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tax-season-organizerPurpose, usage and source

Prepares tax-season materials for the owner's accountant, not tax advice. US federal tax; a non-US business gets its closed-books packet instead. Two modes: (1) quarterly estimated tax from YTD net income in the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books); (2) year-end 1099 prep, scanning the ledger, PayPal, and Stripe for contractors paid over USD 600 into a 1099-NEC list with missing W-9 flags. Any tax request routes first to /tax-prep, which confirms the books are closed and reconciled before running this skill. Use this skill directly only when the owner says the period's books are already closed: "books are closed, now do the 1099s," "run the quarterly estimate off the closed numbers," or "just the contractor W-9 list."

Source retrieved:

Source repository
anthropics/knowledge-work-plugins
SKILL.md
small-business/skills/tax-season-organizer/SKILL.md
Repository stars
34,049
Repository updated
2026-10-30
Categories
Business
Last collected

License: Apache-2.0

Source SKILL.md

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-season materials for the owner's accountant, not tax advice. US federal tax; a non-US business gets its closed-books packet instead. Two modes: (1) quarterly estimated tax from YTD net income in the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books); (2) year-end 1099 prep, scanning the ledger, PayPal, and Stripe for contractors paid over USD 600 into a 1099-NEC list with missing W-9 flags. Any tax request routes first to /tax-prep, which confirms the books are closed and reconciled before running this skill. Use this skill directly only when the owner says the period's books are already closed: "books are closed, now do the 1099s," "run the quarterly estimate off the closed numbers," or "just the contractor W-9 list."

How the upstream workflow works

Quick start

Determine which mode the user needs, pull the relevant data, calculate or compile, and deliver a structured document the accountant can work from directly.

Upstream passage · L24 ↗

Step 0 — Check the country first

Both paths below are US federal tax: self-employment tax, the federal bracket table, 1099-NEC and W-9. Before choosing a mode, read Country from the ## Business context block (rule: ../../shared/currency-and-locale.md). If it is absent, ask. US → continue to Determine mode. Anything else → say so in one line and stop the US math: *"The quarterly-estimate and 1099 paths here are built for US federal tax. Your books are in the UK, so I'll get your closed-books packet ready for your accountant instead of a US estimate."* Then offer /close-month for the periods in scope. Do not run a US calculation on a non-US business, and do not relabel one as a generic estimate.

Upstream passage · L44 ↗

Tax Season Organizer

> Framing: This skill produces prep material for a CPA, not tax advice. Say so early > and state every assumption explicitly so the accountant can adjust.

Upstream passage · L19 ↗
Upstream passage · ↗
User: "what do I owe for estimated taxes this quarter?"
→ Pull YTD P&L from QuickBooks
→ Calculate estimated federal income tax + SE tax
→ Subtract payments already made this year
→ Show Q-specific amount due with due date and assumptions stated
→ Output: "Estimated Q2 payment due June 16: USD X — see full breakdown below"

User: "I need to send out 1099s"
→ Pull all contractor/vendor payments from QuickBooks + PayPal + Stripe
→ Identify contractors paid ≥ USD 600 YTD
→ Flag records missing W-9 / EIN
→ Output: 1099-NEC candidate list + missing W-9 action list

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

Guardrails

Name the tax year in every output. The brackets, wage base, and due dates in reference/calculation-assumptions.md are 2025 figures. Preparing a different year: say so loudly before showing any number, then cite current figures from IRS.gov or ask the owner. Never invent a bracket, a wage base, or a due date. Not tax advice. Open every deliverable with this: "Prepared for review by your accountant — not tax advice." Include it in the document header, not just in chat.

Upstream passage · L164 ↗

Start with a safe trial

  1. 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.
  2. Give the agent your real input, desired output and acceptance criteria. Invocation syntax and available tools depend on the host; this site does not assume a universal install command.
  3. Try the source workflow in a disposable project or on a copy. Review operations that change files, remote services or billable resources before allowing them.
  4. Validate the output against the source quality checks and your own requirements. A successful trigger or a high repository Star count does not establish a correct result.

Skill format and directory specification ↗

Read further in the source

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.

This introduction refers to the pinned version below; current repository activity and collection time are shown separately.

Source retrieved
Source commit
2574e29377c7173d0cecffef29a6ecbd7f8ccb5d
Source SHA-256
e2bb71611b057969f63fee629e522a983f6b45135a69f07e15bbb7e223e8d431
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