claude-skills/

Anthropic公式スキル・プラグインの日本語ディレクトリ

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スキルKnowledge Work

📊tax-prep

プラグイン
Small Business
ソース
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説明

税務申告時期の資料を準備します。四半期の見積納税計算または年末の1099準備に対応し、会計士への引き渡しパケットを生成します。オプションの mode および year 引数を受け付けます。

原文を表示

Prepares tax-season materials — quarterly estimated tax calculation or year-end 1099 prep — and produces an accountant handoff packet. Accepts optional mode and year arguments.

ユースケース

  • ✓四半期の見積納税計算するとき
  • ✓年末の1099準備をするとき
  • ✓会計士への引き渡しパケットを生成するとき
  • ✓税務申告時期の資料を準備するとき

本文

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 to quarterly, Q4/Jan defaults to both) — quarterly for estimated tax payment, 1099 for year-end 1099-NEC prep, both for 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.

原文・著作権は Anthropic および各プラグイン作者に帰属します。日本語訳は Claude API による自動翻訳です。