Do bookkeeping and tax prep from a folder of documents
Cowork sorted tax documents, built a bookkeeping spreadsheet, estimated refunds, flagged missed deductions and wrote a briefing for the tax preparer.
Done withClaude Cowork
- What they did
- Cowork was pointed at a Taxes folder holding W-2s, 1099s, bank CSVs, mortgage docs and prior-year returns. It sorted files into year/category subfolders, built Context.md, created a master spreadsheet with income/expense/write-off tabs, produced tax summaries with refund estimates and flagged deductions, generated an accountant briefing, and listed discrepancies plus a checklist. User supplied the folder contents and one setup prompt.
- How it went
- Delivered a complete organized workspace and briefing that replaced manual sorting, saving 6-8 hours with cleaner output than previous accountant handoffs.
- Worth knowing
- Source includes the exact starter prompt used to launch the workspace.
Try it yourself with Claude Cowork
Go through the folder [folder path] of my tax documents for [tax year]. Sort the files by type, build a bookkeeping spreadsheet of income and expenses, estimate my likely refund or amount owed, and flag any deductions I may have missed. Finish with a one-page briefing for my tax preparer listing open questions. Don't delete or rename my original files.
Source: X · Undated
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