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Use Codex to catch an S-Corp tax field mapping error

John Sambrook prepared S-Corp tax materials with Claude Code and Codex working in different roles. QuickBooks data and bank statements went into a private Git repository; Claude wrote Python scripts to compute forms, while Codex reviewed those scripts using a model configured for deeper reasoning.

Source published common-sense.comAgent: Codex
OUR ADAPTATION

Suggested prompt

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Review these S-Corp scripts against source financial JSON. Trace Schedule L outputs to their input fields, list discrepancies by severity, and review revisions after fixes.

Evidence at a glance

Sourced account
Source author
John Sambrook
Original account
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Published
Source link checked
Reported result
Codex flagged three issues, including the Schedule L line-eighteen mapping error; Claude repaired findings through repeated review under Sambrook's supervision.
Human involvement
Sambrook directed the process, checked results and made tax decisions himself.

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How the agent did it

  1. Put financial records and calculation scripts in a private repository.
  2. Have a second agent trace computed fields back to source data.
  3. Fix findings, repeat review and personally check generated figures.

John Sambrook prepared S-Corp tax materials with Claude Code and Codex working in different roles. QuickBooks data and bank statements went into a private Git repository; Claude wrote Python scripts to compute forms, while Codex reviewed those scripts using a model configured for deeper reasoning.

One review of the 1120S scripts produced three findings ordered by severity. The most serious concerned Schedule L: the ending value for line eighteen had been derived from total liabilities instead of other current liabilities. Codex found the mismatch by following data from source JSON into the generated CSV. The review examined the meaning of a field, rather than whether a program merely ran.

Sambrook describes a repeated cycle: Codex identifies an issue, Claude repairs it, and Codex reviews the revision. He directs that process, checks the resulting figures, and makes decisions. The article reports preparation and correction work; it does not establish that agreement between the agents substitutes for his review.

Keeping statements beside the calculations also helped with related bookkeeping. When Sambrook asked to reconcile a business credit card, Claude identified the supporting statement's full local path and explained what data was needed.

Prompt
Suggested prompt (written by Agents In Use, not the author's)

Source: common-sense.com · John Sambrook

Frequently asked questions

What made the serious finding concrete?

The generated value came from total liabilities rather than the intended other-current-liabilities source field.

Why use a second agent?

Sambrook assigned Codex to review and Claude to repair, repeating the cycle when findings remained.

Who accepted the tax results?

Sambrook says he directed the work, checked results and made the decisions.

More details

About this account

Codex traced source JSON into CSV outputs and reviewed Claude's calculation scripts.

Firsthand source opened and read. Suggested prompt written by us from the reported workflow; no original task prompt is quoted.

Credit: John Sambrook

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Tools and topics

Codex · Claude Code Opus 4.6 · QuickBooks · Python

S-Corp taxes · Schedule L · Cross-agent review

Editorial completeness: 100/100. Measures documented fields, not agent performance or verified outcomes.