整理您的个人及顾问税务文件（W-2、1099表、租金费用、捐赠、出差），并为会计师生成即可审阅的CSV报告。由Claude代码驱动。

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这项技能的作用

• 读取PDF收据、发票、W-2表、1099表及电子表格导出
• 扫描您的文档并指导您完成业务线设置——无需手动创建文件夹
• 自动重命名并将文件分类到正确的文件夹中
• 计算出租物业折旧
• 比较出差的实际支出与GSA的每日津贴费率
• 生成附表E、W-2、1099、捐赠及商务出差CSV报告

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步骤1 — 安装Claude代码

Claude Code 是 Anthropic 推出的一个命令行工具。你需要先安装Node.js 18+。

安装Node.js（如果还没有）：https://nodejs.org — 下载LTS版本。

安装Claude代码：

登录：

按照提示使用你的Anthropic账号登录。如果你还没有账号，可以在[[T1]创建一个免费账号。

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第二步 — 安装所需技能

技能是Claude代码命令，存储在Markdown文件中。

Tax Organizer — Setup Guide

Organizes your personal and consultant tax documents (W-2s, 1099s, rental expenses, donations, business trips) and generates ready-to-review CSV reports for your accountant. Powered by Claude Code.

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What This Skill Does

• Reads PDF receipts, invoices, W-2s, 1099s, and spreadsheet exports
• Scans your documents and guides you through business line setup — no manual folder creation needed
• Renames and sorts files into the right folders automatically
• Calculates rental property depreciation
• Compares business trip actual expenses vs. GSA per diem rates
• Generates Schedule E, W-2, 1099, donations, and business trip CSV reports

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Step 1 — Install Claude Code

Claude Code is a command-line tool from Anthropic. You need Node.js 18+ installed first.

Install Node.js (if you don’t have it): https://nodejs.org — download the LTS version.

Install Claude Code:

npm install -g @anthropic/claude-code

Log in:

claude

Follow the prompts to sign in with your Anthropic account. If you don’t have one, create a free account at https://claude.ai.

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Step 2 — Install the Required Skills

Skills are Claude Code commands stored as Markdown files. This project needs three skills: pdf, xlsx, and the tax organizer itself.

Skills live in ~/.claude/commands/ (your home directory, works across all projects).

Create the commands folder:

mkdir -p ~/.claude/commands

Install the PDF skill

The PDF skill is included in this repository under skills/pdf/.

cp skills/pdf/SKILL.md ~/.claude/commands/pdf.md

Install the XLSX skill

The XLSX skill is included in this repository under skills/xlsx/.

cp skills/xlsx/SKILL.md ~/.claude/commands/xlsx.md

Install the Tax Organizer skill

cp SKILL.md ~/.claude/commands/tax-organizer.md

Verify all three skills are installed:

ls ~/.claude/commands/
# Should show: pdf.md  xlsx.md  tax-organizer.md

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Step 3 — Create Your Tax Year Folder

Create a dedicated folder for your tax documents. One folder per tax year.

mkdir ~/Documents/Tax-2025
cd ~/Documents/Tax-2025

Drop all your documents into this folder — receipts, invoices, W-2s, 1099s, spreadsheet exports, whatever you have. You can also add more documents later; the skill only processes new files on each run.

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Step 4 — Run the Tax Organizer

Open Claude Code in your tax folder:

cd ~/Documents/Tax-2025
claude

Then type the slash command:

/tax-organizer

First run: The skill will:

1. Ask for your tax year, filing status, and preparer name
2. Scan all the documents you dropped in
3. Identify likely business lines from your documents (rental properties, freelance income, partnerships, etc.)
4. Walk you through confirming each one and filling in any missing details (cost basis, in-service date, etc.)