tax-season-organizer Skill
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 1 Published by anthropics in knowledge-work-plugins.
What is tax-season-organizer Skill?
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 1 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.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Data analysis
- Data analysis use cases
Technical details
- Install or run with Copy skill directory
When to use tax-season-organizer Skill
- Use it for data analysis.
Built with
Editorial notes
Source
- Creator: anthropics
- Repository: anthropics/knowledge-work-plugins
- Skill file: small-business/skills/tax-season-organizer/SKILL.md
What it does
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 1
Skill instructions
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. 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. 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: $X — see full breakdown below" User: "I need to send out 1099s" → Pull all contractor/vendor payments from QuickBooks + PayPal + Stripe → Identify contractors paid ≥ $600 YTD → Flag records missing W-9 / EIN → Output: 1099-NEC candidate list + missing W-9 action list Determine mode Read the user's message and context to decide which path applies: - Quarterly estimate
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Frequently asked questions
What is tax-season-organizer?
tax-season-organizer is a open-source AI agent skill with Copy skill directory. Prepares tax-season materials for small business owners — framed as deliverables for their accountant, not tax advice.
Who is tax-season-organizer best for?
tax-season-organizer is best for reusing agent instructions, scripts, and references, data analysis workflows.
How do I install tax-season-organizer?
Install or run tax-season-organizer using Copy skill directory. Check tax-season-organizer for the latest setup command.
Is tax-season-organizer actively maintained?
tax-season-organizer may need a closer maintenance check before production use.
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