---
id: gh-tax-prep
name: "tax-prep"
url: https://skills.yangsir.net/skill/gh-tax-prep
author: anthropics
domain: finance
tags: ["tax", "accounting", "1099", "quarterly-tax", "finance"]
install_count: 1800
rating: 4.30 (120 reviews)
github: https://github.com/anthropics/knowledge-work-plugins/tree/main/small-business/skills/tax-prep
---

# tax-prep

> 准备税务季材料，包括季度预估税款计算或年末1099准备，生成会计师交接包，支持指定模式和年份。无需手动收集数据，自动从QuickBooks等来源拉取信息并计算，显著提升效率并降低错误率。

**Stats**: 1,800 installs · 4.3/5 (120 reviews)

## Before / After 对比

### 税务材料准备效率

**Before**:

用户需要手动收集财务数据、计算预估税款、整理1099信息，往往花费数小时且容易出错。

**After**:

此技能自动拉取QuickBooks等数据源，计算并提供格式化报告，将时间缩短至15分钟，并减少人为失误。

| Metric | Before | After | Change |
|---|---|---|---|
| 准备时间 | 120分钟 | 15分钟 | -87.5% |

## Readme

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.


---
*Source: https://skills.yangsir.net/skill/gh-tax-prep*
*Markdown mirror: https://skills.yangsir.net/api/skill/gh-tax-prep/markdown*