Tax Prep
- 1.2k installs
- 23.3k repo stars
- Updated August 5, 2026
- anthropics/knowledge-work-plugins
Tax prep skill: quarterly estimated tax and/or 1099-NEC candidate prep as accountant handoff, not filing or tax advice.
About
Runs tax prep immediately when invoked, delegating to tax-season-organizer with --mode quarterly, 1099, or both (inferred from calendar if omitted) and --year defaulting to current. Quarterly path pulls YTD P&L from QuickBooks, asks prior estimated payments, calculates SE tax and federal estimate with explicit assumptions and due dates. 1099 path aggregates contractor payments across QuickBooks, PayPal, and Stripe, flags duplicates for human review, applies $600 threshold, and checks W-9 status. Every deliverable opens with accountant-review disclaimer; never files or auto-merges payees.
- Modes: quarterly estimated tax, 1099-NEC prep, or both
- Quarterly: YTD P&L, SE tax, bracket assumptions, payment due date
- 1099: cross-source payee aggregation with duplicate flags and W-9 checks
- Not tax advice header on every output; prep material only
- Never files returns or auto-merges duplicate payees
Tax Prep by the numbers
- 1,155 all-time installs (skills.sh)
- +84 installs in the week ending Aug 5, 2026 (Skillselion tracking)
- Ranked #264 of 2,715 Automation & Workflows skills by installs in the Skillselion catalog
- Data as of Aug 5, 2026 (Skillselion catalog sync)
tax-prep capabilities & compatibility
- Capabilities
- pull ytd pl · calculate estimated tax · aggregate contractor payments · flag missing w9 · deliver handoff checklist
- Use cases
- planning · data analysis · documentation
npx skills add https://github.com/anthropics/knowledge-work-plugins --skill tax-prepAdd your badge
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| Installs | 1.2k |
|---|---|
| repo stars | ★ 23.3k |
| Last updated | August 5, 2026 |
| Repository | anthropics/knowledge-work-plugins ↗ |
What estimated tax is due this quarter and which contractors need 1099-NEC forms prepared?
Prepare quarterly estimated tax worksheets or year-end 1099-NEC candidate lists as accountant handoff packets, not tax advice.
Who is it for?
SMB owners preparing organized tax-season packets for their accountant from connected books and payment platforms.
Skip if: Definitive tax advice, automatic filing, or merging duplicate vendors without human review.
When should I use this skill?
User runs /tax-prep for quarterly estimated taxes, 1099 prep, or combined year-end tax organization.
What you get
Formatted estimate and/or 1099 candidate list with assumptions, missing W-9 actions, and accountant next-steps checklist.
- Quarterly estimated tax worksheet
- 1099-NEC prep packet
- Accountant handoff summary
By the numbers
- Supports 3 tax-prep modes: quarterly, 1099, and both
- Allows 3 agent tools: Read, WebFetch, and Bash
Files
Run 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: 1. Check the current date. If Oct–Jan, default to both. Otherwise default to quarterly. 2. 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)
1. Pull YTD Profit & Loss from QuickBooks (Jan 1 through last completed quarter). 2. If QuickBooks is not connected, ask the user to paste net income or upload a CSV. 3. Ask: "How much have you already paid in estimated taxes this year?" 4. Calculate: SE tax, adjusted net income, federal income tax estimate (default 22% bracket), quarterly payment due. 5. State every assumption explicitly — bracket, business type, exclusions. 6. Deliver the formatted estimate with the due date for the current quarter.
Step 3 — Year-end 1099 prep (if mode includes 1099)
1. Pull contractor/vendor payments from all connected sources: QuickBooks, PayPal, Stripe. 2. Aggregate by payee across sources. Flag likely duplicates for human review — never auto-merge. 3. Apply the $600 threshold. Flag near-threshold payees ($400–$599). 4. Check W-9 status in QuickBooks for each flagged payee. 5. 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.
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Does this skill file taxes?
No. Output is prep material only with a header stating it is prepared for accountant review, not tax advice.
How is mode chosen if not specified?
Oct-Jan defaults to both; otherwise quarterly. Confirms with the owner before proceeding.
How are 1099 payees handled across sources?
Aggregate by payee across QuickBooks, PayPal, and Stripe; flag likely duplicates for human review, never auto-merge.