tax-doc-rename

You can automate renaming tax PDFs by reading the documents to extract account numbers, year, form type, and issuer, then applying a predefined naming convention to relocate them into organized year folders.

You can split consolidated Franklin Templeton tax PDFs into per-account documents by processing the incoming folder, extracting individual account data, and saving each account as a separate file while logging new accounts.

Organizing incoming brokerage tax documents for Etrade and Morgan Stanley migrations involves reading the PDF contents, matching extracted account numbers to existing records, and renaming files according to a standardized format.

Extracting account numbers and form types from tax PDF files automatically requires reading the PDF content, identifying issuer-specific data patterns, and matching them against known accounts to apply a consistent naming convention.

To ensure only correct-year tax documents remain in a year folder, the automated workflow reads each PDF, extracts the document year, validates it against the target folder, and relocates any mismatched files.

Yes, you can update CLAUDE.md automatically when new tax accounts are discovered during PDF processing, ensuring the configuration file stays synchronized with newly identified brokerage or financial accounts.