# TaxAct agent skills for Claude Code, Cursor and RevampKey

> Ready-made TaxAct playbooks for AI agents: build your TaxAct pre-filing readiness plan, estimate your federal tax refund or amount owed. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Using the TaxAct connector well and safely](https://revampkey.com/marketplace/taxact/skills/essentials.md): 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.
- [Build your TaxAct pre-filing readiness plan](https://revampkey.com/marketplace/taxact/skills/pre-filing-readiness.md): 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.
- [Estimate your federal tax refund or amount owed](https://revampkey.com/marketplace/taxact/skills/tax-refund-estimate.md): 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.

## Install

- RevampKey: connect TaxAct at https://revampkey.com/marketplace/taxact; the skills come with it.
- Any Agent Skills tool, into the current project:

```bash
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
```

### 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.

MCP setup guide: https://revampkey.com/marketplace/taxact.md