tax-prep Skill
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, Published by anthropics in knowledge-work-plugins.
Decision snapshot
Is this a fit?
Developers using knowledge-work-plugins, Includes SKILL.md, Reusable instructions
Compatibility not yet detected.
Read-only mode detected, Read-only mode, Filesystem access, Network access
Copy skill directory
1 month ago · Apache-2.0 license
Access note: Local files. Access note: Network access.
What is tax-prep Skill?
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, Published by anthropics in knowledge-work-plugins. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.
Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement. See how SkillIndex evaluates profiles.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Developers using knowledge-work-plugins
Declared skill metadata
- Source file: small-business/skills/tax-prep/SKILL.md
Allowed tools declared by source
These fields retain source and confidence evidence from the indexed SKILL.md.
Compatibility and setup
- Install or run with Copy skill directory
- Local files
- Network access
Requirements and access
Security and permissions
Review permissions before connecting any MCP server to an agent. Pay special attention to whether it can read local files, write data, call external services, or perform destructive actions.
When to use tax-prep Skill
- Use it for developers using knowledge-work-plugins.
Built with
Editorial notes
Source
- Creator: anthropics
- Repository: anthropics/knowledge-work-plugins
- Skill file: small-business/skills/tax-prep/SKILL.md
What it 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,
Skill instructions
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. Parse arguments: - --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." A ledger is required — MYOB, NetSuite, QuickBooks, Xero, or Zoho Books, whichever is connected (../../shared/connector-neutrality.md). Without one, ask for a P&L export and a payee-level payment export before starting. Check the country before Step 1. Read Country from the Business context block (../../shared/currency-and-locale.md). The tax math in Step 2 is US federal. If the business is not in the US, say so in one line, run Step 1 so the books are closed, and hand the owner the closed-books packet for their accountant in place of a US estimate or
Verified compatibility and discovery
Frequently asked questions
What is tax-prep?
tax-prep is a open-source AI agent skill with Copy skill directory. 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.
Who is tax-prep best for?
tax-prep is best for reusing agent instructions, scripts, and references.
How do I install tax-prep?
Install or run tax-prep using Copy skill directory. Check tax-prep for the latest setup command.
Is tax-prep actively maintained?
tax-prep may need a closer maintenance check before production use.
Project health auto-fetched from the source repository.
Maintain this resource?
Review this source-backed profile, send a correction with evidence, or link to it from your documentation. Claims verify your relationship to the project; profile facts still require source evidence and editorial review.
