Categories / Invoicing/Collections/Cash Flow

Prepare S-Corp tax filings from bookkeeping data

Business

not stated (from agentusecases.ai summary)

Task

The author put QuickBooks exports and bank statements in a private Git repo. Claude Code (Opus 4.6) wrote Python scripts that parse the data and compute the S-Corp forms. Codex, on a high-reasoning model, reviewed the scripts, and the two went back and forth until they agreed the

Result

Codex flagged three findings on the 1120S scripts. The worst was a Schedule L Line 18 computed from total liabilities rather than other current liabilities. The author also found his own 2025 bookkeeping mistakes.

Tools

• Claude
• QuickBooks
• Claude Code

Setup

1. The author put QuickBooks exports and bank statements in a private Git repo. Claude Code (Opus 4.6) wrote Python scripts that parse the data and compute the S-Corp forms. Codex, on a high-reasoning model, reviewed the scripts, and the two went back and forth until they agreed the code was right. The author directed the work and checked the results.
2. Catch: The author has used a CPA since 1996 and describes directing and checking the work himself. [Card from agentusecases.ai summary
3. original not re-read this run.]

Source

agentusecases.ai ↗

Specifics rating

low specifics high = concrete numbers/quotes; med = partial; low = qualitative

Results as reported by the source; not independently verified.