← Alle skills & workflows

finance

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.

Nodig

  • 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

Zo vraag je het

  • What do I owe this quarter
  • Do my taxes
  • 1099 prep

Oplevert

  • 1099-nec-tracker (markdown)
  • handoff-packet (mixed)
  • handoff-summary (markdown)
  • quarterly-tax-summary (markdown)
  • sales-tax-status (markdown)
Niveauintermediate
Invoerdata
Uitvoerspreadsheet
Vereist[config]
Rollen[Finance Manager]