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Collect your tax documents for your accountant

Every tax form from your bank, broker and payroll sites in one folder, with a list of what is still missing.

  • You start it: When you start it
Use in CuiarRun from your AI agent

What it does

The task

Sign in with the vault to each site in this list: sites. Download the tax documents for tax year: wage statements, interest and dividend forms, mortgage interest, pension and donation receipts. Save them to the Google Drive folder folder, named with the site, the form name and the year. Compare what you found with my accountant's checklist in checklist doc. Send me the list of documents found and the items that are still missing. Do not submit anything.

  • It works in any bank site, any government site and Google Drive, in the workspace you pick, and signs in with passwords from your Cuiar vault.
  • It runs once, when you start it.

What you give it

BlankWhat to giveExample
sitesThe sites to sign in to, separated by commasNorthpeak payroll, Harbor Bank, Trailstone Brokerage, Homeline Mortgage
tax yearThe tax year2025
folderThe Google Drive folder for the documentsTaxes/2025
checklist docThe checklist from your accountanthttps://docs.google.com/document/d/1TaxChecklist2025

What you get back

An example run with the example values above. Your run uses your own data.

Tax year 2025: 9 documents saved to Taxes/2025

SiteDocument
Northpeak payrollW-2 2025
Harbor Bank1099-INT 2025 (interest 412.18 USD)
Trailstone Brokerage1099 composite 2025
Homeline Mortgage1098 2025 (interest 9,846.20 USD)
City Food BankDonation receipt, 500 USD

... 4 more

Missing from the checklist

  • HSA form 5498-SA: the site posts it by 31 May
  • Childcare receipts from Little Oaks Daycare: no online account

Run it in Cuiar

  1. 01

    Open it

    Click Use in Cuiar on this page. The side panel opens with the task in the composer.

  2. 02

    Fill in 4 blanks

    Type sites, tax year, folder and checklist doc. Tab moves to the next blank.

  3. 03

    Run it

    Run sends it to the agent. Follow each step in the panel, and stop it at any time.

From the terminal

cuiar exec "Sign in with the vault to each site in this list: Northpeak payroll, Harbor Bank, Trailstone Brokerage, Homeline Mortgage. Download the tax documents for 2025: wage statements, interest and dividend forms, mortgage interest, pension and donation receipts. Save them to the Google Drive folder Taxes/2025, named with the site, the form name and the year. Compare what you found with my accountant's checklist in https://docs.google.com/document/d/1TaxChecklist2025. Send me the list of documents found and the items that are still missing. Do not submit anything."

Run it from your AI agent

Claude Code, Codex, Cursor and other MCP clients reach Cuiar at https://mcp.cuiar.com/mcp. Add the server one time, then ask for the task in plain words, or call run_task yourself.

1. Add Cuiar to Claude Code

claude mcp add --transport http cuiar https://mcp.cuiar.com/mcp

2. Ask your agent

Use the Cuiar tool run_task to run my "Collect your tax documents for your accountant" template with sites = Northpeak payroll, Harbor Bank, Trailstone Brokerage, Homeline Mortgage; tax year = 2025; folder = Taxes/2025; checklist doc = https://docs.google.com/document/d/1TaxChecklist2025.

Setup for other agents: AI agents.

The tool call

{
  "name": "run_task",
  "arguments": {
    "task": "Sign in with the vault to each site in this list: Northpeak payroll, Harbor Bank, Trailstone Brokerage, Homeline Mortgage. Download the tax documents for 2025: wage statements, interest and dividend forms, mortgage interest, pension and donation receipts. Save them to the Google Drive folder Taxes/2025, named with the site, the form name and the year. Compare what you found with my accountant's checklist in https://docs.google.com/document/d/1TaxChecklist2025. Send me the list of documents found and the items that are still missing. Do not submit anything."
  }
}

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