Itr Wala
karanb192/itr-wala
File Indian income tax returns (ITR) for FY 2025-26 / AY 2026-27.
Tax optimization strategies including tax-loss harvesting, wash sale rule navigation, asset location optimization, Roth conversion analysis, and charitable giving strategies.
Install Tax Optimizer
$ npx skills add CoWork-OS/CoWork-OS --skill tax-optimizer -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install CoWork-OS/CoWork-OS tax-optimizer --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/CoWork-OS/CoWork-OS.git skills-src && mkdir -p .claude/skills && cp -r skills-src/resources/skills/tax-optimizer .claude/skills/tax-optimizer && rm -rf skills-srcUse ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.
Claude Code skills documentation · loads skills from .claude/skills/
Install the "tax-optimizer" agent skill from https://github.com/CoWork-OS/CoWork-OS/tree/main/resources/skills/tax-optimizer into .claude/skills/tax-optimizer/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "tax-optimizer", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/CoWork-OS/CoWork-OS/tree/main/resources/skills/tax-optimizerType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add CoWork-OS/CoWork-OS --skill tax-optimizer -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install CoWork-OS/CoWork-OS tax-optimizer --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/CoWork-OS/CoWork-OS.git skills-src && mkdir -p .agents/skills && cp -r skills-src/resources/skills/tax-optimizer .agents/skills/tax-optimizer && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "tax-optimizer" agent skill from https://github.com/CoWork-OS/CoWork-OS/tree/main/resources/skills/tax-optimizer into .agents/skills/tax-optimizer/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "tax-optimizer", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add CoWork-OS/CoWork-OS --skill tax-optimizer -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install CoWork-OS/CoWork-OS tax-optimizer --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/CoWork-OS/CoWork-OS.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/resources/skills/tax-optimizer .cursor/skills/tax-optimizer && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "tax-optimizer" agent skill from https://github.com/CoWork-OS/CoWork-OS/tree/main/resources/skills/tax-optimizer into .cursor/skills/tax-optimizer/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "tax-optimizer", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/CoWork-OS/CoWork-OS.git --path resources/skills/tax-optimizer--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add CoWork-OS/CoWork-OS --skill tax-optimizer -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install CoWork-OS/CoWork-OS tax-optimizer --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/CoWork-OS/CoWork-OS.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/resources/skills/tax-optimizer .gemini/skills/tax-optimizer && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "tax-optimizer" agent skill from https://github.com/CoWork-OS/CoWork-OS/tree/main/resources/skills/tax-optimizer into .gemini/skills/tax-optimizer/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "tax-optimizer", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install CoWork-OS/CoWork-OS tax-optimizerInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add CoWork-OS/CoWork-OS --skill tax-optimizer -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/CoWork-OS/CoWork-OS.git skills-src && mkdir -p .github/skills && cp -r skills-src/resources/skills/tax-optimizer .github/skills/tax-optimizer && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "tax-optimizer" agent skill from https://github.com/CoWork-OS/CoWork-OS/tree/main/resources/skills/tax-optimizer into .github/skills/tax-optimizer/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "tax-optimizer", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add CoWork-OS/CoWork-OS --skill tax-optimizer -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install CoWork-OS/CoWork-OS tax-optimizer --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/CoWork-OS/CoWork-OS.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/resources/skills/tax-optimizer .opencode/skills/tax-optimizer && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "tax-optimizer" agent skill from https://github.com/CoWork-OS/CoWork-OS/tree/main/resources/skills/tax-optimizer into .opencode/skills/tax-optimizer/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "tax-optimizer", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
tax-optimizer- GitHub stars
- 477
- Token cost
- ~829 tokens
- SKILL.md length
- 290 words
- Files
- 3 (incl. scripts, references)
- Skills in repo
- 46
- Repo updated
- First seen
- Licence
- MIT
At a glance
Tax optimization strategies including tax-loss harvesting, wash sale rule navigation, asset location optimization, Roth conversion analysis, and charitable giving strategies.
- Tasks that involve Tax preparation
- SKILL.md covers Purpose, Routing, Trigger Examples and Parameters, plus 1 more section
What it does
Tax Optimizer is an agent skill from CoWork-OS/CoWork-OS. Tax optimization strategies including tax-loss harvesting, wash sale rule navigation, asset location optimization, Roth conversion analysis, and charitable giving strategies.
Its SKILL.md is about 830 tokens, which your agent loads only when the skill is triggered. The skill folder holds 4 other files, including scripts and reference files (for example `references/full-guidance.md`).
It sits in Business, Finance & HR, covering Tax preparation. The repository describes itself as: Local-first personal agentic OS and everything app for coding, knowledge work, web design, automations, and artifacts. The licence is MIT.
When your agent uses it
- Tasks that involve Tax preparation
Example prompts
- “/tax-optimizer”
What it can do on your machine
Read from SKILL.md and the folder at commit 0ace02b. It shows what the files ask for, not the result of running them.
Tool permissions
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Runs code
Ships 1 file in scripts/, which the agent can run.
From the folder's file list and the shell code blocks in SKILL.md.
Network
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Context cost
Tax Optimizer loads about 829 tokens when it runs, and up to ~4.6k if it reads all its reference files. Until then it costs about 47 tokens; SKILL.md has 290 words of instructions outside code blocks.
Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.
Safety
Auto-check passed
The automated check found no risky patterns in SKILL.md.
Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); the scripts in this folder are not scanned.
SKILL.md
The full file from CoWork-OS/CoWork-OS at commit 0ace02b, republished under its MIT licence (© CoWork-OS). 290 words, ~829 tokens.
Download SKILL.mdSave it as
.claude/skills/tax-optimizer/SKILL.md (or your agent's skills folder). This skill also uses 2 other files; get the full folder from GitHub.- name
- tax-optimizer
- description
- Tax optimization strategies including tax-loss harvesting, wash sale rule navigation, asset location optimization, Roth conversion analysis, and charitable giving strategies.
- version
- 1.0.0
- metadata.author
- CoWork OS Contributors <info@coworkosapp.com>
Tax Optimizer
Purpose
Tax optimization strategies including tax-loss harvesting, wash sale rule navigation, asset location optimization, Roth conversion analysis, and charitable giving strategies.
Routing
- Use when: Use when the user asks about tax-loss harvesting, wash sale rules, asset location, Roth conversion, tax-efficient investing, capital gains management, charitable giving tax strategies, or tax-optimized withdrawal sequencing.
- Do not use when: Do not use when the request is about tax preparation/filing, business tax strategy, estate tax planning, or non-investment tax questions.
- Outputs: Outcome from Tax Optimizer: tax-efficient strategy recommendations with quantified tax savings, implementation steps, timing guidance, and compliance guardrails.
- Success criteria: Returns specific tax optimization actions with estimated dollar savings, applicable rules and thresholds, implementation timeline, and clear warnings about compliance requirements like wash sale rules.
Trigger Examples
Positive
- Use the tax-optimizer skill for this request.
- Help me with tax optimizer.
- Use when the user asks about tax-loss harvesting, wash sale rules, asset location, Roth conversion, tax-efficient investing, capital gains management, charitable giving tax strategies, or tax-optimized withdrawal sequencing.
- Tax Optimizer: provide an actionable result.
Negative
- Do not use when the request is about tax preparation/filing, business tax strategy, estate tax planning, or non-investment tax questions.
- Do not use tax-optimizer for unrelated requests.
- This request is outside tax optimizer scope.
- This is conceptual discussion only; no tool workflow is needed.
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
| portfolio | string | Yes | Portfolio details including account types and holdings (e.g., Taxable: SPY $200K, AAPL $50K; IRA: BND $100K; Roth: VTI $75K) |
| strategy | select | Yes | Tax optimization strategy to focus on |
| question | string | Yes | Your specific tax optimization question |
| taxBracket | select | Yes | Federal marginal tax bracket |
| filingStatus | select | Yes | Tax filing status |
Runtime Prompt
- Current runtime prompt length: 1139 characters.
- Runtime prompt is defined directly in
../tax-optimizer.json.
© CoWork-OS, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Files
SKILL.md and 2 other files (scripts, references) in resources/skills/tax-optimizer of CoWork-OS/CoWork-OS.
- SKILL.md
- references/full-guidance.md
- scripts/.gitkeep
Open the folder on GitHubat commit 0ace02b
Compare with similar skills
Tax Optimizer next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Tax Optimizer this skillCoWork-OS/CoWork-OS | 477 | — | ~829 | Automated safety check: Pass | MIT | |
| Itr Walakaranb192/itr-wala | 871 | — | ~3.6k | Automated safety check: Pass | MIT | |
| Tax Filingrobbalian/claude-tax-filing | 174 | — | ~2.5k | Automated safety check: Pass | None | |
| India Itr CopilotLoki200399/india-itr-copilot | 147 | — | ~2.4k | Automated safety check: Pass | MIT | |
| Consumption Taxkazukinagata/shinkoku | 365 | — | ~1.8k | Automated safety check: Pass | MIT | |
| Beancount Optionsbex-co/beancount-io | 297 | — | ~3.7k | Automated safety check: Pass | MIT |
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Related
Categories
Questions about Tax Optimizer
What does Tax Optimizer do?
Tax optimization strategies including tax-loss harvesting, wash sale rule navigation, asset location optimization, Roth conversion analysis, and charitable giving strategies. Tax Optimizer is an agent skill from CoWork-OS/CoWork-OS. Tax optimization strategies including tax-loss harvesting, wash sale rule navigation, asset location optimization, Roth conversion analysis, and charitable giving strategies.
When should I use Tax Optimizer?
Tax Optimizer fits situations like: tasks that involve Tax preparation.
How do I install Tax Optimizer in Claude Code?
Run `npx skills add CoWork-OS/CoWork-OS --skill tax-optimizer -a claude-code`. Or copy the skill folder (resources/skills/tax-optimizer in CoWork-OS/CoWork-OS) into .claude/skills/tax-optimizer in your project. Claude Code loads it when a task matches its description.
How do I install Tax Optimizer in Codex?
Run `npx skills add CoWork-OS/CoWork-OS --skill tax-optimizer -a codex`. Or copy the skill folder (resources/skills/tax-optimizer in CoWork-OS/CoWork-OS) into .agents/skills/tax-optimizer in your project. Codex loads it when a task matches its description.
Can I use Tax Optimizer in Cursor, Gemini CLI or GitHub Copilot?
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add CoWork-OS/CoWork-OS --skill tax-optimizer -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/tax-optimizer, .gemini/skills/tax-optimizer, .github/skills/tax-optimizer and .opencode/skills/tax-optimizer in your project.
What does Tax Optimizer need to run?
SKILL.md names no scripts, command-line tools or credentials: Tax Optimizer is instructions for the agent only.
Does Tax Optimizer access the network?
SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.
Is Tax Optimizer safe to install?
Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.
What licence does Tax Optimizer use?
Tax Optimizer is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Tax Optimizer use?
About 829 tokens (SKILL.md is roughly 3.3k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 3.8k tokens, read only when the agent opens those files.
What are the alternatives to Tax Optimizer?
Skills that share tags, products or a category with Tax Optimizer: Itr Wala (karanb192/itr-wala, 871 stars), Tax Filing (robbalian/claude-tax-filing, 174 stars), India Itr Copilot (Loki200399/india-itr-copilot, 147 stars) and Consumption Tax (kazukinagata/shinkoku, 365 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Tax Optimizer?
CoWork-OS (a GitHub organization) maintains it in CoWork-OS/CoWork-OS, which has 477 GitHub stars. The repository holds 46 skills in this directory. The repository was last updated on October 9, 2026.
Source: CoWork-OS/CoWork-OS on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.