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tax-season-organizer

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About tax-season-organizer

T

tax-season-organizer

Prepares tax-season materials for the owner's accountant, not tax advice

Tax-season-organizer is an agent skill that prepares tax-season material for a business owner to hand to their accountant. It states clearly that the output is preparation material for a CPA and not tax advice, and it lists every assumption it makes so the accountant can adjust them. It covers US federal tax. A business based outside the US receives a closed-books packet in place of the federal material. It works in two modes. Quick questions, such as what estimated tax is due this quarter, follow a short path: pull the year-to-date profit and loss from QuickBooks, calculate the estimated federal income tax and self-employment tax, subtract the payments already made this year, and show the amount due with its due date and assumptions. Larger requests produce a structured document the accountant can work from directly. The skill is part of Anthropic's knowledge-work plugins and is designed for businesses that need to hand organized figures to their accountant.

View tax-season-organizerAll AI Skills apps
Price
Free
Made by
anthropics
Category
AI Skills
Website
github.com/anthropics/knowledge-work-plugins/tax-season-organizer