Tax Document Organizer
Legal and finance skill, available on Zeplik
Tax Document Organizer is a ready-to-run legal and finance skill on Zeplik. Organize uploaded tax documents -- classify each form, pull key boxes, map expenses to Schedule E lines, build an accountant-ready packet. Ask in plain language and Zeplik applies the skill's method for you inside the conversation, on whichever AI model you prefer. It returns a structured document you can keep and reuse: Organized tax packet -- document inventory by category, extracted key fields per form, expenses mapped to Schedule E lines with a per-property subtotal, flagged items and gaps, and a not-tax-advice disclaimer (see artifact-templates/document.md).
The Tax Document Organizer skill loads automatically when your request matches it, or you can invoke it directly by typing /tax-doc-organizer in any chat. It works with attachments, connectors, and any model that supports the task, so you get the same expert method every time without setting anything up.
What the Tax Document Organizer skill can do
- Apply the Tax Document Organizer method to your legal and finance task
- Organize uploaded tax documents -- classify each form, pull key boxes, map expenses to Schedule E lines, build an accountant-ready packet
- Handle related work: tax documents, schedule e, 1099, w-2
- Produce a reusable document you can save and share
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Pick a prompt to open it in the Zeplik app. If you are not signed in yet, your prompt is waiting for you the moment you do.
How the Tax Document Organizer skill works
Tax Document Organizer
Take the stack of tax documents the user uploads or pastes and turn it into a clean, categorized, accountant-ready packet: every form classified, the key figures extracted, expenses mapped to the right Schedule E lines, and anything ambiguous flagged for review.
Disclaimer: This organizes and summarizes documents for a preparer to review. It is not tax advice and is not a filed return. Verify every figure against the source document. Every deliverable carries this disclaimer.
Step 1: Inventory what was provided
List each document the user gave you and classify it. Work only from the files provided; if a form is described but not attached, note it as missing rather than assuming its contents.
| Document | Category | Identification clues |
|---|---|---|
| W-2 | Wages | "Wage and Tax Statement", boxes for wages/withholding |
| 1099-NEC / -MISC | Self-employment / rents | "Nonemployee Compensation" / "Miscellaneous Income" |
| 1099-INT / -DIV / -B | Investment income | interest / dividends / broker proceeds |
| 1099-K / -R / -S / -G | Other income | card/network, retirement, real-estate, government |
| Schedule K-1 | Passthrough | partner's / shareholder's share |
| 1098 | Mortgage interest | "Mortgage Interest Statement" |
| Donation receipt | Charitable | 501(c)(3), "tax-deductible", nonprofit name |
| Expense receipt / invoice | Business or rental | vendor, property address, or trip context |
| Unclassifiable | Needs review | type or business cannot be determined -- flag, never guess |
Report the breakdown: how many documents, by category, and which are flagged for manual review.
Step 2: Extract the key fields
For each form, pull the figures a preparer needs -- and protect identifiers:
- W-2: employer name/EIN, Box 1 wages, Box 2 federal withholding, Boxes 3-6, Box 12 codes, state wages/withholding. Record only the last four digits of any SSN; never reproduce a full SSN.
- 1099s: payer name/TIN, recipient, and the relevant box amounts for that 1099 type, plus any state tax withheld.
- Expenses: vendor, date, amount (pre-tax / tax / total), the business or property it belongs to, and the Schedule E expense line it maps to (Step 3).
- Donations: organization, date, amount (or fair-market value for non-cash), cash vs non-cash, 501(c)(3) status, and whether goods or services were received in return.
Step 3: Map expenses to businesses and Schedule E lines
For each rental or business, group its expenses and map them to standard Schedule E categories (advertising, auto/travel, cleaning/maintenance, insurance, management fees, mortgage interest, repairs, supplies, taxes, utilities, depreciation, other). Assign an expense to a business by:
- a property address or entity name that matches the business,
- a vendor that recurs for that business, or
- an expense date that falls inside a business-trip date range the user gave.
If two businesses could match, ask. If nothing matches, list it under "needs review", not a guess.
Rental depreciation (state the assumption, do not compute a return): residential rental is straight-line over 27.5 years, commercial over 39 years, with the mid-month convention in the placed-in-service year. Report the basis and method; leave the schedule to the preparer.
Business trips / per diem: when the user gives trip dates and destinations, match travel expenses (flights, hotels, meals, ground transport, conference fees) that fall in those ranges to the trip, and note where the standard per-diem method may be simpler than actual receipts -- flag it, do not elect it.
Step 4: Assemble the packet and flag the gaps
Produce a per-property / per-business subtotal, a wages-and-income summary, and a donations summary. Then surface, at the top: unclassified documents, likely-missing forms (a 1098 referenced but not provided, a K-1 expected from a listed partnership), duplicate documents, and any figure that could not be read cleanly from the source.
Guardrails
- Only what was uploaded. No income, expense, or basis is invented; missing items are listed as missing.
- Protect identifiers. Last four of any SSN only; never reproduce full SSNs or full account numbers.
- Organize, do not file. This is a packet for a preparer; it maps and totals, it does not compute the return or elect treatments.
- Not tax advice. The disclaimer is on every deliverable.
Zeplik output presentation
Present one polished artifact: a two-line bottom line (what is here, what is missing), the document inventory table, per-business expense subtotals mapped to Schedule E lines, the income and donation summaries, a flagged-items list, then the disclaimer. Keep process commentary to one line.
How to use the Tax Document Organizer skill
Sign in to Zeplik
Create a free Zeplik account or sign in. New accounts start with free credits, so you can try the Tax Document Organizer skill right away.
Describe your legal and finance task
Ask in plain language, or type /tax-doc-organizer to invoke the skill directly. Zeplik recognizes the Tax Document Organizer skill and applies its method.
Review and refine the result
Zeplik returns a structured document you can edit, download, and reuse. Ask follow-ups to refine it.
Source and credit
- Author
- elderengineer
- License
- MIT
Adapted from the open-source elderengineer/tax-organizer project and tuned to run natively on Zeplik. View source on GitHub.
Frequently asked questions
- What is the Tax Document Organizer skill?
- Tax Document Organizer is a ready-to-run legal and finance skill on Zeplik. Organize uploaded tax documents -- classify each form, pull key boxes, map expenses to Schedule E lines, build an accountant-ready packet. Ask in plain language and Zeplik applies the skill's method for you inside the conversation, on whichever AI model you prefer. It returns a structured document you can keep and reuse: Organized tax packet -- document inventory by category, extracted key fields per form, expenses mapped to Schedule E lines with a per-property subtotal, flagged items and gaps, and a not-tax-advice disclaimer (see artifact-templates/document.md).
- How do I use Tax Document Organizer on Zeplik?
- Sign in to Zeplik and ask in plain language, or type /tax-doc-organizer in any chat to invoke it directly. The skill applies its method and returns a result you can refine in the same conversation.
- Which AI model does the Tax Document Organizer skill use?
- Any model you choose. Zeplik works across every model in one chat, so the Tax Document Organizer skill runs on your preferred model for the task.
- Where does the Tax Document Organizer skill come from?
- The Tax Document Organizer skill is adapted from the open-source elderengineer/tax-organizer project (MIT) and tuned to run natively on Zeplik. The original source is linked on this page.
- How much does the Tax Document Organizer skill cost?
- Using the skill is free to start. You only spend Zeplik credits when the assistant runs, and new accounts begin with free credits.
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More on Zeplik
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