Agent skill · business finance · anthropics
tax-season-organizer
Prepares tax-season materials for small business owners — framed as deliverables for their accountant, not tax advice. Two modes: (1) quarterly estimated tax calculation — pulls YTD net income from QuickBooks and calculates the federal income tax + self-employment tax liability and quarterly payment due; (2) year-end 1099 prep — scans QuickBooks, PayPal, and Stripe for contractors paid over $600, builds a 1099-NEC candidate list with missing W-9 flags, and produces a plain-English summary a CPA can work from directly. Trigger this skill whenever the user mentions: quarterly taxes, estimated tax payment, how much to set aside for taxes, 1099s, 1099-NEC, year-end tax prep, contractor payments, W-9s, or any phrase suggesting they are preparing for a tax deadline or handing materials to an accountant. Also trigger proactively when a user asks about net profit or YTD income in a context that suggests they are worried about their tax bill.
Why this skill is useful
Adds executable scripts for pulling financial data from QuickBooks and calculating tax liabilities that are not commonly available in public resources.
What it needs
Requires quickbooks installed locally. Requires quickbooks account access. About 7k tokens when loaded. Last updated 2026-08-07. 23,345 stars on the source repository.
What this skill does
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. Determine mode Read the user's message and context to decide which path applies: Quarterly estimate — keywords: estimated payment, quarterly taxes, how much to set aside, safe harbor, Q1/Q2/Q3/Q4 Year-end 1099 prep — keywords: 1099, 1099-NEC, year-end, contractors, W-9, send 1099s, file 1099s Combined — some users will ask "year-end summary" and need both. Run quarterly last; run 1099 prep first since it drives the most action items. If the intent is ambiguous, ask: "Are you looking at your estimated tax payment for this quarter, or are you preparing 1099s for your contractors — or both?" --- Path 1: Quarterly estimated tax 1. Pull YTD financials Use QuickBooks to pull a Profit & Loss report from January 1 of the current year through the last day of the most recently completed quarter. Capture: Gross revenue (total income) Total expenses (operating expenses, COGS, etc.) Net ordinary income = revenue − expenses If QuickBooks is not connected, ask the user to upload a P&L as CSV or paste the key numbers. For field names and query approach, see reference/connector-queries.md. 2. Ask about prior estimated payments Before calculating, ask: "How much have you already paid in estimated taxes so far this year?" If the user doesn't know, note that you'll calculate total liability — they can subtract payments themselves or check with their accountant. 3. Calculate estimated liability See reference/calculation-assumptions.md for the full math and the assumptions table you must include in output. Short version: 1. SE tax = net profit × 0.9235 × 0.153 (then halve it — the deductible half offsets income) 2. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills anthropics/tax-season-organizer