Claude to prepare two salaried tax returns

Umino used Claude Cowork to prepare tax returns for herself and her husband, both salaried workers. The source material was varied: withholding PDFs, brokerage XML, photographed insurance certificates, medical paperwork and donation records from eight municipalities.

Cowork read the working folder and organized the amounts into Excel. Around forty scanned medical documents were part of the preparation. It also compared three ways of treating investment and dividend information and helped explain which figures belonged in the filing screens. Those comparisons were specific to the couple's documents; the account does not establish a generally best tax choice.

One useful cross-check involved insurance deductions. Her husband's year-end adjustment showed no deduction despite three insurance certificates, while her own documents already reflected an adjustment. The workflow surfaced the missing information without simply claiming the same certificates twice.

Umino performed the actual e-Tax entry. She authenticated with My Number and used the browser herself, copying prepared figures and asking Claude about confusing screens. The author reports roughly ¥78,000 for her return and ¥41,000 for her husband's, summarized as about ¥120,000 combined. The post describes the return amounts as confirmed but provides no bank-deposit date. Its roughly thirty-minute filing account also follows document collection and scanning, rather than proving the entire preparation took thirty minutes.

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Source: note.com · ウミノ｜AIとマーケティングの専門家