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Do your taxes with an accounting skill

Build an accounting skill for your specific business type — it remembers your deduction patterns year over year.

by @whitney · recommended tool Claude · 0 unlocks

You'll need

CLAUDE SKILLS

xlsx

CONNECTORS

Google Drive

EXAMPLES · WHAT THIS PROMPT PRODUCES

Sample output

**2025 tax prep walkthrough — Sole proprietor (Schedule C), graphic design LLC**

**Step 1 — Income.** From your uploaded 1099-NECs and bank deposits, gross receipts = $148,200. Reconciled against your invoicing log; a $2,400 deposit on Dec 29 appears to be a 2026 retainer paid early — flagging in case it should be deferred (cash-basis: report in 2025).

**Step 2 — Expense categorization (Schedule C lines):**
- Line 8 Advertising: $3,100
- Line 18 Office expense (software/Adobe/Figma): $4,920
- Line 27a Contract labor (subcontractor): $11,500 → **missing a W-9/1099 for "J. Pena, $6,000"** — file 1099-NEC before deadline.
- Line 30 Home office: 180 sq ft / 1,400 = 12.9% → simplified method = $900.

**Step 3 — Deductions you might miss:**
- Self-employed health insurance (Line 17 of Schedule 1): you uploaded premiums of $7,080 — deductible.
- QBI deduction (Form 8995): ~20% of qualified business income, est. $24,100.
- Half of SE tax: ~$10,470 deductible.

**Step 4 — Output:** clean worksheet with net profit ($112,260 est.) and the exact line items to key into TurboTax Self-Employed. Note: supplements a CPA — get a review given the early-retainer and contractor 1099 items.

PRICE HISTORY0 cr · current

PROMPT TEMPLATE · v1.0.0

I'll upload: income statements, expense logs, prior-year return.
Walk me through my <TAX_YEAR> tax prep step-by-step.
Categorize expenses, flag missing documentation, surface deductions I might miss.
Produce: a clean worksheet + the specific line items to enter in <SOFTWARE/FORM>.
Note: this supplements a CPA, doesn't replace one for complex situations.