Double-check a professionally prepared tax return with Claude

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One taxpayer asked Claude to look over a tax return their accountant had prepared, and it caught errors that the accountant then confirmed and corrected. The point: AI can help you check the work of experts you wouldn't otherwise feel qualified to question.

Prompt to copy
Here is my draft tax return prepared by my accountant: [UPLOAD OR PASTE, WITH ACCOUNT NUMBERS REMOVED], and here are the documents it's based on: [LIST OR UPLOAD]. I live in [COUNTRY]. Check whether the figures match the documents, point out anything that looks inconsistent, missing or unusual, and turn each concern into a polite question I can ask my accountant. Don't tell me what to file; just help me ask good questions.

Replace the [PLACEHOLDERS] with your own details before you send it.

How to try it

  1. Remove account numbers and other identifiers you don’t need to share before uploading.
  2. Ask Claude to compare the return against your own paperwork and list any questions.
  3. Take those questions back to your accountant, and only change anything once they’ve confirmed it.

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Source: X @haltakov

Reference: X @terminal_value_