Claude Code Skills·Claude Skills·The open SKILL.md registry for Claude
ClaudSkills / General / finance-personal

Tax Return Summary

Category: General  ·  Sub-category: finance-personal  ·  Last updated:
type:review
Produces structured, citation-backed summaries of tax returns (Form 1040, schedules, W-2s, 1099s) for divorce, personal injury, and bankruptcy litigation. Extracts income sources, deductions, credits, and flags anomalies. Use when summarizing tax returns, analyzing financial discovery, assessing earning capacity, reviewing 1040s, or preparing financial profiles for litigation.

About this skill (catalog notes)

Tax Return Summary includes a dedicated installation section; pricing or quota commentary. The SKILL.md runs to about 912 words, in the catalog's typical mid-range.

License
Apache-2.0
Original author
CaseMark
Indexed lastmod
Catalog position
General · finance-personal
Indexed related skills
10

How Tax Return Summary fits the catalog

Tax Return Summary sits in the General category under the finance-personal sub-topic in the ClaudSkills catalog. There are 10 related skills indexed alongside it; comparing a few before installing usually reveals which fits your workflow best.

These notes are auto-generated from features detected in the SKILL.md file and from this catalog's structure — they aren't part of the source repository.

From the source SKILL.md

Structured legal analysis of tax returns with every figure cited as (Form [X], Line [Y]) for attorney verification.

What this skill does

Tax Return Summary 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/tax-return-summary/ and loads when your prompt matches the skill's trigger.

When to invoke it: Use when summarizing tax returns, analyzing financial discovery, assessing earning capacity, reviewing 1040s, or preparing financial profiles for litigation.

Who uses this skill

The Tax Return Summary Claude Code skill is built for Claude Code users and developers across all disciplines looking for general-purpose AI assistance. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 93,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).

How to install

Free

Manual install (2 steps)

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

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

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

Telegram

📱 Install from your phone or desktop Telegram

Open @claudskills_bot on Telegram, tap Open Desktop App, and the desktop app installs this skill for you. Or share the bot link with a colleague — they get the same one-tap install. Learn more →

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.

Frequently asked questions

How do I install the Tax Return Summary Claude Code skill?
Install via the ClaudSkills desktop app (one click) or copy SKILL.md from the source repository to ~/.claude/skills/tax-return-summary/SKILL.md and restart Claude Code. Both flows are detailed at claudskills.com/install/.
What does the Tax Return Summary skill do?
Produces structured, citation-backed summaries of tax returns (Form 1040, schedules, W-2s, 1099s) for divorce, personal injury, and bankruptcy litigation. Extracts income sources, deductions, credits, and flags anomalies. Use when summarizing tax returns, analyzing financial discovery, assessing earning capacity, reviewing 1040s, or preparing financial profiles for litigation.
Is this skill free to install?
Yes. ClaudSkills is an open registry — every skill keeps its source repository's license, and manual install via copy is free. ClaudSkills Pro ($9/mo, $79/yr, or $149 one-time) adds one-click install via the desktop app and a multi-signal Quality Score.
When should I use the Tax Return Summary skill?
Use Tax Return Summary when your Claude Code task falls under the General category — specifically in the finance personal area. Claude Code auto-discovers installed skills and invokes the right one based on the task description, so you can also ask Claude directly (e.g. "use Tax Return Summary" or describe the task and let Claude pick). Browse related skills at /category/general/.
What is a Claude Code skill and how does the Tax Return Summary skill fit in?
A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Tax Return Summary is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the General category. Learn more at /learn/what-is-a-claude-skill/.

Attribution & license

Cite this skill

If you reference this skill in a blog post, paper, or documentation, you can cite it as:

APA
CaseMark. (2026). Tax Return Summary [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/tax-return-summary/
BibTeX
@misc{tax-return-summary-2026,
  author    = {CaseMark},
  title     = {Tax Return Summary [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/tax-return-summary/}
}

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