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elderengineer/tax-organizer

Claude skill to organizes and processes personal tax documents to generate accurate, tax reports and drafts.

History

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`SKILL.md`

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`skills/xlsx/SKILL.md`

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View on GitHub Add to my skills

Verified commit cbb891bc6c05f763e29e5432dff41c5b14a47258

20GitHub stars

0stars in 7 days

3skills in this repository

0commits in 30 days

Heat

0.3

Star growth, last 7 daysNot available
Star growth, last 24 hoursNot available
Rank movement, last 7 daysNot available
Commits, last 30 daysNot available
Accounts asking about it through MCP, last 7 daysNot available
Hot votes this weekNot available

Heat never changes the order by stars, and sponsorship never touches it. How heat works

Stars over time

30-day change not yet available: not enough history.

Individual skills in this repository

tax-organizer /
pdf skills/pdf
xlsx skills/xlsx

How it works

Choose a skill

When your agent uses it

What it loads into context

Frontmatter

0 tokens

Always available to the agent

SKILL.md

8,754 tokens

When the skill is activated

Reference documents

1,305 tokens

Loaded on request

Token counts are estimates. Scripts run separately; they are not counted as reference context.

The playbook

When to Use
Usage
Folder Structure
Root README.md Template
Business README.md Template
Incremental Processing
Workflow
Sample Content Reference
Edge Cases
Security Notes
Cryptocurrency & Mining Income (Schedule C)
International Business Travel
Combined Property Tax Payments
Additional Edge Cases (Discovered in Practice)
Technical Notes

Files

LICENSEasset1,064 bytes
README.mddoc5,372 bytes
SKILL.mdcore36,427 bytes
SKILL.mdcore36,427 bytes
SKILL.mdcore36,427 bytes
SKILL.mdcore36,427 bytes
SKILL.mdcore36,427 bytes

Read SKILL.md

# Tax Organizer for Personal & Consultant

Organizes and processes personal tax documents to generate accurate, tax reports and drafts. Use when
user uploads or describes tax forms (W-2, 1099s, K-1s, 1098), mentions rental properties, royalties,
partnerships/S-corps, business expenses, donations, or needs Schedule E drafts. Handles complex income sources, expense
matching, per diem optimization, and charitable receipt identification.

## When to Use

- Organizing personal and consultant tax documents
- Processing rental property expenses, income, and depreciation
- Matching business trip expenses with per diem optimization
- Generating tax-ready XLS reports for accountant review
- Classifying W-2s, 1099s, and donation receipts
- Tracking incremental document additions across multiple sessions

View the complete source on GitHub

pdf

When your agent uses it

Comprehensive PDF manipulation toolkit for extracting text and tables, creating new PDFs, merging/splitting documents, and handling forms. When Claude needs to fill in a PDF form or programmatically process, generate, or analyze PDF documents at scale.

What it loads into context

Frontmatter

63 tokens

Always available to the agent

SKILL.md

1,805 tokens

When the skill is activated

Reference documents

6,315 tokens

Loaded on request

Token counts are estimates. Scripts run separately; they are not counted as reference context.

The playbook

Overview
Quick Start
Python Libraries
Command-Line Tools
Common Tasks
Quick Reference
Next Steps

Scripts executed separately

scripts/check_bounding_boxes.py
scripts/check_bounding_boxes_test.py
scripts/check_fillable_fields.py
scripts/convert_pdf_to_images.py
scripts/create_validation_image.py
scripts/extract_form_field_info.py
scripts/fill_fillable_fields.py
scripts/fill_pdf_form_with_annotations.py

Files

LICENSE.txtdoc1,467 bytes
SKILL.mdcore7,068 bytes
SKILL.mdcore7,068 bytes
SKILL.mdcore7,068 bytes
SKILL.mdcore7,068 bytes
SKILL.mdcore7,068 bytes
SKILL.mdcore7,068 bytes
SKILL.mdcore7,068 bytes
SKILL.mdcore7,068 bytes
SKILL.mdcore7,068 bytes
SKILL.mdcore7,068 bytes
SKILL.mdcore7,068 bytes
SKILL.mdcore7,068 bytes
SKILL.mdcore7,068 bytes
SKILL.mdcore7,068 bytes
SKILL.mdcore7,068 bytes
SKILL.mdcore7,068 bytes
SKILL.mdcore7,068 bytes
SKILL.mdcore7,068 bytes
forms.mddoc9,438 bytes
reference.mddoc16,692 bytes
scripts/check_bounding_boxes.pyruns3,139 bytes
scripts/check_bounding_boxes_test.pyruns8,818 bytes
scripts/check_fillable_fields.pyruns362 bytes
scripts/convert_pdf_to_images.pyruns1,123 bytes
scripts/create_validation_image.pyruns1,603 bytes
scripts/extract_form_field_info.pyruns6,127 bytes
scripts/fill_fillable_fields.pyruns4,863 bytes
scripts/fill_pdf_form_with_annotations.pyruns3,596 bytes

Read SKILL.md


# PDF Processing Guide

## Overview

This guide covers essential PDF processing operations using Python libraries and command-line tools. For advanced features, JavaScript libraries, and detailed examples, see reference.md. If you need to fill out a PDF form, read forms.md and follow its instructions.

## Quick Start

```python
from pypdf import PdfReader, PdfWriter

# Read a PDF
reader = PdfReader("document.pdf")
print(f"Pages: {len(reader.pages)}")

View the complete source on GitHub

xlsx

When your agent uses it

Comprehensive spreadsheet creation, editing, and analysis with support for formulas, formatting, data analysis, and visualization. When Claude needs to work with spreadsheets (.xlsx, .xlsm, .csv, .tsv, etc) for: (1) Creating new spreadsheets with formulas and formatting, (2) Reading or analyzing data, (3) Modify existing spreadsheets while preserving formulas, (4) Data analysis and visualization in spreadsheets, or (5) Recalculating formulas

What it loads into context

Frontmatter

113 tokens

Always available to the agent

SKILL.md

2,667 tokens

When the skill is activated

Reference documents

0 tokens

Loaded on request

Token counts are estimates. Scripts run separately; they are not counted as reference context.

The playbook

All Excel files
Financial models
Overview
Important Requirements
Reading and analyzing data
Excel File Workflows
CRITICAL: Use Formulas, Not Hardcoded Values
Common Workflow
Recalculating formulas
Formula Verification Checklist
Best Practices
Code Style Guidelines

Scripts executed separately

recalc.py

Files

LICENSE.txtdoc1,467 bytes
SKILL.mdcore10,632 bytes
SKILL.mdcore10,632 bytes
SKILL.mdcore10,632 bytes
SKILL.mdcore10,632 bytes
SKILL.mdcore10,632 bytes
SKILL.mdcore10,632 bytes
SKILL.mdcore10,632 bytes
SKILL.mdcore10,632 bytes
SKILL.mdcore10,632 bytes
SKILL.mdcore10,632 bytes
recalc.pyruns6,408 bytes

Read SKILL.md


# Requirements for Outputs

## All Excel files

### Zero Formula Errors
- Every Excel model MUST be delivered with ZERO formula errors (#REF!, #DIV/0!, #VALUE!, #N/A, #NAME?)

### Preserve Existing Templates (when updating templates)
- Study and EXACTLY match existing format, style, and conventions when modifying files
- Never impose standardized formatting on files with established patterns
- Existing template conventions ALWAYS override these guidelines

## Financial models

View the complete source on GitHub

Skills included

pdf
xlsx

Repository facts

License: MIT
Created: Mar 2, 2026
Last pushed: Mar 2, 2026
Forks: 6
Open issues: 0
Project activity: Slowing

Before you install

Network or broad shell

Automated signals, not a guarantee

Checked Nov 5, 2026

Not fully analyzed: some files were too long, unreadable or missing. This never lowers the level.

Show 30 notes

SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
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skills/pdf/SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
skills/pdf/SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
skills/pdf/SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
skills/pdf/SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
skills/pdf/SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
skills/pdf/SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
skills/pdf/SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
skills/pdf/SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
skills/pdf/SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
skills/pdf/SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
skills/pdf/SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
skills/pdf/SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
skills/pdf/SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
skills/pdf/SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
skills/pdf/SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
skills/pdf/SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed

No broad tool permissions
No dangerous shell commands
22 network referencesin 7 files: pdf/LICENSE.txt:6 pdf/scripts/extract_form_field_info.py:31 xlsx/LICENSE.txt:6 and 4 more
No hidden or obfuscated text
No instruction overrides
9 executable scriptsin 9 files: pdf/scripts/check_bounding_boxes.py:1 pdf/scripts/check_bounding_boxes_test.py:1 pdf/scripts/check_fillable_fields.py:1 and 6 more
No access to secrets
No requests to vote in Hot

Show all 31 signals by file

`README.md`

Network accessline 22

**Install Node.js** (if you don't have it): https://nodejs.org — download the LTS version.

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Follow the prompts to sign in with your Anthropic account. If you don't have one, create a free account at https://claude.ai.

`SKILL.md`

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https://query1.finance.yahoo.com/v8/finance/chart/BTC-USD?interval=1d&period1=UNIX_TS&period2=UNIX_TS

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- Lookup URL: `https://www.perdiem101.com/oconus/{YEAR}/{CITY-COUNTRY-rate}` (reliable mirror)

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GET https://query1.finance.yahoo.com/v8/finance/chart/BTC-USD

`skills/pdf/LICENSE.txt`

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exists, use is governed by Anthropic's Consumer Terms of Service or Commercial Terms of Service, as applicable: https://www.anthropic.com/legal/consumer-terms

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Commercial Terms of Service, as applicable: https://www.anthropic.com/legal/consumer-terms https://www.anthropic.com/legal/commercial-terms

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https://www.anthropic.com/legal/consumer-terms

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https://www.anthropic.com/legal/commercial-terms

`skills/pdf/scripts/check_bounding_boxes.py`

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`skills/pdf/scripts/check_bounding_boxes_test.py`

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`skills/pdf/scripts/check_fillable_fields.py`

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`skills/pdf/scripts/convert_pdf_to_images.py`

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`skills/pdf/scripts/create_validation_image.py`

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`skills/pdf/scripts/extract_form_field_info.py`

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```
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# "/Off" seems to always be the unchecked value, as suggested by             # https://opensource.adobe.com/dc-acrobat-sdk-docs/standards/pdfstandards/pdf/PDF32000_2008.pdf#page=448

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# https://opensource.adobe.com/dc-acrobat-sdk-docs/standards/pdfstandards/pdf/PDF32000_2008.pdf#page=448

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# Radio button options have a separate annotation for each choice;     # all choices have the same field name.     # See https://westhealth.github.io/exploring-fillable-forms-with-pdfrw.html

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# See https://westhealth.github.io/exploring-fillable-forms-with-pdfrw.html

`skills/pdf/scripts/fill_fillable_fields.py`

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```
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`skills/pdf/scripts/fill_pdf_form_with_annotations.py`

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```
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# Font size/color seems to not work reliably across viewers:         # https://github.com/py-pdf/pypdf/issues/2084

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# https://github.com/py-pdf/pypdf/issues/2084

`skills/xlsx/LICENSE.txt`

Network accessline 6

exists, use is governed by Anthropic's Consumer Terms of Service or Commercial Terms of Service, as applicable: https://www.anthropic.com/legal/consumer-terms

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Commercial Terms of Service, as applicable: https://www.anthropic.com/legal/consumer-terms https://www.anthropic.com/legal/commercial-terms

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https://www.anthropic.com/legal/consumer-terms

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https://www.anthropic.com/legal/commercial-terms

`skills/xlsx/recalc.py`

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```
#!/usr/bin/env python3
```

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macro_content = '''<?xml version="1.0" encoding="UTF-8"?> <!DOCTYPE script:module PUBLIC "-//OpenOffice.org//DTD OfficeDocument 1.0//EN" "module.dtd"> <script:module xmlns:script="http://openoffice.org/2000/script" script:name="Module1" scr

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<!DOCTYPE script:module PUBLIC "-//OpenOffice.org//DTD OfficeDocument 1.0//EN" "module.dtd"> <script:module xmlns:script="http://openoffice.org/2000/script" script:name="Module1" script:language="StarBasic">     Sub RecalculateAndSave()

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<script:module xmlns:script="http://openoffice.org/2000/script" script:name="Module1" script:language="StarBasic">

How the signals fit together

Facts from a static read of the files at the pinned commit. They describe what the code does, not why.

Declared and executed: 1 fact

Contacts openoffice.org, which SKILL.md, the README and the plugin manifest do not mentionxlsx/recalc.py:37High confidence

Signal confidence: 31 facts

Network access in prose of documentationREADME.md:22Low confidence
Network access in prose of documentationREADME.md:36Low confidence
Network access in code of the SKILL.mdSKILL.md:701High confidence
Network access in prose of the SKILL.mdSKILL.md:732Low confidence
Network access in code of the SKILL.mdSKILL.md:879High confidence
Network access in prose of documentationpdf/LICENSE.txt:6Low confidence
Network access in prose of documentationpdf/LICENSE.txt:7Low confidence
Network access in prose of documentationpdf/LICENSE.txt:8Low confidence
Network access in prose of documentationpdf/LICENSE.txt:9Low confidence
Executable script in code of a file that runspdf/scripts/check_bounding_boxes.py:1High confidence
Executable script in code of a testpdf/scripts/check_bounding_boxes_test.py:1Low confidence
Executable script in code of a file that runspdf/scripts/check_fillable_fields.py:1High confidence
Executable script in code of a file that runspdf/scripts/convert_pdf_to_images.py:1High confidence
Executable script in code of a file that runspdf/scripts/create_validation_image.py:1High confidence
Executable script in code of a file that runspdf/scripts/extract_form_field_info.py:1High confidence
Network access in a comment of a file that runspdf/scripts/extract_form_field_info.py:31Low confidence
Network access in a comment of a file that runspdf/scripts/extract_form_field_info.py:32Low confidence
Network access in a comment of a file that runspdf/scripts/extract_form_field_info.py:79Low confidence
Network access in a comment of a file that runspdf/scripts/extract_form_field_info.py:81Low confidence
Executable script in code of a file that runspdf/scripts/fill_fillable_fields.py:1High confidence
Executable script in code of a file that runspdf/scripts/fill_pdf_form_with_annotations.py:1High confidence
Network access in a comment of a file that runspdf/scripts/fill_pdf_form_with_annotations.py:77Low confidence
Network access in a comment of a file that runspdf/scripts/fill_pdf_form_with_annotations.py:78Low confidence
Network access in prose of documentationxlsx/LICENSE.txt:6Low confidence
Network access in prose of documentationxlsx/LICENSE.txt:7Low confidence
Network access in prose of documentationxlsx/LICENSE.txt:8Low confidence
Network access in prose of documentationxlsx/LICENSE.txt:9Low confidence
Executable script in code of a file that runsxlsx/recalc.py:1High confidence
Network access in code of a file that runsxlsx/recalc.py:35High confidence
Network access in code of a file that runsxlsx/recalc.py:36High confidence
Network access in code of a file that runsxlsx/recalc.py:37High confidence

Works with

Agent compatibility, from the files in this repository
Agent	Status	Evidence	Install to
Claude Code	Compatible	Standard SKILL.md skills/pdf/SKILL.md	`.claude/skills/<skill-name>/`
Codex	Compatible	Standard SKILL.md skills/pdf/SKILL.md	`.agents/skills/<skill-name>/`
Cursor	Compatible	Standard SKILL.md skills/pdf/SKILL.md	`.cursor/skills/<skill-name>/`
Gemini CLI	Compatible	Standard SKILL.md skills/pdf/SKILL.md	`.gemini/skills/<skill-name>/`
GitHub Copilot	Compatible	Standard SKILL.md skills/pdf/SKILL.md	`.github/skills/<skill-name>/`
OpenCode	Compatible	Standard SKILL.md skills/pdf/SKILL.md	`.opencode/skills/<skill-name>/`

Native The repository ships a manifest, folder or frontmatter field for this agent.
Compatible A standard SKILL.md that this agent can read.
Unknown No evidence either way.

Derived automatically from paths, manifests and frontmatter. Not tested on each agent.

elderengineer/tax-organizer

History

SKILL.md

skills/pdf/SKILL.md

skills/xlsx/SKILL.md

Share this page

Heat

Stars over time

Individual skills in this repository

How it works

Frontmatter

SKILL.md

Reference documents

The playbook

Files

pdf

Frontmatter

SKILL.md

Reference documents

The playbook

Scripts executed separately

Files

xlsx

Frontmatter

SKILL.md

Reference documents

The playbook

Scripts executed separately

Files

Skills included

Repository facts

Before you install

README.md

SKILL.md

skills/pdf/LICENSE.txt

skills/pdf/scripts/check_bounding_boxes.py

skills/pdf/scripts/check_bounding_boxes_test.py

skills/pdf/scripts/check_fillable_fields.py

skills/pdf/scripts/convert_pdf_to_images.py

skills/pdf/scripts/create_validation_image.py

skills/pdf/scripts/extract_form_field_info.py

skills/pdf/scripts/fill_fillable_fields.py

skills/pdf/scripts/fill_pdf_form_with_annotations.py

skills/xlsx/LICENSE.txt

skills/xlsx/recalc.py

How the signals fit together

Works with

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`SKILL.md`

`skills/pdf/SKILL.md`

`skills/xlsx/SKILL.md`

`README.md`

`SKILL.md`

`skills/pdf/LICENSE.txt`

`skills/pdf/scripts/check_bounding_boxes.py`

`skills/pdf/scripts/check_bounding_boxes_test.py`

`skills/pdf/scripts/check_fillable_fields.py`

`skills/pdf/scripts/convert_pdf_to_images.py`

`skills/pdf/scripts/create_validation_image.py`

`skills/pdf/scripts/extract_form_field_info.py`

`skills/pdf/scripts/fill_fillable_fields.py`

`skills/pdf/scripts/fill_pdf_form_with_annotations.py`

`skills/xlsx/LICENSE.txt`

`skills/xlsx/recalc.py`