Tax Preparation Support

Organize financial records into tax-ready reports that an accountant can use directly or that the business owner can use to file accurately.

Read these when needed

• Read references/TAX-PACKAGE.md before delivering a package to an accountant or tax preparer.
• Run scripts/tax_package_summary.py when you already have package artifacts and need a deterministic completeness summary.

Disclaimer: This skill organizes financial data for tax purposes. It does not constitute tax advice. Tax rules vary by jurisdiction and change frequently. Always consult a qualified tax professional for advice specific to your situation.

When to use

Use this when: tax season is approaching (Jan–Apr for calendar-year filers), the user's accountant requests organized records, quarterly estimated payments are due, or the user is catching up on prior-year filings.

Prerequisites

The quality of tax prep depends entirely on the quality of the underlying data. Before generating reports, the user should have: processed receipts, categorized expenses, and ideally reconciled bank statements. If any are missing, run those skills first. Fastest path from zero: extract receipts → categorize → reconcile → generate tax reports.