How to Generate a Tax Filing with Claude
Generate a tax filing with Claude and ToolRouter. Produce a completed filing and review PDF from your classified accounts.
Tool
Claude generates the filing and then walks you through the review PDF section by section, explaining what each figure represents and flagging anything that looks unusual. It is useful when you want to understand what is in the filing before it is submitted, rather than treating it as a black box.
Connect ToolRouter to Claude
1Open connector settings Open Settings
2Add a custom connector with these details
Name
ToolRouterURL
https://api.toolrouter.com/mcp3Let Claude set you up Open Claude
Steps
Once connected (see setup above), use the Accounts Preparer tool:
- After preparing your accounts, ask Claude: "Generate the tax filing from these accounts"
- Claude produces the filing and a review PDF
- Ask Claude to walk through the key figures: "Explain the main income and expense lines"
- Once satisfied, ask: "Is this ready to send to my accountant for sign-off?"
Example Prompt
Try this with Claude using the Accounts Preparer tool
My accounts are classified. Generate the tax filing and a review PDF. Walk me through the main figures so I understand what is being filed before I share it with my accountant.
Tips
- Ask Claude to flag any figure that is unusually high or low compared to previous periods
- Generate the review PDF before asking for the filing — it is easier to spot errors in the readable format
- Ask Claude to summarise the tax liability in plain language so you know what to expect to pay