tax-return-cleanup
CommunityAutomatically clean and structure tax form KBs.
System Documentation
What problem does it solve?
Clean and restructure a PDF-converted IRS Form 1065 KB file into an agent-readable Markdown document. Removes IRS form noise (footer codes, tracking lines, tilde tab stops, address headings, anchor IDs), extracts Schedule K totals and partner capital accounts into summary tables, and groups content by logical section (CPA letter, Schedule K, K-1s, state returns). Writes a new _clean.md file alongside the original.
Core Features & Use Cases
- Cleans noisy form artifacts and preserves all financial data for downstream agent querying.
- Produces structured sections (CPA letter, Schedule K, K-1s, state returns) and summary tables for totals and capital accounts.
- Creates a sidecar _clean.md file so the original KB remains intact for auditability.
Quick Start
Run the tax-return-cleanup on the current KB file or a specified path to generate a _clean.md ready for querying.
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-return-cleanup Download link: https://github.com/cdrguru/portable-agent-kit/archive/main.zip#tax-return-cleanup Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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