Real Agent Cases

Prepare an Indian income tax return (ITR-3) with Claude Code

Source date:
Last verified:
Method:
How we verify

Evidence: Described by posterThe person describes what happened in words, without screenshots or video.

Outcome

Given tax documents and a year of bank statements, Claude Code reconciled the figures against the poster's AIS (annual information statement), caught 2 mistakes that could have triggered notices, and computed the tax; the poster then filed.

Poster says:2 mistakes caught

This is the source's own number. We haven't measured it.

Agent

Claude Code

Prompt Recreated prompt

The source did not publish its exact prompt. This one is our reconstruction from what the source describes.

Not sure how to start? Tell me what you're trying to get done and I'll help you turn it into a clear request.

Goal: Reconcile my tax documents and bank statements against my annual information statement (AIS) and work out my tax for the return.

Quick check first: Which assessment year is this for?

What I need from you:
- Your tax documents
- A year of bank statements
- Your AIS

Rules:
- Match every income and transaction to the AIS and list any mismatches.
- If something is missing or unclear, ask me instead of guessing.
- Show your calculation step by step. This is preparation, not professional tax advice.
- Don't file anything. I'll review and file myself.

Output: A reconciliation with any mismatches flagged, and the computed tax with workings.

If any of this is unclear, tell me what you have and I'll help fill the gaps.

You'll know it worked when: every amount is accounted for and you understand any mismatch before filing.

Source

https://x.com/m_jamal_jm/status/2075517698319286312

By jamal (@m_jamal_jm) · Published Jul 10, 2026 · Added Oct 16, 2026 · Last verified Oct 16, 2026

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