tax-doc-rename
CommunityRename and organize tax documents efficiently.
Authorx85446
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Tax document management is error-prone and time-consuming when renaming, organizing, and routing diverse brokerage and tax PDFs; this skill automates those tasks according to a consistent naming convention.
Core Features & Use Cases
- Renames files to a standardized format capturing year, type, account name, and form.
- Splits consolidated Franklin Templeton PDFs into per-account documents and updates CLAUDE.md with new accounts.
- Keeps incoming and year folders organized and ensures only correct-year documents remain.
Quick Start
Process the <YEAR>/incoming folder to rename documents using the standard convention and relocate them into the year folder.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: tax-doc-rename Download link: https://github.com/x85446/claudecodetricks/archive/main.zip#tax-doc-rename Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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