export-tax-summary-with-year-comparison

name	export-tax-summary-with-year-comparison
description	Extract and structure tax return data into YAML format for year-over-year comparison across different filing products
version	1.0.0
source	auto-extracted
extracted	"2026-04-14T00:00:00.000Z"
metadata	{"tags":["tax-workflow","data-export","year-comparison","financial-records"]}

Export Tax Summary with Year-over-Year Comparison

When tax preparation tools block automated PDF downloads (via popups or new tabs), capture the structured summary data from the web interface instead. Export line-item data to YAML format with both current and prior-year columns for programmatic comparison. This approach is filing-product-agnostic and survives workflow changes—if next year uses a different tax service, the prior-year YAML remains instantly comparable without manual re-entry.