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Prepare S-Corp tax filings from bookkeeping data

Claude Code wrote scripts parsing QuickBooks and bank statements, and Codex reviewed the code and caught errors like a wrong Schedule L mapping.

Time saved
Not reported
Setup time
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Running cost
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Cost range
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Use case overview

Claude Code wrote scripts parsing QuickBooks and bank statements, and Codex reviewed the code and caught errors like a wrong Schedule L mapping.

Reported experience

  1. What they did

    The author put QuickBooks exports and bank statements in a private Git repo. Claude Code (Opus 4.6) wrote Python scripts that parse the data and compute the S-Corp forms. Codex, on a high-reasoning model, reviewed the scripts, and the two went back and forth until they agreed the code was right. The author directed the work and checked the results.

  2. How it went

    Codex flagged three findings on the 1120S scripts. The worst was a Schedule L Line 18 computed from total liabilities rather than other current liabilities. The author also found his own 2025 bookkeeping mistakes.

  3. Worth knowing

    The author has used a CPA since 1996 and describes directing and checking the work himself. The post gives no cost or time figures and does not say whether the filings were submitted.

Example prompts

Try with Claude Code
In [folder], write scripts that parse my QuickBooks export and bank statements for [year] and produce the figures needed for my S-Corp return (income statement, Schedule L, and shareholder items). Then review your own code and numbers against the source data and list any mismatches or mappings you're unsure about. Done means a summary file of figures, tied back to source rows, that I can hand to my accountant.
Money, Bills & Benefits

Extract receipt data for freelancer bookkeeping

An app built with Claude Code extracts vendor, date, total, tax and line items from receipts, including foreign-currency ones at historical exchange rates, for freelancers and small businesses.

Claude Code