Organize tax files and prep a bookkeeping package
A developer used an agent to sort tax records, build a spreadsheet, estimate refund amounts, and assemble a handoff for a tax preparer.
- What they did
- They pointed Claude Cowork at a Taxes folder with W-2s, 1099s, bank CSVs, mortgage papers, and past returns. The agent grouped the files into year and category folders, created a Context.md file, and built a master spreadsheet with separate tabs for income, expenses, and write-offs. It also produced tax summaries with refund estimates, marked possible missed deductions, and drafted a briefing for the accountant along with a discrepancy list and checklist.
- How it went
- The result was a fully organized workspace plus a preparer-ready briefing that replaced manual sorting. It saved about 6-8 hours and came out cleaner than prior accountant handoffs.
- Tips
- Keep the original files untouched while the agent works, and ask for a final review list of conflicts or missing items. It helps to have the folder already gathered in one place before you start.
Try it yourself with Claude Cowork
Review the files in [folder path] for my [tax year] taxes. Sort them into clear year and document-type folders without deleting or renaming the originals. Build a bookkeeping spreadsheet with separate sections for income, expenses, and possible write-offs, then estimate whether I’m likely to get a refund or owe money. Flag any deductions, missing items, or inconsistencies you notice, and end with a short briefing for my tax preparer. Before you do anything that would change, send, submit, or remove information, pause and ask me to approve it first.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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