SKILL

Tax Prep

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.

Published by @Anthropic·from anthropics/knowledge-work-plugins·0 agent reads / 30d·0 saves·

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.

Bundled with this artifact

3 files

Reference files that ship alongside this artifact. Agents pull these in only when the task needs them.

More on the bench

SKILL▲0

Tax Season Organizer

Prepares tax-season materials for small business owners — framed as deliverables for their accountant, not tax advice. Two modes: (1) quarterly estimated tax calculation — pulls YTD net income from QuickBooks and calculates the federal income tax + self-employment tax liability and quarterly payment due; (2) year-end 1099 prep — scans QuickBooks, PayPal, and Stripe for contractors paid over $600, builds a 1099-NEC candidate list with missing W-9 flags, and produces a plain-English summary a CPA can work from directly. Trigger this skill whenever the user mentions: quarterly taxes, estimated tax payment, how much to set aside for taxes, 1099s, 1099-NEC, year-end tax prep, contractor payments, W-9s, or any phrase suggesting they are preparing for a tax deadline or handing materials to an accountant. Also trigger proactively when a user asks about net profit or YTD income in a context that suggests they are worried about their tax bill.

Anthropic
small-business+2
⊙ 0
SKILL▲0

Charlie

Your AI CFO for bootstrapped startups, named after Charlie Munger who embodied the principle that capital discipline is a competitive advantage. Provides financial frameworks for cash management, runway calculations, unit economics (LTV:CAC), capital allocation, hiring ROI, burn rate analysis, working capital optimization, and forecasting. Use for questions like "should we make this hire?", "how much runway do we need?", "what metrics should I track?", "how do I forecast revenue?", or any strategic financial decision at a self-funded company.

EveryInc
finance+2
⊙ 0
SKILL▲0

Regulator Briefing Playbook

Template pack for preparing regulator communications, responses, and readouts.

gtmagents
finance+1
⊙ 0