TaxAct agent skills for Claude Code, Cursor and RevampKey

3 ready-made playbooks that teach an AI agent how to do real TaxAct work: which tools to call, what to check first, and when to stop and ask you.

Download RevampKey, free I have it: connect TaxAct

Connect TaxAct once and all 3 skills install themselves and stay up to date. Mac, Windows and Linux.

All 3 TaxAct skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereRead-only8 TaxAct tools

Using the TaxAct connector well and safely

A practical guide to asking TaxAct tax questions through Claude. It confirms your tax year and filing situation first, picks the right tool for each question, and is clear about what an estimate cannot cover.

Use it when

You want general tax information for the 2025 tax year without creating an account.
You are not sure which TaxAct tool fits your question.
You want to know how far to trust a refund estimate before acting on it.

Tools it uses

estimate_taxes
tax_deadlines
explain_tax_document
ask_tax_question
tax_document_checklist
find_interview_topic
compare_filing_costs
connect_with_expert

Example

I earned $85,000 in wages last year, I'm single with no dependents, and I have no side income. Roughly what should my federal refund be, and what does the estimate leave out?

Based on TY2025 wage income of $85,000, single, no dependents, using the standard deduction, the estimate is a federal refund of about $1,400. It does not include itemized deductions, self-employment tax, capital gains, or most credits, so treat it as a rough guide and file with TaxAct for an exact figure.

Use in RevampKeyRead the full skill →

Read-only7 TaxAct tools

Build your TaxAct pre-filing readiness plan

Turns your situation into a plan: which deadlines apply, what documents to gather and where each item goes in TaxAct. It reads the connector's information and asks before assuming anything about your income or state.

Use it when

You want to know what to gather before you start filing.
You are not sure whether you need to request an extension.
A form is missing and you want to know when to chase it.

Tools it uses

tax_deadlines
tax_document_checklist
find_interview_topic
explain_tax_document
compare_filing_costs
connect_with_expert
ask_tax_question

Example

I'm single, I work a W-2 job in Ohio, and I bought a home this year. What do I need before I file and what are my deadlines?

Here is your plan for the 2025 tax year. Federal filing is due in April, with 90 days left as of today. Ohio has its own filing date, and I've flagged it as conditional until you confirm your residence. Gather your W-2 from your employer, Form 1098 from your mortgage servicer, and the closing statement from your home purchase. Your 1098 is usually mailed by late January. Filing an extension gives you more time to file, but any tax you owe is still due by the original date.

Use in RevampKeyRead the full skill →

Read-only2 TaxAct tools

Estimate your federal tax refund or amount owed

Turns your income and household details into a rough federal (and optional state) refund or amount-owed estimate for the 2025 tax year, and says what the estimate leaves out. It asks for filing status and withholding first rather than guessing.

Use it when

You want a rough idea of whether you will get a refund or owe this year
You are comparing filing status options before you file
You want to know how much of your paycheck goes to federal tax after withholding

Tools it uses

estimate_taxes
ask_tax_question

Example

I made $85,000 last year, filing single with no dependents. Roughly what's my federal refund?

For the 2025 tax year, filing single with no dependents and about $85,000 in W-2 wages, the estimate suggests a federal refund in roughly the $1,500 to $2,500 range, assuming your employer withheld close to the normal amount. The biggest uncertainties are how much was actually withheld and whether you itemize. This estimate does not cover self-employment income, capital gains, or most credits, so treat it as a planning figure and enter the return in TaxAct for the exact amount.

Use in RevampKeyRead the full skill →

Get all 3 without copying a file

RevampKey adds the skills when you connect TaxAct, updates them for you and removes them when you disconnect.

Download RevampKey

How TaxAct skills work

Connect TaxAct
The TaxAct MCP server gives the agent its tools.
Ask in plain words
“I'm single, I work a W-2 job in Ohio, and I bought a home this year. What do I need before I file and what are my deadlines?” Each SKILL.md says when it applies, so only the one that fits is loaded.
Approve any change
The agent calls the tools in order, checks its work, and shows you any change before it makes it.

How to install TaxAct skills

In RevampKey the skills install themselves when you connect TaxAct. In other tools each skill is one folder with a SKILL.md file, and you also need the TaxAct MCP server connected there.

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect TaxAct. All 3 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “I'm single, I work a W-2 job in Ohio, and I bought a home this year. What do I need before I file and what are my deadlines?”
Download RevampKeyConnect TaxAct · 1 click
Get RevampKey to connect TaxAct
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and TaxAct is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials pre-filing-readiness tax-refund-estimate; do curl -fsSL --create-dirs -o .claude/skills/taxact-$s/SKILL.md https://revampkey.com/marketplace/taxact/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the TaxAct MCP server in Claude Code.

Run this in your project folder to add all 3 skills:

for s in essentials pre-filing-readiness tax-refund-estimate; do
  curl -fsSL --create-dirs -o .claude/skills/taxact-$s/SKILL.md https://revampkey.com/marketplace/taxact/skills/$s/SKILL.md
done

Ask in plain language, for example “I'm single, I work a W-2 job in Ohio, and I bought a home this year. What do I need before I file and what are my deadlines?”

Into the shared .agents/skills folder

Connect the TaxAct MCP server in Cursor.

Run this in your project folder to add all 3 skills:

for s in essentials pre-filing-readiness tax-refund-estimate; do
  curl -fsSL --create-dirs -o .agents/skills/taxact-$s/SKILL.md https://revampkey.com/marketplace/taxact/skills/$s/SKILL.md
done

Ask in plain language, for example “I'm single, I work a W-2 job in Ohio, and I bought a home this year. What do I need before I file and what are my deadlines?”

Into the shared .agents/skills folder

Connect the TaxAct MCP server in Codex.

Run this in your project folder to add all 3 skills:

for s in essentials pre-filing-readiness tax-refund-estimate; do
  curl -fsSL --create-dirs -o .agents/skills/taxact-$s/SKILL.md https://revampkey.com/marketplace/taxact/skills/$s/SKILL.md
done

Ask in plain language, for example “I'm single, I work a W-2 job in Ohio, and I bought a home this year. What do I need before I file and what are my deadlines?”

Into the shared .agents/skills folder

Connect the TaxAct MCP server in VS Code.

Run this in your project folder to add all 3 skills:

for s in essentials pre-filing-readiness tax-refund-estimate; do
  curl -fsSL --create-dirs -o .agents/skills/taxact-$s/SKILL.md https://revampkey.com/marketplace/taxact/skills/$s/SKILL.md
done

Ask in plain language, for example “I'm single, I work a W-2 job in Ohio, and I bought a home this year. What do I need before I file and what are my deadlines?”

RevampKey or copy the files?

In RevampKey

One click when you connect TaxAct
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

Download free

Copy into your project

One command per project
Run it again to get updates
You connect the TaxAct MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

TaxAct skills FAQ

What is a TaxAct agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each TaxAct skill describes one job, which TaxAct tools to use in which order, what to check first and when to stop and ask you.

Do the TaxAct skills change anything on their own?

3 of the 3 only read. The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in TaxAct.

Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect TaxAct; elsewhere you copy the folders into your project or skills directory.

Do I need the TaxAct MCP server too?

Yes. The skills tell the agent how to do the work; the TaxAct MCP server gives it the tools to do it. The TaxAct MCP setup guide covers every client.

TaxAct MCP server setup · This page as Markdown

Put TaxAct’s best workflows in your agent

Download RevampKey, connect TaxAct and ask your first question in about a minute.

Download RevampKey Connect TaxAct · 1 click

All 3 TaxAct skills

Using the TaxAct connector well and safely

Use it when

Tools it uses

Build your TaxAct pre-filing readiness plan

Use it when

Tools it uses

Estimate your federal tax refund or amount owed

Use it when

Tools it uses

Get all 3 without copying a file

How TaxAct skills work

How to install TaxAct skills

RevampKey or copy the files?

In RevampKey

Copy into your project

TaxAct skills FAQ

Put TaxAct’s best workflows in your agent

Skills for related tools