Claude to prepare an inheritance return with tax review

Shishikura, a Japanese tax accountant, used Claude Code while preparing his own father's inheritance tax return. This was a family matter rather than a client case, and he withheld amounts, share names and property locations from the public account.

He collected bank balance certificates, listed share valuation data, property valuation certificates and receipts in one folder. Claude Code read the records, produced valuations and calculations in Excel, and transferred figures into official National Tax Agency PDF forms. For uncertain issues, he requested a summary based on the agency's notices before proceeding with calculations.

He also asked the agent to repeat calculations several times and compare differences. That did not replace final review. Shishikura found a digit misread through PDF OCR and an incorrect assumption that had distorted later calculations. He corrected both, drawing on his professional understanding of the return and tax framework.

Document collection remained a substantial human task, including certificates with the wrong reference date and missing share data. Final checking, submission and payment were reserved for him. At publication he expected to finish submission soon, rather than reporting a filed return or completed tax payment. The case demonstrates reviewed document preparation, with actual mistakes exposed instead of a claim that inheritance calculations were reliably automatic.

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Source: note.com · 不動産屋税理士 ししくら (@shishikuratao)