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tax-import

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Parse tax docs into structured data fast.

Finance & Accounting#json#tax#data-extraction#document-import#1099#w2
AuthorFangyi-Chen
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill automates the extraction and structuring of tax documents (W2s, 1099s, and related forms) so users can populate a tax profile without manual re-keying.

Core Features & Use Cases

  • Document import: Accepts PDFs or images of W2, 1099-B, 1099-DIV, 1099-INT, 1099-DA, and 1099-MISC and extracts key fields to a normalized data model.
  • Data store: Saves extracted data to data/tax-profile.json for continual use in interviews and calculations.
  • Guided workflow: Provides downstream triggers and domain cues (e.g., RSU/ESPP detection) to improve accuracy and routing to related skills.
  • Use Case: A user imports a W2 and a 1099-INT to auto-fill income, with the result available for review before filing.

Quick Start

Provide a file path to import and parse a tax document.

Dependency Matrix

Required Modules

None required

Components

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-import
Download link: https://github.com/Fangyi-Chen/SuperTaxAgent/archive/main.zip#tax-import

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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