Agent Skills
› anthropics/knowledge-work-plugins
› tax-prep
tax-prep
GitHub用于准备税务季材料，支持季度预估税或年终1099表格整理，并生成会计交接包。自动识别模式与年份，计算税额或汇总承包商支付记录，明确标注假设条件，严禁提供税务建议或自动合并数据，最终输出包含待办事项的核对清单供会计师审核。
Trigger Scenarios
用户输入 /tax-prep 命令
需要生成季度预估税计算结果
需要准备年终1099-NEC预资料
需要创建会计交接数据包
Install
npx skills add anthropics/knowledge-work-plugins --skill tax-prep -g -y
SKILL.md
Frontmatter
{
"name": "tax-prep",
"description": "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.",
"allowed-tools": "Read, WebFetch, Bash"
}
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 toquarterly, Q4/Jan defaults toboth) —quarterlyfor estimated tax payment,1099for year-end 1099-NEC prep,bothfor 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:
- Check the current date. If Oct–Jan, default to
both. Otherwise default toquarterly. - 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)
- Pull YTD Profit & Loss from QuickBooks (Jan 1 through last completed quarter).
- If QuickBooks is not connected, ask the user to paste net income or upload a CSV.
- Ask: "How much have you already paid in estimated taxes this year?"
- Calculate: SE tax, adjusted net income, federal income tax estimate (default 22% bracket), quarterly payment due.
- State every assumption explicitly — bracket, business type, exclusions.
- Deliver the formatted estimate with the due date for the current quarter.
Step 3 — Year-end 1099 prep (if mode includes 1099)
- Pull contractor/vendor payments from all connected sources: QuickBooks, PayPal, Stripe.
- Aggregate by payee across sources. Flag likely duplicates for human review — never auto-merge.
- Apply the $600 threshold. Flag near-threshold payees ($400–$599).
- Check W-9 status in QuickBooks for each flagged payee.
- 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.
Version History
- 6f13415 Current 2026-07-05 18:36
