Which AI agents do your taxes?
Updated Oct 22, 2026: 13 real examples of people using an AI agent to do your taxes. This page lists 10 of them, the ones described in the most separate accounts, each with a link to the original source. They are reports of what someone did, not advice.
Part of Money, Bills & Benefits.
Examples
Draft a tax filing from bank statements with Claude Code
A roundup of user reports, including one who had Claude Code draft a tax filing from bank statements and invoices, and another who organized 1,400 screenshots.
Claude Code4 accounts
Fill forms and review tax filings with Codex computer use
Secondhand accounts of OpenAI staff using Codex computer use for forms and PDFs, including one tax filing review that caught an error worth thousands.
Codex3 accounts
Fill in a tax organizer and review last year's return
Claude in Chrome captured the organizer's fields and entered data, Claude Code filled them in, and Claude reviewed the prior return; it sometimes claimed work was done without the info.
Source on theautomatedoperator.substack.com
Claude in ChromeClaude Code3 accounts
Prepare federal and state tax returns from a folder
A Redditor pointed Claude at their tax folder and asked it to do their taxes; they say returns for 2024 and 2025 came back in 15 minutes and matched TurboTax, but needed mailing.
Claude3 accounts
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.
Claude CodeCodex3 accounts
Calculate US taxes from 1099s and brokerage statements
A poster saw a GPT Agent handle tax work and built a case study where ChatGPT accurately computed US taxes from 1099s, a self-employed spreadsheet and brokerage statements.
File an income tax return through the tax portal
Claude Desktop agent filed the user's ITR-1: cross-checked salary against AIS, handled an employer switch, fixed validation errors, and submitted.
Do taxes by selecting the right invoices
The poster says they used GPT Agent for their taxes, reading invoices and picking the right ones.
Sort tax documents and fill IRS forms
Author had Claude sort wage forms, 1099s and brokerage summary, extract numbers, and fill blank IRS forms, but did not let it file via browser automation.
Catch up on two years of overdue Dutch taxes
Claude Code helped a person almost two years behind on taxes untangle expenses, look up receipts and invoices, and navigate the Dutch tax system.