Job 5 of 16 · Outline

Turn messy creator income into a tidy tax summary

The problem

AdSense, brand deals, affiliates and gifted products all count. A monthly tidy-up saves a January panic.

What AI does

AI sorts your income and spending lines from different platforms into the categories you choose, so your records are tidy. It is not a tax adviser: an accountant or the official HMRC guidance answers tax questions (UK).

Time

Time: 20 minutes a monthTools: Google Sheets, ChatGPT, Copilot

The steps, in short

  1. Export your payouts and statements for the month.
  2. Remove account numbers and other sensitive details.
  3. Have AI sort the lines into your categories.
  4. Keep the table with your receipts, and use an accountant or the official HMRC guidance for tax questions.

A short sample prompt

I'm a UK creator. Sort these income and spending lines into my categories: [your categories]. Flag any line you can't place as [CHECK]. Give no tax advice. Lines (account numbers removed): [paste]

In the full playbook

  • 5 steps in full
  • The exact prompt to copy
  • A check-before-you-send list (3 points)
  • UK notes with official sources
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