Improving personal tax filing with Claude CLI and Obsidian
a day ago
- #Productivity
- #Tax Filing
- #AI Workflow
- Used Claude Code CLI and Obsidian to streamline personal tax filing in Canada.
- Created a structured Obsidian vault with folders for tax documents, Python scripts, and markdown files.
- Employed markitdown and ocrmypdf libraries to convert PDFs to markdown for LLM processing.
- Seeded CLAUDE.md files with financial context, such as currency rates and ESPP details, to guide Claude's calculations.
- Claude identified errors in previous ACB calculations, improving accuracy.
- Cross-checked Claude's outputs with online calculators and tax software drafts to ensure reliability.
- Found the workflow more efficient and flexible than using Claude desktop app or Notion MCP.
- Enhanced organization and reduced stress in managing taxes for multiple individuals.