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tax-return-cleanup

by cdrguruData & AnalyticsSource

Parses noisy PDF-to-text tax forms into structured, agent-readable summaries.

FinanceAutomationData AnalysisPython

Install

mkdir -p .claude/skills/tax-return-cleanup && curl -L -o skill.zip "https://agentskills.codes/api/skills/download/15790" && unzip -o skill.zip -d .claude/skills/tax-return-cleanup && rm skill.zip

Installs to .claude/skills/tax-return-cleanup

Activation

This is the description your AI agent reads to decide when to run this skill — the better it matches your request, the more reliably it fires.

Clean and restructure a PDF-converted IRS Form 1065 KB file into an agent-readable markdown document. Removes IRS form noise (footer codes, tracking lines, tilde tab stops, address headings, anchor IDs), extracts Schedule K totals and partner capital accounts into summary tables, and groups content by logical section (CPA letter, Schedule K, K-1s, state returns). Writes a new _clean.md file alongside the original.
417 charsno explicit “when” triggerlonger than Claude Code's old 250-char listing cap (fine on current versions)
Intermediate

Key capabilities

  • →Remove IRS form noise from PDF-converted files.
  • →Extract Schedule K totals into a summary table.
  • →Extract partner capital accounts into a summary table.
  • →Group content by logical sections (CPA letter, Schedule K, K-1s, state returns).
  • →Write a new cleaned markdown file.

How it works

The skill locates and runs a Python script that transforms the input file by removing noise and adding structure, then verifies the output.

Inputs & outputs

You give it
A PDF-converted IRS Form 1065 KB file (e.g., `*_kb.md`).
You get back
A clean, agent-readable markdown document (`_clean.md`) with structured data.

When to use tax-return-cleanup

  • →Cleaning tax form data
  • →Extracting schedule totals
  • →Preparing tax files for AI analysis

About tax-return-cleanup

Uses scripts to remove document noise like tracking lines and footers, grouping data into organized sections and tables for analysis.

Clean and restructure a PDF-converted IRS Form 1065 KB file into an agent-readable markdown document. Removes IRS form noise (footer codes, tracking lines, tilde tab stops, address headings, anchor IDs), extracts Schedule K totals and partner capital accounts into summary tables, and groups content

When not to use it

  • →If the cleanup script (`tax_return_cleanup.py`) is not present.

Prerequisites

python3tax_return_cleanup.py

Limitations

  • →The script must be present at `$PROJECT_ROOT/.agent/scripts/tax_return_cleanup.py`.
  • →The skill processes IRS Form 1065 KB files.

How it compares

This skill automates the cleaning and structuring of specific tax forms, providing a machine-readable format, unlike manual data extraction or general document parsing.

Compared to similar skills

tax-return-cleanup side by side with the closest alternatives in the catalog.

SkillInstallsUpdatedSafetyDifficulty
tax-return-cleanup (this skill)06moReviewIntermediate
miniqmt-skill07moReviewIntermediate
quant-analyst1034moNo flagsAdvanced
stock-analyzer713moReviewBeginner

Try saying

Example prompts that trigger this skill in your AI assistant.

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