tax-receipt-autopilot

Automate expense tracking, receipt ingestion, and tax export from local JSON files.

2|Updated Mar 10, 2026
One-click install
npx skills add https://github.com/thenikkimatlock/tax-receipt-autopilot --skill tax-receipt-autopilot
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: tax-receipt-autopilot
Source: https://github.com/thenikkimatlock/tax-receipt-autopilot/tree/main
Command: npx skills add https://github.com/thenikkimatlock/tax-receipt-autopilot --skill tax-receipt-autopilot

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires thefuzz, pdfplumber, python-dateutil, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill automates the entire expense tracking and tax preparation workflow for freelancers and small businesses, eliminating the need for manual data entry and separate accounting software.

Core Features & Use Cases

  • Automated Expense Tracking: Log receipts from photos, emails, or bank statement CSVs.
  • IRS-Compliant Categorization: Classify expenses against official Schedule C categories.
  • Tax Export: Generate accountant-ready CSV files and a cover note for tax season.
  • Use Case: A freelancer can simply drop receipt images into a folder and tell Claude to "process my receipts," and the Skill handles extraction, classification, and ledger updates automatically.

Quick Start

Use the tax-receipt-autopilot skill to process all receipts in your receipts folder.

Frequently Asked Questions about tax-receipt-autopilot

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate expense tracking and receipt management for freelance taxes?

Automating expense tracking for freelance taxes involves parsing receipt images, emails, and bank statement CSVs to extract data, classify expenses against Schedule C categories, and update a local JSON ledger automatically.

Can I parse bank statement CSVs and receipt images without separate accounting software?

Yes, you can parse bank statement CSVs and ingest receipt images without separate accounting software by using Python scripts with libraries like pdfplumber to extract text and categorize expenses into local JSON ledger files.

How does receipt deduplication work when processing expense data?

Receipt deduplication works by using fuzzy matching algorithms via the thefuzz library to compare extracted receipt data against existing ledger entries, preventing duplicate expenses from skewing tax preparation and audit-ready outputs.

What's the best way to export freelancer expenses for an accountant at tax season?

The best way to export freelancer expenses for an accountant is to generate accountant-ready CSV files containing categorized Schedule C expenses, along with a cover note summarizing the tax data from your local JSON ledger.

Does this tax preparation approach support mileage tracking and income data?

Yes, this tax preparation approach supports mileage tracking and income data by managing local JSON files specifically for income and mileage logs, integrating them with parsed receipt data for a complete audit-ready financial overview.

How do I categorize freelance expenses against official IRS Schedule C categories?

Categorizing freelance expenses against IRS Schedule C categories is handled automatically during receipt processing, where extracted transaction data is classified and stored in a structured JSON ledger for year-round tax prep.