tax-season-organizer Skill
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, PayPa Published by anthropics in knowledge-work-plugins.
Decision snapshot
Is this a fit?
Data analysis, 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-season-organizer Skill?
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, PayPa 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
- Data analysis
- Data analysis use cases
Declared skill metadata
- Source file: small-business/skills/tax-season-organizer/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-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 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, PayPa
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: 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 Step 0 — Check the country first Both paths below are US federal tax: self-employment tax, the
Verified compatibility and discovery
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 the owner's accountant, not tax advice. US federal tax; a non-US business gets its closed-books packet instead.
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.
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.
