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anthropics/knowledge-work-plugins906 installs

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.

How do I install this agent skill?

npx skills add https://github.com/anthropics/knowledge-work-plugins --skill tax-prep
view source ↗

Is this agent skill safe to install?

  • Gen Agent Trust Hubpass

    This skill provides a structured workflow for tax preparation and financial data organization. It includes appropriate disclaimers and human-in-the-loop checks for data accuracy, ensuring that the agent's output remains subject to user review.

  • Socketwarn

    1 alert: gptAnomaly

  • Snykpass

    Risk: LOW · No issues

What does this agent skill do?

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.

How can the creator link this skill?

Add the canonical catalog link to the repository README so users can inspect current installs and available audits. The publishing guide covers the complete discovery path.

<a href="https://skillzs.dev/skills/anthropics/knowledge-work-plugins/tax-prep">View tax-prep on skillZs</a>