This Skill helps Claude turn a folder of tax documents into a mostly-complete filing workflow: read the source docs, compute the return, fill the forms, and hand back a clear summary of what to review before filing.
- Reads W-2s, 1099s, brokerage statements, and prior-year returns
- Asks the missing filing questions Claude needs to finish the return
- Computes federal and state tax results, including capital gains and carryovers
- Downloads official blank PDF forms and fills them programmatically
- Verifies outputs and returns a human-friendly summary of refunds, forms, and next steps
You have two easy options:
- Upload
tax-filing-skill.zipto Claude as a Skill. - Or just ask Claude to use the Skill at github.com/robbalian/claude-tax-filing.
Then point Claude at your tax documents folder and say something like:
Do my taxes using this Skill.
Start with a simple prompt:
Claude asks the follow-up questions needed to finish the return:
It works through the filing steps and keeps track of progress:
At the end, it gives you a clean summary of refunds, carryovers, and filled forms:
- Filled PDF forms in
output/ - A summary of federal and state results
- Any carryover values to save for next year
- A checklist of what to sign, review, and file
Skills are not just a single .md file anymore. They can also include scripts, code snippets, and example files, which makes them much more powerful.
Contributions are welcome via PR.