Extract, store, and export tax documents (W-2, 1099-DA, all 1099 variants, K-1) using AI. Local-first — your documents never leave your machine. Web UI at localhost:8421.
Local-first AI tax document extraction skill for OpenClaw.
TaxClaw declares the following permissions transparently. Review before installing.
| Permission | What & Why | Default |
|---|---|---|
| Read filesystem | Reads uploaded PDF/image files you provide | Required |
| Write filesystem | Stores extracted data at ~/.local/share/taxclaw/ and config at ~/.config/taxclaw/ | Required |
| Network (local only) | Binds to localhost:8421 only — no external network access in default mode | Required |
| Network (cloud AI) | Only if you explicitly enable cloud mode in config + acknowledge privacy warning | Opt-in only |
| Credentials | None read or stored — no API keys required in local-only mode |
| N/A |
| Sensitive data | Tax documents stay on your machine. Nothing is sent externally in default (Ollama) mode | Local-only |
TaxClaw does NOT:
If you enable cloud mode (Claude): A mandatory privacy warning is displayed. You must explicitly set cloud_acknowledged: true in config before processing begins.
Audit this skill: Source code is fully open at github.com/DougButdorf/TaxClaw (MIT License). Read it before you install it.
bash ~/.openclaw/workspace/skills/taxclaw/setup.sh
Config lives at:
~/.config/taxclaw/config.yamlDefault is local-first (Ollama on your machine). If you enable cloud mode, TaxClaw will refuse to run until you explicitly acknowledge the privacy warning in config.
bash ~/.openclaw/workspace/skills/taxclaw/start.sh
# Open: http://localhost:8421
# Ingest a document
~/.openclaw/workspace/skills/taxclaw/bin/taxclaw \
ingest path/to/document.pdf --filer doug --year 2025
# List documents
~/.openclaw/workspace/skills/taxclaw/bin/taxclaw list
# Export (wide CSV by default)
~/.openclaw/workspace/skills/taxclaw/bin/taxclaw export --id <doc-id>
# Export long CSV
~/.openclaw/workspace/skills/taxclaw/bin/taxclaw export --id <doc-id> --format long
# Export JSON
~/.openclaw/workspace/skills/taxclaw/bin/taxclaw export --id <doc-id> --format json
# Start server
~/.openclaw/workspace/skills/taxclaw/bin/taxclaw serve