Claude Code gathered charitable contributions and itemized deductions from sheets, email and statements and built a Schedule C; some categorizing stayed manual.
Claude Code gathered charitable contributions and itemized deductions from sheets, email and statements and built a Schedule C; some categorizing stayed manual.
Chris Blattman built Claude Code skills: one searches Gmail for tax documents, downloads attachments, pulls out key figures and tracks what's missing. Another compiles deductions from a charitable-giving Google Sheet, email receipts and card statements into spreadsheets ready for tax software. It also built a Schedule C for his consulting income. He eyeballed card statements to flag medical and childcare charges, and entered the figures into tax software himself.
He says the work took about three hours, versus roughly $1,000 for an accountant. Sorting, filtering and CSV parsing went well, but medical and childcare categorizing stayed manual.
Read the privacy page first: local file contents are sent to Anthropic's API when Claude reads them, so never paste SSNs or bank account numbers.
Look through [spreadsheets, email export folder, and statements folder] for [year] and compile my charitable contributions and other itemized deductions into one spreadsheet with date, payee, amount, and source file. Then draft a Schedule C from my business income and expenses, marking any lines you couldn't categorize with confidence. Finish when I have both files and a list of open questions for me to resolve.
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