Tax season used to stress me out every single year.
I would promise myself I’d enter receipts monthly… and then by April or May, I’d fall off. Fast forward to January and I’d be in full panic mode trying to organize everything for my CPA.
This year I tried something different.
In this short episode, I walk you through exactly how I used ChatGPT to:
Extract text from receipt photos
Categorize expenses by deduction type
Organize farm and business receipts separately
Calculate totals by category
Prep everything for my CPA in about two hours
⚠️ Important: AI can make mistakes. I share how I double-checked everything and why you should never skip verification — especially when it comes to taxes.
If you’re a busy mom entrepreneur juggling farm life, business, and family, this might save you hours during tax season.
What I Did (Step-By-Step)
Took photos/screenshots of all receipts (farm + business kept separate)
Uploaded receipts into ChatGPT (5–10 at a time)
Gave ChatGPT my deduction categories first
Asked it to:
Extract title + price
Categorize each expense
Copied results into a Google Doc
Uploaded the completed document back into ChatGPT
Asked it to total spending per category
Entered those totals into my bookkeeping software
Sent everything to my CPA
What would have taken hours of manual entry took about two hours total.
Important Reminders
AI can make mistakes — always double-check numbers
Keep your original receipts (I store mine digitally)
Don’t rely on AI blindly for tax-related tasks
Verify math before sending anything to your CPA
Taxes require precision.
You can link these:
Timestamps
00:00 Tax Season Stress + AI Disclaimer
01:22 Who I Am + What This Podcast Is
01:59 The Receipt Upload Hack
02:45 Setting Up Deduction Categories
03:52 Keeping Digital Receipts for Audit Safety
04:49 Using ChatGPT to Total Categories
05:37 Time Saved + Accuracy Warning
06:53 Wrap-Up
Want to follow more of our journey as we learn to steward what God has given us and leave a legacy for our children? Go listen to and follow The Woman of Courage Podcast: https://pod.link/1712675371