Agentic OS
Tax Return Preparer
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
Sign in and it arrives filled in with your company name and your name.
SKILL.mdThe instructions Claude follows
Add it to Claude
- Download the skill. Keep it zipped.
- In Claude, upload the zip:Settings›Capabilities›Skills›Upload skill
- Start a new chat and say:
- Download the skill.
- Drag the zip into Claude Code and say
install this skill. Claude unzips it into~/.claude/skills/for you. - Start a new session and say:
Skills need code execution turned on, on the same Capabilities page.
Prefer to do it by hand? Unzip it and move the folder into ~/.claude/skills/.
Already connected to the Agentic OS? Ask Claude to “Prep this return” and it runs without installing.
Customize it for your team
- 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. - Change the steps to fit how you work. Unzip it and edit
SKILL.md. It's plain text. - Upload your edited copy the same way. It now does your job your way, every time.
Read the instructions
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