tax-prep

Included with Lifetime

$97 forever

Prepares tax-season materials — quarterly estimated tax calculation or year-end 1099 prep — and produces an accountant handoff packet. Accepts optional mode and year arguments.

General

What this skill does

Run the tax prep workflow using the `tax-season-organizer` skill. Act immediately — the user typed /tax-prep, so skip the discovery phase.

Parse arguments:
- `--mode` (default: infer from date — Q1-Q3 defaults to `quarterly`, Q4/Jan defaults to `both`) — `quarterly` for estimated tax payment, `1099` for year-end 1099-NEC prep, `both` for combined
- `--year` (default: current year)

**Framing:** Open every deliverable with "Prepared for review by your accountant — not tax advice."

## Step 1 — Determine mode

If `--mode` was not provided:
1. Check the current date. If Oct–Jan, default to `both`. Otherwise default to `quarterly`.
2. Confirm with the owner: "Based on the time of year, I'll prepare [mode]. Want me to do something different?"

## Step 2 — Quarterly estimated tax (if mode includes quarterly)

1. Pull YTD Profit & Loss from QuickBooks (Jan 1 through last completed quarter).
2. If QuickBooks is not connected, ask the user to paste net income or upload a CSV.
3. Ask: "How much have you already paid in estimated taxes this year?"
4. Calculate: SE tax, adjusted net income, federal income tax estimate (default 22% bracket), quarterly payment due.
5. State every assumption explicitly — bracket, business type, exclusions.
6. Deliver the formatted estimate with the due date for the current quarter.

## Step 3 — Year-end 1099 prep (if mode includes 1099)

1. Pull contractor/vendor payments from all connected sources: QuickBooks, PayPal, Stripe.
2. Aggregate by payee across sources. Flag likely duplicates for human review — never auto-merge.
3. Apply the $600 threshold. Flag near-threshold payees ($400–$599).
4. Check W-9 status in QuickBooks for each flagged payee.
5. Deliver the 1099-NEC candidate list with missing W-9 action items and the PayPal/Stripe 1099-K overlap note.

## Approval gates

- **Not tax advice.** State this in every output header.
- **State every assumption.** Bracket, business type, excluded deductions — give the accountant the levers.
- **Don't merge payees automatically.** Flag duplicates for human review.
- **Don't file anything.** Output is prep material only.

## Output

End with a next-steps checklist for the accountant: missing W-9s to collect, assumptions to verify, deadlines to hit.

Files: 1

Size: 2.5 KB

Complexity: 11/100

Category: General

Source: https://github.com/anthropics/knowledge-work-plugins/tree/main/small-business/skills/tax-prep

Related in General

modeling-omnistudio-epc-catalog

Included

Salesforce Industries CME EPC product-modeling skill for Product2-based catalog creation. Use when creating EPC products, configuring product attributes, building offer bundles with Product Child Items, or reviewing EPC DataPack JSON metadata for product catalog changes. TRIGGER when: user creates or updates Product2 EPC records, AttributeAssignment payloads, AttributeMetadata/AttributeDefaultValues, Offer bundles, or ProductChildItem relationships. DO NOT TRIGGER when: designing OmniScripts/FlexCards/Integration Procedures (use building-omnistudio-omniscript, building-omnistudio-flexcard, or building-omnistudio-integration-procedure), implementing Apex business logic (use generating-apex), or troubleshooting deployment pipelines (use deploying-metadata).

Generalscripts

relationship-science-coach

Included

Use this skill for direct, practical adult relationship coaching: couples conflict, repair, trust, marriage, dating, flirting, attachment patterns, emotional connection, sex, desire differences, eroticism, kink negotiation, affection, love languages, breakups, and long-term passion. Draw on Gottman, EFT and Hold Me Tight, attachment science, modern sex research, Perel, Nagoski, Kerner, Schnarch, Love and Stosny, and flexible love-language tools. Be concrete and low-hedge. Redirect only for imminent danger, abuse, coercive control, minors, non-consent, self-harm, stalking, or medical/legal/psychiatric decisions.

Generalscripts

building-sf-integrations

Included

Salesforce integration architecture and runtime plumbing with 120-point scoring. Use this skill to set up Named Credentials, External Credentials, External Services, REST/SOAP callout patterns, Platform Events, and Change Data Capture. TRIGGER when: user sets up Named Credentials, External Services, REST/SOAP callouts, Platform Events, CDC, or touches .namedCredential-meta.xml files. DO NOT TRIGGER when: Connected App/OAuth config (use configuring-connected-apps), Apex-only logic (use generating-apex), or data import/export (use handling-sf-data).

Generalscripts

venue-templates

Included

Access comprehensive LaTeX templates, formatting requirements, and submission guidelines for major scientific publication venues (Nature, Science, PLOS, IEEE, ACM), academic conferences (NeurIPS, ICML, CVPR, CHI), research posters, and grant proposals (NSF, NIH, DOE, DARPA). This skill should be used when preparing manuscripts for journal submission, conference papers, research posters, or grant proposals and need venue-specific formatting requirements and templates.

Generalscripts

let-fate-decide

Included

Draws the 12 Houses of the Zodiac Tarot spread to inject entropy into planning when prompts are vague, ambiguous, or casually delegated. Interprets the spread to guide next steps. Use when the user says 'let fate decide', 'YOLO', 'whatever', 'idk', or other nonchalant phrases, makes Yu-Gi-Oh references, or when you are about to arbitrarily pick between multiple reasonable approaches. Prefer over ask-questions-if-underspecified when the user's tone is casual or playful rather than precision-seeking.

Generalscripts

net-ops

Included

Cross-platform network troubleshooting (Windows, macOS, Linux) via local or remote shell. Use for: DNS broken, can't resolve hostnames, nslookup/dig works but apps fail, NRPT, WFP, scutil, /etc/resolver, systemd-resolved, /etc/resolv.conf, NetworkManager, VPN DNS leak residue (ProtonVPN/Mullvad/WireGuard/AnyConnect), AV/firewall blocking DNS or DoH, Tailscale DNS interaction, intermittent connectivity, remote diagnostics over SSH.

Generalscripts