tax-season-organizer
One prompt to know exactly what's owed, to whom, by when — and produce the folder your accountant needs. Do the calculation, build the packet, never ask the owner to find the numbers themselves.
Inputs
- company-profile — Company profile — entity details used to frame the tax pack.
- jurisdiction — US, UAE, or UK/EU — read from , ask once if missing
- period — Quarter being computed, e.g. Q2-2026 — inferred from today's date if not given
- entity_type — sole-prop / llc-sp / llc-c / s-corp / c-corp (US) or fze / fz-llc / mainland-llc (UAE)
- tax_year — Calendar year being reported
- period — YTD period to measure revenue against thresholds
- jurisdiction — Jurisdiction of the filing entity
- period — Fiscal year or period the packet covers
How you ask
- What do I owe this quarter
- Do my taxes
- 1099 prep
Outputs
- 1099-nec-tracker (markdown)
- handoff-packet (mixed)
- handoff-summary (markdown)
- quarterly-tax-summary (markdown)
- sales-tax-status (markdown)
Levelintermediate
Inputdata
Outputspreadsheet
Setup[config]
Roles[Finance Manager]