MY Tax File Organizer

Overview

Workflow

1. Inspect the workspace and infer the local naming scheme before changing anything.
2. Read each candidate document before renaming or moving it.
3. Rename or relocate only when the destination and filename are confident.
4. Stop and report conflicts or ambiguity instead of forcing a guess.

Document Handling Rules

• Do not infer final names from download filenames alone.
• Prefer direct PDF text extraction first; use OCR when text extraction is unreliable or the file is an image.
• Keep the original extension.
• Never overwrite an existing file.
• Do not delete user files unless explicitly asked.
• Clean up temporary OCR images or intermediate files before finishing.
• Match an established local house style when one is visible.

Folder and Naming Conventions

Decision Rules

• If the task is mainly operational, such as renaming, sorting, deduplicating, or placing documents into folders, stay inside this skill.
• If the task turns into profile refresh, missing-document detection, claimability, tax treatment, filing interpretation, or BE form reasoning, switch to or recommend

  $my-tax-interviewer

  first, then

  $my-tax-preparer

  for computation.
• Do not sort files by whether they might qualify for relief.
• If a file could fit multiple categories, choose the destination supported by the strongest document evidence.
• If a filename conflict exists, stop and report the conflict instead of inventing suffixes unless the user asks for a conflict-resolution scheme.

Output Style

• what files were renamed or moved
• any files skipped and why
• any conflicts or ambiguities
• any assumptions taken from the workspace pattern