Draft your tax return from bank statements
Newsletter editor Shakeel Hashim, who doesn't code, had Claude Code draft his tax filing from bank statements and invoices; he says it "got everything right."
Done with Claude Code
What they did
Shakeel Hashim edits the Transformer newsletter and says he has zero coding experience. Over two weeks, he had Claude Code go through his bank statements and invoices. It prepared a first draft of his tax filing. The Charter article quotes his post but gives no more detail on his steps.
How it went
Hashim wrote that the draft "got everything right."
Try it yourself with Claude Code
I have my bank statements and invoices for [tax year] in [folder]. Read them and build a spreadsheet that lists every income and expense item with date, amount, source file and a suggested category for a [your country] tax filing as a [employee / freelancer / business type]. Flag anything you are unsure about or that might need a receipt. Then draft the figures for each section of my tax return and explain how you got each one. Do not submit or file anything. I will review the draft myself and check it with [a tax professional or official guidance].
Swap the highlighted [parts] for your own details.
Source: Charter · Jan 2026
Written with AI assistance from the original post and checked against our editorial guidelines. Results are as reported by the source, not independently verified.
