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.
note.com
Original prompt
Shared by the source author. See source notes for context.
フォルダの中身を読んで、相続財産を評価して
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Sourced account- Source author
- 不動産屋税理士 ししくら (@shishikuratao)
- Original account
- Read the source ↗
- Published
- Source link checked
- Reported result
- He prepared the inheritance return's Excel and PDF records and corrected identified mistakes; submission was still expected soon at publication.
- Human involvement
- Shishikura used his tax knowledge to correct OCR and assumption errors and kept final review, submission and payment.
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How the agent did it
- Collect the family estate's certificates, share data and receipts in one folder.
- Prepare Excel calculations and official PDF forms with Claude Code.
- Repeat calculations, inspect assumptions and OCR values, and retain submission and payment.
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.
Prompt
Original prompt
Source: note.com · 不動産屋税理士 ししくら (@shishikuratao)
Frequently asked questions
What errors did final review catch?
The author found a digit misread in PDF OCR and an incorrect assumption that affected downstream calculations.
Did repeated self-review remove human checking?
No. He repeated calculations but still relied on his own professional review and corrections.
Was the return already filed?
He expected to finish submission soon when writing; a completed filing or tax payment is not reported.
More details
About this account
Claude Code read estate documents, researched uncertain valuation rules and populated Excel calculations and official PDF forms.
Firsthand source opened and read. Prompt is a verbatim excerpt of the published original instruction.
Credit: 不動産屋税理士 ししくら (@shishikuratao)
Source published
Added to Agents In Use
Source checked
Tools and topics
Claude Code · Excel · National Tax Agency PDF
Inheritance return · Tax review · Asset documents · OCR errors
Editorial completeness: 100/100. Measures documented fields, not agent performance or verified outcomes.