Claude AI skill
Freelancer Tax Prep Organizer
Stop dreading tax season.
Guides you through organizing your freelance financials for tax preparation — income categorization, expense deduction categories, quarterly payment calculations, and a document checklist for your accountant. ⚠️ This skill is an organizational tool. Always consult a qualified tax professional for final tax advice.
What you get
Here’s what Claude makes for you with this skill.
Income categorization framework
Business expense deduction categories
Home office deduction calculator
Quarterly estimated tax payment guide
Document checklist for your accountant
Common freelancer deductions you may be missing
What you tell Claude
Have these ready and the skill does the rest.
- Your income streams and approximate amounts for the year
- Your business expenses by category
- Your business type (sole proprietor, LLC, S-corp, etc.)
- Your state (for state tax considerations)
Who it’s for
Freelancers, independent contractors, and self-employed individuals who want to be organized, maximize deductions, and not pay their accountant for basic organization work.
What you download
One ZIP with the skill and a PDF install guide with step-by-step setup and sample prompts.
How it works
No tech skills needed. It takes about two minutes.
- Unzip your download. Inside you’ll find the skill file and its own install guide with sample prompts.
- Add it to Claude. Open claude.ai, click Customize, then Skills. Click +, then Create skill, then Upload a skill. Pick the file and make sure its toggle is on.
- Try it. Start a new chat and paste the first sample prompt from your guide. Swap in your own details and go.
You’ll need: a Claude.ai account with Code execution turned on in Settings → Capabilities. Skills need this switch.
Questions
The things people ask most before they buy.
Do I need a paid Claude plan?
No. Skills work on every Claude plan, so you don’t need to upgrade. You just need Code execution turned on in Settings → Capabilities. On a Team or Enterprise plan, your admin turns it on.
Is it good for beginners?
Yes. No tech skills needed. The skill comes with a step-by-step install guide and sample prompts, and you talk to Claude in plain English.
Can I use it on my phone or tablet?
Yes. You add the skill once on claude.ai or in the Claude desktop app. After that it’s part of your Claude account and ready in your chats, including on your phone or tablet.
How do I get my files?
Your download is ready right after checkout, and the store emails you the link too.
Questions about your order? Email support@thelilystudio.com.