Cowork Tax Prep Organizer logo

Cowork Tax Prep Organizer

Organization
OneWave-AI
cowork-tax-prep-organizer

Sweep your folders and downloads for tax documents and build a CPA-ready package -- checklist by form type, everything renamed and organized, a missing-document chase list, and flagged items worth asking your accountant about. Organization, not tax advice.

Overview

PublisherOneWave-AI
Repositoryclaude-skills
Skill namecowork-tax-prep-organizer
Stars
293
Forks
49
Bundled files
Instructions only
LicenseMIT
Links
Skill sourceRepositoryHomepage
  • Markdown instructions

    A SKILL.md file the model loads on demand, so it only costs tokens when a request actually matches.

  • Works with any LLM

    AI skills are plain Markdown, not provider-specific code, so this works with GPT, Claude, Gemini, Grok, or a local model.

  • Self-contained

    Everything the model needs lives in the instructions — no extra files to sync.

  • Open source

    Published by OneWave-AI on GitHub. Read the source before you install it.

Installation

Install the Cowork Tax Prep Organizer AI skill in TypingMind to use it with any LLM, or drop it into another agent that reads SKILL.md.

1

Install in TypingMind

TypingMind installs a skill straight from its GitHub folder — it reads SKILL.md, bundles the resource files, and stores the result locally.

  1. Open the app and go to Plugins → Skills.
  2. Choose "Install from GitHub".
  3. Paste the skill folder URL below and confirm.
  4. Enable the skill in any chat where you want it available.
Plugins → Skills → Add skill → From GitHub URL, then paste the folder URL and press Continue.
2

Install in another agent

Any agent that reads the Agent Skills format can use this skill — copy the folder into that agent's skills directory.

Claude Code — .claude/skills
git clone --depth 1 https://github.com/OneWave-AI/claude-skills.git /tmp/claude-skills
mkdir -p .claude/skills
cp -r /tmp/claude-skills/cowork-tax-prep-organizer .claude/skills/cowork-tax-prep-organizer
Restart Claude Code after copying so it picks up the new skill.

Use it in TypingMind

Enable Cowork Tax Prep Organizer in any TypingMind chat and the model takes it from there. Its name and description sit in the system prompt, and the moment a request matches, the model loads the full instructions itself — you never invoke it by hand, and it costs no tokens until it is actually used.

The model loads Cowork Tax Prep Organizer on its own as soon as a request matches it.

Works with any AI model

AI skills are plain Markdown instructions rather than provider-specific code, so Cowork Tax Prep Organizer is not tied to the model it was written for. Install it once in TypingMind and use it with GPT-5, Claude, Gemini, Grok, DeepSeek, Mistral, Llama, or a local model you run yourself — all on your own API keys.

  • Loaded only when it is needed

    The system prompt carries just the name and description. The instructions are fetched on the first matching request, so an idle skill costs nothing.

  • Switch models mid-chat

    Because the skill is instructions rather than code, changing model does not break it — the next model reads the same SKILL.md.

Skill instructions

This is the SKILL.md content the model loads. Read it before installing — a skill is instructions your model will follow.

Cowork Tax Prep Organizer

Do the part of tax season that actually eats the weekend: finding, identifying, and organizing the documents. Input: one or more folders (Downloads, a documents dump, last year's tax folder for reference). Output: an organized package a CPA can work from and a precise list of what is still missing. This skill organizes; it does not compute taxes or give tax advice.

Workflow

  1. Build the personal checklist. From last year's return or folder (if provided) and a few questions (W-2 employment? contract income? brokerage accounts? mortgage? dependents? business entity?), build the expected-documents list: W-2s, 1099-NEC/MISC/INT/DIV/B/R, 1098s, K-1s, property tax bills, charitable receipts, estimated-payment confirmations, prior-year return.
  2. Sweep. Walk the folders and identify every tax-relevant document by content, not just filename -- payers, form types, tax year. Match each to the checklist. Flag wrong-year documents (the 2024 1099 hiding in the 2025 pile) and duplicates (the same W-2 downloaded three times).
  3. Organize. On approval, copy -- never move -- into a clean structure: tax-2025/income/, deductions/, investments/, business/, prior-year/, with names like 1099-nec-acme-corp-2025.pdf. Write INDEX.md mapping checklist to files.
  4. Chase list. Output what is expected but missing, with where it likely lives ("Interest income appeared last year from Chase -- no 1099-INT found; check the bank's tax documents page, typically posted by Jan 31"). Sort by what blocks filing vs. nice-to-have.
  5. Ask-your-CPA list. Flag items a preparer should look at -- not conclusions: home-office-looking expenses for the self-employed, a brokerage form showing wash-sale codes, K-1 arrived vs. expected, estimated payments that do not sum to the notes. Phrase each as a question for the professional.

Rules

  • Never compute tax liability, deductions, or refunds. Identify, organize, and question -- the CPA concludes.
  • Copy, never move. Source folders stay intact.
  • Tax year discipline: every document is tagged with its year, and wrong-year files are quarantined in the report, not the package.
  • "MISSING" means "not found in the provided folders" -- state what was searched.
  • Treat everything as sensitive: no SSNs, account numbers, or dollar amounts in console output or digests; specifics live only in the package files.
  • If both spouses' or multiple entities' documents are mixed, separate them explicitly and confirm the split before organizing.

Scheduled Mode

As a monthly Cowork scheduled task during January-April: re-sweep Downloads and the documents folder for newly arrived forms, file them into the package, and update the chase list -- so tax weekend becomes tax hour.

Quick Commands

  • "Organize my tax docs from [folder]" -- full workflow
  • "What am I missing?" -- steps 1, 2, 4
  • "Build my checklist" -- step 1 only
  • "Anything my CPA should see?" -- step 5 against the organized package

Frequently asked questions

What does the Cowork Tax Prep Organizer AI skill do?

Sweep your folders and downloads for tax documents and build a CPA-ready package -- checklist by form type, everything renamed and organized, a missing-document chase list, and flagged items worth asking your accountant about. Organization, not tax advice.

Why use Cowork Tax Prep Organizer on TypingMind?

Because you install it once and use it with any model. Cowork Tax Prep Organizer is plain Markdown rather than provider-specific code, so the same skill runs on GPT-5, Claude, Gemini, Grok, or a local model — and you can switch model mid-chat without it breaking. TypingMind runs on your own API keys, so you pay providers directly instead of a per-seat subscription, and your skills and chats stay in your own storage.

How do I install Cowork Tax Prep Organizer in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/OneWave-AI/claude-skills/tree/main/cowork-tax-prep-organizer. TypingMind reads its SKILL.md and installs it as a skill you can enable per chat.

Which AI models can use Cowork Tax Prep Organizer?

Any model you connect in TypingMind. AI skills are plain Markdown instructions rather than provider-specific code, so GPT, Claude, Gemini, Grok, and local models can all load this skill when a request matches it.

How many AI models can I use with Cowork Tax Prep Organizer?

As many as you like. As long as a model supports skills, you can use Cowork Tax Prep Organizer with it — GPT, Claude, Gemini, Grok, DeepSeek, Mistral, Llama and more — all on TypingMind with your own API keys.

Is the Cowork Tax Prep Organizer AI skill free?

Yes. It is published on GitHub by OneWave-AI under the MIT license. You only pay your own AI provider for the tokens you use.

What are AI skills?

An AI skill is a reusable instruction bundle that teaches an AI model how to do one specific task. It follows the open Agent Skills format: a SKILL.md file with a name and description, plus any scripts, templates or reference files the model may need. The model reads the instructions only when your request matches the skill, so an installed skill costs nothing until it is used.

How are AI skills different from plugins or MCP servers?

A plugin or MCP server gives a model new tools to call — code that runs somewhere and returns a result. An AI skill gives the model knowledge and process instead: how to approach a task, which steps to follow, what good output looks like. Skills are plain Markdown, so they need no server, no API key and no runtime, and they work with any model.

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