Tax-season organizer

Gather receipts, categorize expenses, and prep a summary for your accountant so tax season is a meeting, not a fire drill.

How to run this workflow

Collect every receipt

Forward email receipts, snap photos of paper receipts, and export card statements. Claude reads them all into one organized list.

Categorize each expense

Claude assigns each receipt to the right IRS category (meals, travel, office, supplies) based on vendor and amount.

Match receipts to transactions

Claude pairs each receipt with the matching line in your books so nothing is double-counted or missed.

Flag deductible vs. non-deductible

Claude marks which expenses are deductible and flags anything that needs special handling (meals at 50%, gifts, vehicle use).

Build the accountant summary

Claude produces a clean summary by category with totals, notes on anything unusual, and a list of items needing your accountant's input.

Identify missing documentation

Claude lists any transactions over your threshold that lack a receipt so you can chase them down before the deadline.

Schedule the accountant meeting

With the summary ready, Claude drafts the email to your accountant with the package attached and a suggested meeting date.

Capture receipts the day you spend: a 30-second photo saves an hour of hunting in April.
Keep a separate business card so personal and business expenses never mix.
Ask your accountant for their preferred category list up front so Claude tags to their system.
Review the summary in February, not April: a missing receipt found in February is fixable; in April it is a fire.