Claude Skills for Tax
Claude skills for individuals and small businesses getting ready for tax season.
Download the free pack
Get 3 Claude skills in a zip file. Upload each folder as its own skill in Claude.
Download pack (.zip)Free. No email required. Install instructions
Tax with AI is useful for prep and explanation, never as a substitute for professional advice on complex situations. This pack helps Claude organise records, explain concepts, and flag things worth asking a CPA about.
What you can do with this pack
- Organise records for tax filing
- Understand a tax concept in plain language
- Spot situations that need a CPA
- Plan for estimated tax payments
- Model the tax impact of a decision
Skills in this pack
Tax Record Organiser
Organise income and deduction records for tax filing. Trigger on 'organise tax records', 'tax prep', 'tax season prep', 'gather tax docs', or when the user is preparing records for a tax filing.
Tax Concept Explainer
Explain tax concepts in plain language with examples. Trigger on 'explain [tax concept]', 'how does [tax thing] work', 'what is marginal tax rate', 'understand depreciation', or when the user wants a tax idea demystified.
Decision Tax Modeler
Model the tax impact of a specific decision (sell a property, convert IRA, change entity type). Trigger on 'tax impact of', 'if I sell', 'Roth conversion', 'tax on this decision', or when the user is weighing a decision with tax consequences.
How to install the skills
- In Claude, turn on code execution under Settings → Capabilities.
- Download and unzip the pack above — you'll see one folder per skill.
- Go to Customize → Skills, click + Create skill, then Upload a skill.
- Zip each individual skill folder and upload it.
- Toggle the skill on. Claude will use it automatically when your request matches.
Full instructions: /download/claude-skills
FAQ
What is a Claude skill?
A Claude skill is a folder containing a SKILL.md file. It tells Claude when to trigger the skill and how to execute the task. Skills live inside your Claude account once uploaded.
Do these work on Free, Pro and Max plans?
Yes, as long as code execution is enabled. On Team and Enterprise plans, an admin needs to enable skills at the organisation level first.
Can I edit the skills?
Yes — the skills are plain markdown files. Open SKILL.md in any editor and change the description, steps, templates, or output format to match how you work.
Do I need all the skills in the pack?
No. Upload only the ones you'll use. Too many active skills makes Claude less precise about which one to pick.