{"slug":"claude-cowork-list-tax-documents-still-missing","title":"List tax documents still missing","summary":"Claude Cowork handles this as a draft: Compare the checklist I write to the files in the folder. Return only the gaps. Do not file.","agent":"Claude Cowork","agentSlug":"claude-cowork","category":"Data","categorySlug":"data","roles":["Finance"],"roleSlugs":["finance"],"industries":["Software"],"industrySlugs":["software"],"jobs":["finance-ops"],"topic":"Personal Finance","topicSlug":"personal-finance","score":31,"difficulty":"easy","estCost":"One individual paid plan is usually enough for a short run.","costTier":"low","timeSaved":"Twenty minutes","prompt":"You are working as Claude Cowork on one playbook.\n\nTask: Compare the checklist I write to the files in the folder. Return only the gaps.\n\nRules:\n- Use only sources I give you. If a file, page, or number is missing, write unknown.\n- Do not invent URLs, prices, or names.\n- Stop rule: Do not file.\n\nReturn the work product first, then a short list of what you did not do because of the stop rule, and the single decision I still have to make.","steps":[{"title":"Open Claude Cowork where the source material already lives","detail":"Use the account, repo, or folder that has the real files. If you cannot see them, stop."},{"title":"Paste the prompt and name the exact input","detail":"Compare the checklist I write to the files in the folder. Return only the gaps."},{"title":"Check three facts against the source","detail":"A wrong date, amount, or name means the draft is not ready."},{"title":"Keep the stop rule","detail":"Do not file."}],"sourceUrl":"https://claude.com/docs/cowork/overview","sourceNote":"Claude Cowork's overview returned HTTP 200 on 16 Oct 2026. It describes local files, spreadsheets, slides, and a stop before sensitive actions. This playbook is an original unverified reconstruction.","date":"2026-09-12","verified":false,"status":"unverified","sponsorUrl":"","metrics":[{"label":"Hands-on time","value":"Twenty minutes"},{"label":"You still approve","value":"Do not file."}],"faq":[{"question":"Has this Claude Cowork playbook been re-run for the catalog?","answer":"No. It is an unverified reconstruction. The source URL was checked on 16 Oct 2026."},{"question":"What stays human?","answer":"Do not file."}],"url":"https://aiplaybookgems.com/usecases/claude-cowork-list-tax-documents-still-missing","jsonUrl":"https://aiplaybookgems.com/api/usecases/claude-cowork-list-tax-documents-still-missing"}