Compile deductions and Schedule C with Claude Code
Claude Code gathered charitable contributions and itemized deductions from sheets, email and statements and built a Schedule C; some categorizing stayed manual.
Done withClaude Code
- What they did
- 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.
- How it went
- 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.
- Worth knowing
- 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.
Try it yourself with Claude Code
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.
2 more accounts of this
Source: claudeblattman.com · Undated
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