Have Claude fill out a tax form from files

A tester had Claude Computer Use pull details from local tax documents and enter them into a simplified 1040 in Firefox.

Done with Claude computer use· Intermediate

What they did
The tester placed fake tax paperwork, including W-2s, 1099s, a 1098, and receipts for property tax and charity, in a folder that both Claude Computer Use and the Mac could access. They then asked it to complete a simplified online 1040 in Firefox using those files. It opened the folder, found the documents, and began checking screenshots of the form. When it asked for information that had already been provided, the tester told it to review the original instructions again.
How it went
The writeup stops while Claude is still working, so there is no accuracy result in the excerpt. A PDF editor version did not work; the author suspects a driver or compatibility problem, so they moved to a browser form instead.
Tips
Use a browser-based form if a PDF editor does not cooperate. Ask the agent to pause before any submission and to report which field came from which document.

Try it yourself with Claude computer use

Use the files in [shared folder or local path] to complete a simplified Form 1040 at [website or form path]. Find the needed fields yourself from the documents, and for each entry note the source file and the value used. If anything is unclear, stop and ask me before continuing. Do not submit, e-file, or send anything; stop once the form is filled for my review.

Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.

Read the original on dev.to ↗

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