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

Posted

Jul 10, 2026 by jamal (@m_jamal_jm)

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Last checked

Oct 16, 2026

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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.

Agent

Claude Code

The source didn't share its exact prompt, so we wrote this from what it describes.

Here's a task I'd like your help with. Read it all the way through before you start.

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

Check with me first: Which assessment year is this for?

What I'll give you:
- My tax documents
- A year of bank statements
- My 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.

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

Here's a task I'd like your help with. Read it all the way through before you start.

Goal: Reconcile my tax documents and bank statements against my AIS and work out my tax for ITR-3, for my CA's review.

Quick check first: tell me if anything below is missing or unclear.

Inputs (fill in or confirm):
- Assessment year
- Form 16, 26AS, AIS, capital gains statements
- Bank statements for the year
- Business/profession income details
- Prior year return for reference

Rules:
- Match every AIS entry to a document or bank line; list mismatches with amounts.
- Classify income by head (salary, business, capital gains, other sources).
- Use the assessment year's rates and rules; cite the rule for each deduction.
- Compare old and new regime if applicable.
- Note advance tax and TDS credits.

Checkpoint: Don't file anything on the income tax portal.

If you get stuck: If a document is missing, list it rather than estimating. If a login, CAPTCHA or two-step code appears, stop and ask me to handle it; never guess or store passwords.

Verify before you finish: Check totals per income head against source documents.

Output: Reconciliation sheet, tax computation and open questions.

Done when: every AIS entry is accounted for and the computation is ready for review.

Source

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