File a complex tax return with OpenClaw
I just filed my taxes with OpenClaw. Task: The user prepared a complex 2025 tax return involving a $1.8M installment sale, LLC history, and multiple income sources. They fed historical documents (K-1s, returns, bank statements) to OpenClaw to reconstruct entity history and cost basis. During filing, the user manually navigated TurboTax while OpenClaw dictated field entries and verified calculations in real-time.; tools: OpenClaw. Human role: The original post does not say how a person stayed involved.; limitations: Success relied on the user's existing tax knowledge to verify outputs and catch double-counting errors in TurboTax's installment sale logic. Direct form automation was too slow and unreliable, requiring a human-in-the-loop workflow. Missing third-party documents (K-1s) forced estimates that may require future amendments..
Tools
Published on Agent Work Atlas:
Overview
I just filed my taxes with OpenClaw.
Workflow
The user prepared a complex 2025 tax return involving a $1.8M installment sale, LLC history, and multiple income sources. They fed historical documents (K-1s, returns, bank statements) to OpenClaw to reconstruct entity history and cost basis. During filing, the user manually navigated TurboTax while OpenClaw dictated field entries and verified calculations in real-time.
Reported result
The user completed the filing in approximately 6 hours, paying $129 for TurboTax and ~$24 for AI tokens, compared to $8,000 for a CPA previously. OpenClaw identified a previous accountant's date error and optimized underpayment penalties using the annualized income method. However, browser automation failed, requiring manual data entry, and missing K-1s necessitated estimated income reporting.
Human role
The original post does not say how a person stayed involved.
Limitations
Success relied on the user's existing tax knowledge to verify outputs and catch double-counting errors in TurboTax's installment sale logic. Direct form automation was too slow and unreliable, requiring a human-in-the-loop workflow. Missing third-party documents (K-1s) forced estimates that may require future amendments.
Try it
Act as a tax preparation assistant for a complex individual return. I will provide [replaceable inputs: prior tax returns, bank statements, purchase agreements, brokerage 1099s]. First, analyze these documents chronologically to reconstruct my entity history and cost basis, flagging any inconsistencies or errors from previous filings. Output a summary.md with required forms and open questions. Next, guide me through TurboTax field-by-field. Do not attempt browser automation; instead, dictate values for me to enter manually. Verify calculations for installment sales and estimated taxes. If a document is missing (e.g., K-1), propose an estimation method based on available bank data and note the risk of amendment. Before finalizing, review the draft return line-by-line for double-counting errors. Confirm with me before submitting any changes.
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