Tax Filing Workflow with Claude

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. 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. 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. 15. Prompt: "Create a TurboTax-ready import table with all my income, deductions, and credits. Include the IRS form and line number for each item." 16. It exports a real .xlsx and .pdf into your folder. 17. Paste it into TurboTax. Done.