Receipts and refunds mixed together? Deduplicate first

Use Gemini web to reconcile fictional receipts, duplicate scans and refunds with source IDs, producing net totals and unresolved records, not tax deductions. Prompts are untested; results require human review.

Execution environment and usage

AI / software

Gemini

Where to operate

Ordinary text chat in the Gemini consumer web app at gemini.google.com. This card uses manually supplied text only.

Getting started

  1. Prefer an adult personal Google account and check regional/account eligibility first. Do not buy a plan for this exercise.
  2. Paste the fictional fixture into ordinary chat, or substitute authorized de-identified short text. Connect no external services.
  3. Compare output with the human acceptance checks. Preserve errors, gaps and unknowns for review.

Setup and plan requirements

Official web documentation checked 2026-11-12 lists Hong Kong, Macau and Taiwan, plus Simplified, Traditional and Hong Kong Chinese and English. This exercise recommends an adult personal Google account. Child, school and work accounts require separate eligibility, administrator and plan checks; availability is not assured for every account.

Prompt portability limits

Start with standard free access; no subscription is required for this card. Taiwan advertises NT$0/month for free access. Local Hong Kong/Macau paid prices are unverified, so no local paid price is promised. Compute limits vary with model, complexity and conversation length, including five-hour and weekly caps; no fixed number of prompts is guaranteed. Wait if limited rather than assuming an upgrade is needed. Mobile, API, CLI and the original automation have separate eligibility, account and cost requirements.

Usage limitations

Documentation review is not a test from the three regions. Prompts, account access, model output and the original full workflow were not tested. Use fictional or de-identified data, never confidential inputs; some data can receive human review. Disabling activity is not zero retention: relevant chats can remain for 72 hours and undergo safety review. A person must verify outputs; text advice is not execution.

Environment sources

適用情境 / When to use

Use Gemini web to reconcile fictional receipts, duplicate scans and refunds with source IDs, producing net totals and unresolved records, not tax deductions. Prompts are untested; results require human review. Fictional fixture, not a real usage record: R1 invoice A HKD 100; R2 second scan of invoice A, same date/vendor/amount; R3 refund HKD 30 explicitly linked to A; R4 invoice B HKD 50; R5 refund HKD 10 with no matched invoice.

步驟 / Steps

  1. Preserve input conditions and existing labels and use the fictional fixture with the parameterized prompt in text chat.
  2. Human check: retain R2’s source but mark duplicate. A net 70 and B net 50 give matched-invoice net 120. R5 remains unmatched. Net outflow over all unique transactions is 110. Do not conflate the totals or claim tax deductibility.
  3. If output fails a check, record the discrepancy and revise the request for human review. Never present an expected answer as observed model output.

提示詞 / Prompt

Structure [de-identified transaction text] into [source ID, transaction ID, currency, amount, type, linked ID, evidence, status]. Do not count duplicate scans twice. Offset a specific invoice only with linked refunds; list unmatched refunds separately. Distinguish matched-invoice net from all-transaction net outflow. Infer no tax eligibility; never sum different currencies.

Fictional fixture, not a real usage record: R1 invoice A HKD 100; R2 second scan of invoice A, same date/vendor/amount; R3 refund HKD 30 explicitly linked to A; R4 invoice B HKD 50; R5 refund HKD 10 with no matched invoice.

留意事項 / Cautions

  • Platform and region: ordinary Gemini web text chat. Official lists include Hong Kong, Macau, Taiwan, Chinese variants and English. Documentation checked 2026-11-12; local connections were not tested.
  • Plan and account: prefer an adult personal account. Standard free access is a starting point, with variable usage caps and no required subscription. Taiwan advertises NT$0/month free access; Hong Kong/Macau paid prices are unverified. No particular model or prompt count is guaranteed. Work, school and child accounts need separate checks.
  • No original toolchain is connected. Web availability does not establish mobile, API, CLI or original-automation access. Never supply confidential data. Activity-off chats can still remain for 72 hours and receive safety review.
  • The source tax context does not establish HK/Macau/Taiwan tax rules. This is record organization; consult qualified help for actual tax decisions. Upload no account or identity identifiers.

來源限制 / Evidence limits

The original source provides inspiration, not validation of this exercise. Its toolchain, regional services and plans have not been reproduced. This card uses only the documented Gemini web text environment. The source describes organizing transactions/receipts and spreadsheets with human review in a US tax context. Duplicate scans and refunds are editorial fixtures; source tax rules are not applied here. Original publication date: unknown; checked: 2026-11-12.

流程說明 / Workflow note

Original editorial adaptation, not a newly discovered use case or the source author’s verbatim workflow. Source-reported outcomes do not guarantee this exercise. Prompts were not tested. Adapted from this existing case: https://hkfrees.com/ai/case/reported-tax-records/?lang=en Use Gemini web to reconcile fictional receipts, duplicate scans and refunds with source IDs, producing net totals and unresolved records, not tax deductions. Open this card’s title for the official environment-source links and human acceptance steps on its full case page.

原始工具組合 / Original tool stack

Claude Code

Source checked: 2026-11-12

Chris Blattman: Using Claude Code for Tax Season