Finance & bookkeeping · Claude Code

Catch up on overdue business tax records with local scripts

Idea + starter prompt, not run by us yet

For: Small company owners behind on their tax paperwork who still use an accountant

A Dutch company owner had Claude Code write local Python scripts to pull two years of bank transactions, find receipts in Gmail, sort 330+ transactions, work out VAT and set aside 19 tricky items for the accountant to decide. It produced reports in the tax agency's box format in one afternoon.

Steps

1. Export bank transactions as CSV for the years you are behind on.
2. Ask Claude Code to write scripts that run on your own computer, not a cloud tool.
3. Have it flag unclear items for your accountant instead of deciding them.
4. Check a sample of categories and the VAT totals against your records.
5. Hand the reports to your accountant for the final filing.

Starter prompt

I am behind on tax records for my company in [country] for [years]. Bank exports are in [folder].

Write Python scripts that run locally to:
1. Read all transactions.
2. Suggest a category for each one from [category list].
3. Work out [VAT or sales tax] totals per period.
4. List any transaction you are unsure about for my accountant.

Show me the plan first. Do not send my data anywhere except where I say. This is prep work for my accountant, not a filing.

Original post: Reddit · found via agentusecases.ai. Written up in our own words. We haven't run it, so test it on made-up data first.