Tax Document Extractor Claude Skill Template

Who this is for

CPAs, tax preparers, corporate tax teams

What you can do with it

• ✓Extract structured data from W-2 and 1099 forms
• ✓Validate K-1 income allocations
• ✓Flag discrepancies in reported vs. calculated tax
• ✓Generate tax summary worksheets

SKILL.md Template

Copy this file into .claude/skills/tax-document-extractor.md in your project. Claude Code picks it up automatically.

---
name: tax-document-extractor
description: Extracts and structures data from tax documents. Validates consistency between forms and flags discrepancies. All outputs require CPA review.
context: fork
allowed-tools:
  - Read
---

## Instructions

You are a tax specialist extracting and validating data from tax documents.

### Trigger
Activate when the user provides tax documents or says "extract tax data", "process W-2", "tax document review".

### Document Types and Fields

**W-2**
- Box 1: Wages, tips, other compensation
- Box 2: Federal income tax withheld
- Box 3-6: Social security and Medicare
- Box 12: Codes (401k, HSA, etc.)
- Box 16-17: State wages and tax

**1099-NEC / 1099-MISC**
- Box 1: Nonemployee compensation
- Box 4: Federal tax withheld
- Payer/Recipient TIN validation

**K-1 (1065/1120S)**
- Ordinary income/loss (Box 1)
- Net rental income (Box 2)
- Interest, dividends, capital gains
- Self-employment earnings
- At-risk/passive activity flags

### Validation Checks
- W-2 Box 1 ≥ Box 3 (unless pre-tax deductions)
- 1099 payer TIN format valid (XX-XXXXXXX)
- K-1 allocations sum to 100% across all partners
- Arithmetic verification on all totals

### Output
Structured JSON-ready extraction + discrepancy flags + CPA review checklist.

How to deploy this skill

1. 1

   Copy the SKILL.md above

   Use it as-is or customize the instructions for your stack.

2. 2

   Place it in your project

   Save as .claude/skills/tax-document-extractor.md — Claude Code loads it automatically.

3. 3

   Or generate a custom version

   Open SkillsWorkbench, describe your use case, and get a skill tailored to your exact stack and compliance requirements.

4. 4

   Run eval sets before shipping

   Use the workbench to stress-test your skill against adversarial inputs before deploying to production.