How to file your 2026 taxes with Claude:

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File 1: tax-profile .md (Your tax identity)

1. Create a Google doc called "TAX-PROFILE"

2. Add your filing status, state, and dependents.

3. List income sources (W-2, freelance, dividends)

4. List deductions you've claimed in past years.

5. Add last year's refund or amount owed.

6. Save it as a .md file format.

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File 2: The Tax Checklist

7. Go to Claude → Projects → Create "2026 Taxes"

8. Upload your tax-profile .md.

9. Prompt:

I'm [filing status] in [state] with [income types]. Build me a checklist.

10. Add every document from that checklist.

11. Every new chat in that Project remembers it all.

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File 3: Connectors (Claude inside your tools)

12. Settings → Connectors → Connect Drive + Gmail

13. Stop downloading and re-uploading.

14. Open Cowork. Point it at your tax folder.

14. Prompt:

Create a TurboTax-ready import table with all my income, deductions, and credits. Include the IRS form and line number for each item.

15. It exports a real .xlsx and .pdf into your folder.

16. Paste it into TurboTax. Done.

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1. Go to how-to-ai.guide.

2. Then enter your work email.

3. It will ask you to pay or not. Don't pay.

4. Wait 2 min. Then open the welcoming email.

5. Click on my Notion library with everything in it.

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