Tax Teammate

Requires a Claude Pro or Max plan. One-time purchase, no new subscriptions.

Tax season doesn't have to mean a shoebox and a headache. Tax Teammate gets you organized, one easy question at a time.

Tax Teammate is a guided helper that runs inside Claude. It walks through your year in plain English, skips anything that doesn't apply to you, and builds your Tax Prep Tracker: one page, right next to the chat, with your progress and a checklist of every document your preparer will need.

What you get

• A friendly interview: quick tap-to-answer questions and plain-English explanations, one part of your year at a time
• Your Tax Prep Tracker: your steps and your document checklist in one place. Tap documents off as they arrive.
• Your Tax Prep Summary: a clean PDF for your preparer, downloaded right from your tracker. A late form? Tap it off and download a fresh copy.
• Built for real life: side businesses, rentals, ministers' housing allowances, retirement, investments, HSAs, estimated payments, a new baby or a new home
• Stop anytime and pick up later. Send /tax-teammate and it picks up where you left off.
• Private by design. It never asks for Social Security numbers, birth dates, ID numbers, or bank or card numbers.

Most people finish in 20 to 30 minutes.

What you need

• A Claude Pro or Max plan (the free plan can't build your tracker)
• Nothing else: it's a one-time purchase, with no new subscriptions or apps. It runs on the Claude plan you already have.

How setup works

1. Go to Customize, then Skills. Click + Add, then Upload skill, and choose Tax-Teammate-Skill.zip.
2. Make a new Project called Tax Teammate.
3. Paste Tax-Teammate-Project-Instructions.txt into the Project's instructions.
4. Start a chat and type /tax-teammate.

Tax Teammate organizes your information. It doesn't prepare your return or give tax advice. Made by Mason Shelton, a Kentucky tax preparer, at Capernaum's Coin. Questions: mason@capernaumscoin.com.