Bookkeeping and tax prep
Claude Cowork organized the author's tax documents, built a bookkeeping spreadsheet, and prepared a tax summary and an accountant briefing.
The author says it saved 6-8 hours and produced the most organized package they had given their accountant, including a discrepancy checklist.
Overview
How it was set up
Claude Cowork pointed at a local Taxes folder holding W-2s, 1099s, bank CSVs, mortgage docs, a business P&L, and last year's return. A Context.md file briefs Claude.
Worth knowing
Some numbers did not match and some documents were missing, so the author still had to track those down before the appointment.
A prompt to start from
Help me set up a bookkeeping workspace for my taxes. Organize the uploaded documents into a logical folder structure. Create a Context.md by reading them and pulling out filing status, income sources, business entities, preparer info, key numbers, and open questions. Then plan what documents I still need. Build a P&L CSV with an expenses tab and an income tab.
Written by Agentic Feats from the source. Not the author's exact prompt.
Sources 1
History
- Source published
- 2026-04-08
- Added to Agentic Feats
- 2026-10-13
- Pick
- No
- Markdown copy
- /c/bookkeeping-and-tax-prep-claude-cowork.md
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