ClaudSkills / General / finance-personal

Classifying Tax Transactions

Category: General  ·  Sub-category: finance-personal  ·  Last updated:
type:review
Content skill for classifying business bank transactions into US federal Schedule C (Form 1040) line items for sole proprietors and single-member LLCs disregarded for federal tax. Tax year 2025. Federal only. Supplies the Tier 1 deterministic vendor pattern library, Tier 2 conservative-default table, and refusal catalog. MUST be loaded alongside the tax-workflow-base skill which provides the three-state contract, citation discipline, structured-question form, and reviewer-attention output spec. This skill alone supplies rules but no workflow; the base alone supplies workflow but no rules.

From the source SKILL.md

This skill is the content layer for US Schedule C transaction classification. It supplies the rules: the deterministic vendor table, the conservative-default table for ambiguous cases, and the refusal catalog for out-of-scope situations. It must be loaded alongside tax-workflow-base, which supplies the three-state contract (clean / default-with-flag / refuse), the citation discipline, the structured-question form, and the reviewer-attention output specification.

What this skill does

Classifying Tax Transactions is a community-contributed Claude Code skill in the finance-personal sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/classifying-tax-transactions/ and loads when your prompt matches the skill's trigger.

Who uses this skill

The Classifying Tax Transactions skill is built for Claude Code users and developers across all disciplines looking for general-purpose AI assistance. It is part of the open ClaudSkills registry, a community-curated catalog of 56,000+ capabilities you can install for Claude Code — the Claude CLI agent.

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/classifying-tax-transactions
curl -L https://claudskills.com/skills/classifying-tax-transactions/SKILL.md \
  -o ~/.claude/skills/classifying-tax-transactions/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/classifying-tax-transactions/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/classifying-tax-transactions/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\classifying-tax-transactions\SKILL.md on Windows. See the full install guide for step-by-step instructions.

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

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Part of ClaudSkills — the open registry for Claude Code skills.  ·  What's New  ·  Install guide  ·  About  ·  llms.txt

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