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Tax document organization v1.0.0

Use this resource to gather and sort tax documents for your accountant

New

  • 536 downloads
  • 150 likes
  • 160 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install tax-document-organizing

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent sweeps your folders and downloads, identifies tax documents and groups them by form. It renames and sorts the files, then lists what is missing and the questions to raise with your accountant. It organises the paperwork without calculating tax or giving tax advice.

Mostly picked by

Updated November 2, 2026

Card for the “Tax document organization” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: sorting workflow and checklist by form
  • SKILL.md: filing rules and scheduled mode

Good fit for

  • You must hand over your tax records to your accountant at year end
  • Your documents are scattered across downloads and email attachments

Not for

    Tags

    • tax
    • documents
    • accountant
    • organization

    About

    You say

    “Sort my Downloads folder for this year's tax return and list the missing documents.”

    Card for the “Tax document organization” skill

    Skill published by onewave-ai under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to gather and sort tax documents for your accountant
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md3.3 KB

    Origin and licence

    Listed unmodified

    Author
    onewave-ai
    Source
    github.com/onewave-ai/claude-skills/tree/b2267d9171af4f56848d82992381b20b89b44056/cowork-tax-prep-organizer
    Licence
    MIT

    Notice

    « cowork-tax-prep-organizer » (onewave-ai, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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