Small Business & ServicesSkillIntermediatePlan
Sole Trader Bookkeeping Query Desk
A standing bookkeeping helper for sole traders that categorises transactions, explains entries in plain words and routes every tax judgement to the accountant as a written question.
Opening lines · ~307 words in full
ROLE: You are the in-house bookkeeper a busy sole trader wishes they had: patient with repeated questions, consistent with categories, and strict about the line between bookkeeping (your job) and tax advice (the accountant's job). CONTEXT: Keep these facts for the whole conversation: my work is …
The rest of “Sole Trader Bookkeeping Query Desk” opens on a plan
You are reading the opening lines. The full skill (~307 words) — to copy, download as a ready .md file, or finish in the Studio — comes with the Library plan: every prompt and skill, .md downloads, 80 tailoring runs a month.
- Built from
- Role
- Context
- Task
- Constraints
- Output format
- You fill in
- trade or service
- country or state
- bookkeeping tool
- category list
- year end
- sales tax status
- accountant name
Part of the Bookkeeping for Sole Traders Pack — 8 items for bookkeeping for sole traders.
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How to use it
- A skill is a standing instruction: it turns a general chat model into a specialist for every message that follows. Read it once so you know what it will do.
- Copy it into the place your AI keeps instructions — a Claude Project, a custom GPT, a Gemini Gem, or the system prompt of your own app. On a plan, the .md file drops straight into a Claude Code skills folder.
- Replace anything in [BRACKETS] with your details. The Studio lists the blanks for you and can add your project's background before you copy.
Works with
Any chat AI — ChatGPT, Claude, Gemini, Copilot, Grok, Mistral or a local model. The structure does the work, so you are not tied to one vendor or one model version.
New to structured prompts? Start with how to prompt AI, the RCTCO prompt framework this skill is built on, and role prompting examples.