tax-doc-collector

Track deductible expenses year-round with smart categorization, receipt logging, and tax-ready export. Organizes by IRS schedule categories, estimates tax savings per deduction, flags audit risks, and generates Schedule C / Schedule A ready reports. Never scramble at tax time again.

voronindenis5@voronindenis5

Install

openclaw skills install @voronindenis5/tax-doc-collector

Tax Doc Collector

A standalone command-line tool for tracking tax-deductible expenses throughout the year. Instead of a shoebox of receipts in April, maintain a clean, categorized, audit-ready expense log with real-time tax savings estimates.

Quick Start

bash

# Set your tax bracket
python3 scripts/tax_docs.py setup --bracket 24

# Log deductible expenses as they happen
python3 scripts/tax_docs.py add --amount 45.99 --category "office supplies" --merchant "Staples" --note "printer ink"
python3 scripts/tax_docs.py add --amount 120.00 --category "meals" --merchant "Business Lunch" --note "client meeting"
python3 scripts/tax_docs.py add --amount 250.00 --category "charity" --merchant "Red Cross"

# Add a mileage deduction
python3 scripts/tax_docs.py add-mileage --miles 45 --purpose "client visit"

# See your year-to-date summary
python3 scripts/tax_docs.py summary

# Check audit risk
python3 scripts/tax_docs.py audit-risk

# Export for tax filing
python3 scripts/tax_docs.py export schedule-c
python3 scripts/tax_docs.py export schedule-a

Commands

Command	Description
`setup --bracket <percent>`	Set your marginal tax bracket
`add --amount <N> --category <cat> --merchant <name> [--note text] [--date YYYY-MM-DD]`	Log a deductible expense
`add-mileage --miles <N> --purpose <text> [--date YYYY-MM-DD]`	Log deductible mileage
`add-home-office --sqft <N>`	Calculate home office deduction
`summary [--year YYYY]`	Year-to-date deduction summary with tax savings
`by-category <category> [--year YYYY]`	Show all expenses in a category
`audit-risk [--year YYYY]`	Flag high audit-risk deductions
`export schedule-c [--year YYYY]`	Export Schedule C format
`export schedule-a [--year YYYY]`	Export Schedule A format
`export csv [--year YYYY]`	Export all data as CSV
`categories`	List all IRS categories with limits
`mileage-rate [--year YYYY]`	Show current IRS mileage rate
`list [--year YYYY] [--category cat]`	Browse logged expenses
`delete <id>`	Delete an expense

How It Works

IRS Category Matching

Expenses are categorized into IRS-recognized categories:

Schedule C (Self-employed / Business):

Advertising, Car/truck expenses, Commissions, Contract labor, Depletion
Depreciation, Employee benefits, Insurance, Interest (mortgage/other)
Legal/professional services, Office expenses, Pension/profit-sharing
Rent/lease, Repairs/maintenance, Supplies, Taxes/licenses
Travel/meals, Utilities, Wages, Other

Schedule A (Itemized Personal):

Medical/dental, Taxes paid (state/local, property), Mortgage interest
Charity (cash and non-cash), Casualty/theft losses, Miscellaneous

Real-Time Tax Savings

Each expense instantly shows estimated tax savings:

text

Savings = Amount × Marginal Tax Rate

Audit Risk Scoring

The system flags deductions that are statistically more likely to trigger IRS scrutiny:

Meals/entertainment exceeding norms
Charitable donations exceeding 5% of typical income
Home office deductions without corresponding income
Vehicle expenses without mileage logs
Large cash transactions

Mileage Deductions

Uses current IRS standard mileage rates:

2024 Business: 67 cents/mile
2024 Medical/moving: 21 cents/mile
2024 Charity: 14 cents/mile

Home Office

Calculates the simplified home office deduction ($5/sqft, max 300 sqft) or detailed method (percentage of home expenses).

Data Storage

Data is stored in ~/.tax_docs.json. Sensitive — keep backups.