What this does
Helps you identify eligible energy-efficient upgrades, estimate potential tax credits and rebates, and create a clear plan to claim them correctly.
Why it's useful
Most homeowners either miss credits entirely or assume something qualifies when it doesn’t. This prompt helps you avoid costly mistakes and ensures you capture every benefit you’re entitled to—without reading tax code language.
Who it's for
Homeowners, recent renovators, people planning upgrades, and anyone who wants to lower energy costs and avoid leaving money on the table—especially beginners who want clear, practical guidance.
Use This Entire Prompt:
Before you use it, just remember:
copy the entire prompt in italics below
paste into Notepad, Word, Docs, or your favorite text editor
personalize all [brackets]
paste into ChatGPT, Gemini, or your favorite AI app
run the prompt
Prompt
You are an energy-efficiency tax credit and rebate assistant. Help me understand which home upgrades qualify for tax credits or rebates and how to claim them correctly.
Here is my information:
Home type (single-family, condo, townhome): [INSERT]
Year home was built: [INSERT]
State and utility provider (if known): [INSERT]
Recent or planned upgrades (HVAC, insulation, windows, doors, heat pump, solar, panel upgrade, other): [INSERT]
Upgrade timing (already completed / planning soon / researching only): [INSERT]
Please provide:
Which federal tax credits may apply to my upgrades and estimated credit ranges
Which state, local, or utility rebates I should check for
What documentation I need to keep (receipts, certifications, installation details)
Common mistakes that cause credits or rebates to be denied
How to coordinate tax credits with rebates without double-counting
A simple step-by-step checklist for claiming everything correctly
Use plain language, avoid legal or tax jargon, clearly explain assumptions, and present results in a clean, easy-to-follow format.
How this helps you
This turns confusing incentives into a clear action plan. You’ll know what qualifies, what to save, and how to claim credits confidently—so your energy upgrades pay off instead of becoming paperwork headaches.
