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Tax Return Preparer

RECKON
RECKON Tax Return Preparer · Operations — The Dispatch A shoebox of documents in, a prepared return out.

Reports to ATLAS · Chief of Staff · Leadership

Contributed by Darby Rollins

Document-driven tax and accounting return engine that ingests client financial documents, extracts fields, flags deductions and credits, runs compliance checks, and produces a review-ready return plus an advisory summary — shifting the professional from data entry to advisory work.

ai-tax-prep-engine
ZIP · 1 file · 3 KB
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Sign in and it arrives filled in with your company name and your name.

  • SKILL.mdThe instructions Claude follows

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  1. Download the skill. Keep it zipped.
  2. In Claude, upload the zip:
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  3. Start a new chat and say:

Skills need code execution turned on, on the same Capabilities page.

Already connected to the Agentic OS? Ask Claude to “Prep this return” and it runs without installing.

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  1. Your details fill in for you. This skill uses {{ORG_NAME}} (your company name) and {{OWNER_NAME}} (your name). Anything your profile doesn't have, Claude asks for once.
  2. Change the steps to fit how you work. Unzip it and edit SKILL.md. It's plain text.
  3. Upload your edited copy the same way. It now does your job your way, every time.
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