50 | ChatGPT Took the Stress Out of My Tax Season: A Faster Way to Categorize Receipts and Total Deductions

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 photosCategorize expenses by deduction typeOrganize farm and business receipts separatelyCalculate totals by categoryPrep 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 firstExample: animal feed, fertilizer, supplies, etc.Asked it to:Extract title + priceCategorize each expenseCopied results into a Google DocUploaded the completed document back into ChatGPTAsked it to total spending per categoryEntered those totals into my bookkeeping softwareSent everything to my CPAWhat would have taken hours of manual entry took about two hours total.Important RemindersAI can make mistakes — always double-check numbersKeep your original receipts (I store mine digitally)Don’t rely on AI blindly for tax-related tasksVerify math before sending anything to your CPATaxes require precision.You can link these:ChatGPT (Paid Version recommended for higher upload limits)https://chat.openai.comGoogle Docs (for organizing extracted data)https://docs.google.comTimestamps00:00 Tax Season Stress + AI Disclaimer01:22 Who I Am + What This Podcast Is01:59 The Receipt Upload Hack02:45 Setting Up Deduction Categories03:52 Keeping Digital Receipts for Audit Safety04:49 Using ChatGPT to Total Categories05:37 Time Saved + Accuracy Warning06:53 Wrap-UpWant 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 Get full access to AI For Mompreneurs at samanthawelchai.substack.com/subscribe