| 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.