{"id":"elderengineer-tax-organizer","name":"tax-organizer","homepage":null,"repo_url":"https://github.com/elderengineer/tax-organizer","category":"devtools","subcategories":[],"tags":["claude-skill","tax","document-processing","ocr","pdf","spreadsheet-import","csv-exports","local-workflow"],"what_it_does":"A Claude Code skill/command that helps organize personal tax documents (PDFs, spreadsheets, W-2s/1099s, receipts) into a year-based folder structure, classifies documents into tax categories, and generates accountant-ready CSV draft reports (e.g., Schedule E, W-2/1099 summaries, donations, business trip expense comparisons).","use_cases":["Organize W-2 and 1099 documents into the right folders automatically","Extract and categorize receipts/invoices from PDFs","Track rental property items and generate Schedule E draft CSVs (including depreciation calculations per the skill)","Generate business trip expense reports and compare to GSA per diem","Produce donation and summary CSV reports from uploaded receipts/data exports"],"not_for":["Providing legal/tax advice or ensuring tax filing correctness","Handling sensitive tax data in environments where you cannot control local file processing","Use as a general-purpose accounting system or full tax preparation platform","Production-grade, audited workflows without additional validation and controls"],"best_when":"You want a local, document-organizing workflow to draft tax worksheets/reports from your existing files for later human review by a preparer.","avoid_when":"You need a formally specified API/SDK, strict security/compliance assurances, or you cannot trust the tool to correctly classify and calculate values without additional verification.","alternatives":["Spreadsheet-based tax organizers (manual CSV templates)","Commercial tax document organizers / bookkeeping tools with export-to-accountant features","OCR + document management pipelines (e.g., Tesseract/other OCR) paired with custom scripts","Dedicated tax-prep software that supports importing PDFs/scans and generating forms/worksheets"],"af_score":26.8,"security_score":16.8,"reliability_score":17.5,"package_type":"skill","discovery_source":["openclaw"],"priority":"high","status":"evaluated","version_evaluated":null,"last_evaluated":"2026-03-30T15:42:16.027752+00:00","interface":{"has_rest_api":false,"has_graphql":false,"has_grpc":false,"has_mcp_server":false,"mcp_server_url":null,"has_sdk":false,"sdk_languages":[],"openapi_spec_url":null,"webhooks":false},"auth":{"methods":["Anthropic Claude Code CLI interactive login (claude)"],"oauth":false,"scopes":false,"notes":"The README describes interactive login to Claude Code. No service-to-service API keys, OAuth flows, or scope model is documented for the tax-organizer skill itself."},"pricing":{"model":null,"free_tier_exists":false,"free_tier_limits":null,"paid_tiers":[],"requires_credit_card":false,"estimated_workload_costs":null,"notes":"No pricing details for the skill are provided in the README. Costs may depend on Claude Code/Anthropic usage, but that is not specified here."},"requirements":{"requires_signup":true,"requires_credit_card":false,"domain_verification":false,"data_residency":[],"compliance":[],"min_contract":null},"agent_readiness":{"af_score":26.8,"security_score":16.8,"reliability_score":17.5,"mcp_server_quality":0.0,"documentation_accuracy":55.0,"error_message_quality":0.0,"error_message_notes":null,"auth_complexity":60.0,"rate_limit_clarity":0.0,"tls_enforcement":0.0,"auth_strength":35.0,"scope_granularity":0.0,"dependency_hygiene":0.0,"secret_handling":40.0,"security_notes":"No security architecture details are provided. The workflow involves processing potentially sensitive tax documents locally and generating organized copies/reports. README does not describe encryption-at-rest, access controls, logging of document contents, or how Claude Code transmits/handles document text extracted from PDFs/spreadsheets. Presence of .processed-files.log suggests local tracking; the security posture cannot be verified from the provided content.","uptime_documented":0.0,"version_stability":40.0,"breaking_changes_history":0.0,"error_recovery":30.0,"idempotency_support":"true","idempotency_notes":"Claims it skips files already processed and uses a .processed-files.log tracking file; reports are regenerated from full history.","pagination_style":"none","retry_guidance_documented":false,"known_agent_gotchas":["Not an API: integration is via Claude Code commands and local filesystem operations, not HTTP calls.","Classification errors are possible for edge cases; workflow includes manual review via Unclassified/.","Relies on auxiliary skills (pdf, xlsx); missing those will block parts of ingestion."]}}