Localized reading guide
tax-prepPurpose, usage and source
Prepares tax materials as a two-link chain — month-end-prep confirms the books are closed and reconciled first, then tax-season-organizer calculates the quarterly estimated payment or builds the year-end 1099-NEC list and accountant packet from those closed numbers. Requires a ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books); uses Gusto, PayPal, and Stripe when connected, else CSV upload. US federal tax math; a non-US business gets the closed-books packet. Prep material for a CPA, never tax advice, nothing filed. Trigger on "quarterly taxes," "estimated tax payment," "how much should I set aside," "1099s," "1099-NEC," "W-9s," "year-end tax prep," "get my books ready for my accountant," any phrasing that suggests a tax deadline is coming, or a question about net profit or YTD income that sounds like worry about a tax bill. An owner who says the period's books are already closed routes to tax-season-organizer directly.
Source retrieved:
- Source repository
- anthropics/knowledge-work-plugins
- SKILL.md
small-business/skills/tax-prep/SKILL.md- Repository stars
- 34,049
- Repository updated
- 2026-10-30
- Categories
- Business
- Last collected
License: Apache-2.0
Workflow excerpts are reading aids, not executable instructions from Codez. No third-party Skill was run to produce this page.
The purpose and workflow passages below are upstream material, organized and translated for reading. They are distinct from the separately labeled Codez editorial analysis.
What this Skill does
Prepares tax materials as a two-link chain — month-end-prep confirms the books are closed and reconciled first, then tax-season-organizer calculates the quarterly estimated payment or builds the year-end 1099-NEC list and accountant packet from those closed numbers. Requires a ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books); uses Gusto, PayPal, and Stripe when connected, else CSV upload. US federal tax math; a non-US business gets the closed-books packet. Prep material for a CPA, never tax advice, nothing filed. Trigger on "quarterly taxes," "estimated tax payment," "how much should I set aside," "1099s," "1099-NEC," "W-9s," "year-end tax prep," "get my books ready for my accountant," any phrasing that suggests a tax deadline is coming, or a question about net profit or YTD income that sounds like worry about a tax bill. An owner who says the period's books are already closed routes to tax-season-organizer directly.
How the upstream workflow works
Overview
Run the tax chain. Books first, then tax materials. The dependency is not optional — an estimate calculated on unreconciled books is a number the owner will send to the IRS. --mode (default: infer from the date — Oct through Jan defaults to both, otherwise quarterly) — quarterly, 1099, or both --year (default: current year) Framing: open every deliverable with "Prepared for review by your accountant — not tax advice."
Step 0 — Confirm the mode
If --mode was not given, state the inferred mode in one line and let the owner redirect: "It's late January, so I'll prepare both the Q4 estimate and your 1099 list. Want something different?" Do not run a discovery interview — the owner typed /tax-prep.
Step 1 — Books first (month-end-prep)
Run month-end-prep over the periods the tax work depends on: year-to-date through the last completed quarter for quarterly, the full tax year for 1099. Verify before you re-close. Check whether each month in scope is already closed — reconciled, no open flagged items, packet produced. Already closed → verify only. Confirm the reconciliation stands, confirm nothing was posted after the close, and say so in one line: "March through June are already closed and still reconcile. Moving to the estimate." Do not re-run the full close on a month the owner finished last week. Not closed → run the close for the open periods. month-end-prep's own Step 6 sign-off gate holds.
Requirements and setup
No short requirements passage was selected from this file. This does not mean the Skill has no dependencies. Check the repository setup instructions and referenced files.
Limits and quality checks
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Start with a safe trial
- Check the supported host and the repository installation instructions. Keep the Skill directory and its referenced scripts, assets and documentation together; SKILL.md alone may omit dependencies.
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Read further in the source
Related Skills
Translation and scope
This reading guide selects passages from the pinned upstream SKILL.md. Translation is assisted. It is not a complete manual or a claim of tested compatibility. Read the original and its referenced files before use.
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