# Organize a year of receipts into an expense and tax summary

Forward receipts to one inbox and an agent sorts them into categories, totals them by month, and builds a summary your accountant can use.

- Blaze Score: 54/100
- Proof: Blaze Fish recipe
- Difficulty: Intermediate
- Tools: Claude, Zapier
- Setup time: 1 hr
- Monthly cost: $20/mo
- Saves: a weekend at tax time
- URL: https://www.blazefish.com/use-case/organize-a-year-of-receipts-into-an-expense-and-tax-summary/

### Steps

1. Create a receipts-only email address or label.
2. With Zapier, send each new receipt email or attachment to the agent.
3. Have the agent extract date, vendor, amount, tax and a category.
4. Add each row to a spreadsheet.
5. Monthly, run the summary prompt; at year end, run the accountant summary.
6. Your accountant makes the final call on categories and deductions.

### Prompt

```
Extract from this receipt: date (YYYY-MM-DD), vendor, total, tax, currency, payment method (last 4 digits only), and the best category from this list: {{categories}}. If a field is unclear, write "check". Return one JSON object.

RECEIPT:
{{receipt_text}}
```