Claude Code
Best for: Serious work on real repos
Anthropic's agent for your terminal, IDE and desktop. Reads the whole repo, runs commands and tests, and handles large multi-file changes well.
Visit Claude Code ↗Home / Use case
Prepare your tax numbers for a return
“I want to get my tax return mostly ready before I file or see my preparer.”
AI can gather income and deduction figures from your documents and fill a worksheet for you or your preparer to review. Check this year's rules — not tax advice. You file it.
Fix it yourself in 3 steps
- Gather this year's tax forms, last year's return, and records of deductions.
- Ask the AI to build a worksheet of income, deductions and credits, citing which document each number came from.
- Review with your preparer or tax software, and file yourself.
Copy this prompt
Using these documents [list, IDs blacked out], build a tax worksheet for [year]: each income item, deduction and credit, with the source document for every number. List items that need a decision or more paperwork. Note which rules I should double-check for this year. Not tax advice — don't file or submit anything. Stop after the worksheet.
Fill in the [brackets]. Each prompt says when the AI should stop, so it doesn't wander off.
Agents people used for this: Claude Code, Claude, Claude in Chrome, Codex.
Inspired by real examples collected at agentusecases.ai.
📚 14 real stories of people doing this with AI agents
- Build a personal tax refund calculator instead of paying a CPA · Claude Code
- Catch up on two years of overdue Dutch taxes · Claude Code
- Check taxes against receipts and bank statements · Claude
- Compile deductions and Schedule C with Claude Code · Claude Code
- Draft a tax filing from bank statements with Claude Code · Claude Code
- File a complex tax return with OpenClaw · OpenClaw
- File an income tax return through the tax portal · Claude
- Fill forms and review tax filings with Codex computer use · Codex
- Fill in a tax organizer and review last year's return · Claude in Chrome | Claude Code
- Fill out a Form 1040 with computer use · Claude computer use
- Prepare S-Corp tax filings from bookkeeping data · Claude Code | Codex
- Prepare and file overdue German VAT statements · Claude Cowork | Claude in Chrome
- Prepare federal and state tax returns from a folder · Claude
- Sort tax documents and fill IRS forms · Claude
Collected at AgentUseCases.ai.
Black out account and card numbers before sharing anything. Never give an AI your bank password — export statements instead. AI drafts; you approve and send. Not financial, legal or tax advice.
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