Real use caseWe have not tested this ourselves
Draft rental property tax forms from your own files
The poster asked Claude Cowork to prepare a draft Schedule E, the US tax form for rental income, from his income and expense files. His key instruction was to show the plan first and ask for approval before touching the final forms.
AgentClaude Cowork
Where this comes from
Original post by @TechFinSpecial on X, Oct 8, 2026. We rewrote it in our own words. The result is what the poster reports.
Read the originalCopy-paste setup
Use the files in [FOLDER] to prepare a draft Schedule E for [PROPERTY ADDRESS], tax year [YEAR]. First show me your plan and the income and expense totals you found, with the file each number came from. Wait for my OK before filling in any form, and flag any number you're unsure about.
Our own prompt, written from what the source describes. We have not tested it yet. Text in [BRACKETS] is what you replace.
Want to do this yourself?
Our task page compares which agents can do this job, with steps and a prompt.
Taxes & paperworkAgents not tested
Gather tax documents and fill in a draft
Tax season means hunting through email and bank accounts. An agent can collect the documents and draft the forms for you to review.
Claude CoworkGrok BotChatGPT Work