Tax Preparation
OfficialFreeStreamline your tax season with automated calculations and prep.
Free · Opens the source repo
What Tax Preparation does
The Tax Preparation skill is designed to assist users in organizing their tax-related materials efficiently, particularly during the tax season. It helps in calculating quarterly estimated taxes or preparing year-end 1099 forms, providing a structured approach to managing these financial tasks. By utilizing this skill, users can ensure they have the necessary documentation and calculations ready for their accountants, streamlining the often stressful tax preparation process.
To use the skill, simply invoke it with the command /tax-prep, and it will determine the appropriate mode based on the current date or user input. The skill can operate in three modes: quarterly for estimated tax payments, 1099 for year-end preparation, or both for a comprehensive approach. It pulls relevant financial data from connected sources like QuickBooks, or allows manual input if connections are not available, ensuring that users can work with their existing financial systems.
The skill emphasizes clarity and transparency in its outputs. It provides detailed assumptions regarding tax calculations, such as income brackets and exclusions, and it never merges payees automatically, allowing for human review of potential duplicates. This ensures that users can trust the accuracy of their tax prep materials while maintaining compliance with tax regulations.
Overall, the Tax Preparation skill is ideal for small business owners, freelancers, or anyone needing to prepare for tax season without the hassle of manual calculations and document organization. It serves as a valuable tool for ensuring that all necessary materials are prepared and ready for review by an accountant, thus reducing the burden of tax season.
When to use it
Use this skill during tax season to prepare quarterly estimates or year-end 1099 forms efficiently.
When not to use it
This skill is not suitable for filing taxes or providing tax advice; it is only for preparation purposes.
What you can build with it
Preparing Quarterly Taxes
Use the skill to calculate your quarterly estimated taxes based on your year-to-date profit and loss.
Organizing Year-End 1099s
Utilize the skill to aggregate contractor payments and prepare a list of 1099-NEC candidates.
Streamlining Accountant Handoffs
Generate a comprehensive accountant handoff packet that includes all necessary assumptions and calculations.
How to install Tax Preparation
View source1. Install with the skills CLI
npx skills add anthropics/knowledge-work-plugins/tax-prep --agent claude-code2. Or install it manually
Download the skill folder and drop it into ~/.claude/skills/ for all projects, or .claude/skills/ to scope it to one repo. Restart Claude Code so it picks up the new skill.
Anthropic's agentic coding CLI, and the reference implementation of Agent Skills. Drop a skill folder into ~/.claude/skills and Claude Code loads it automatically whenever a task matches the skill's description. Claude Code docs
Inside SKILL.md
Written by anthropicsRun 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.
Frequently asked questions about Tax Preparation
Similar skills
Initiating Coverage
Create institutional-quality equity research reports.
Financial Tear Sheet Generator
Create professional company profiles with live data.
Pitch Deck Population
Effortlessly fill pitch deck templates with data.
Tax Season Organizer
Streamline your tax prep for accountants.
Month End Prep
Streamline your month-end close process with ease.
Funding Digest
Summarize funding rounds in a single slide.