copy-paste prompt

Here are my sales notes for [PERIOD]. Total gross sales by month and by payment type (cash, card, app). Separate sales where a marketplace (eBay, Etsy, Poshmark) collected the tax from sales I made directly. Show the direct taxable total I may need to report. Mark any page or line you could not read. I will confirm with my tax preparer before filing.

Replace the [BRACKETS] with your own details. Always review before an agent sends, buys, or posts anything for you.

Get new reseller workflows weekly

Related