Results for “tax-accounting”

Support accounting understanding from basic bookkeeping to professional practice and research.

Captures tax-relevant facts year-round into local structured records, tracks missing documents, and prepares CPA-ready handoff summaries without providing tax advice.

Local-first year-round tax memory system for individuals, freelancers, and small businesses. Use when users mention tax documents, receipts, expenses, tax notices, filing preparation, missing forms, accountant meetings, or year-end organization. Captures tax-relevant facts as they happen, tracks what may be missing, and prepares CPA-ready handoff summaries. NEVER provides tax advice, legal interpretations, filing positions, or final tax calculations.

Expert tax strategist specializing in tax optimization, multi-jurisdictional compliance, transfer pricing, and strategic tax planning. Navigates complex tax codes to minimize liability while ensuring full regulatory compliance across local, state, federal, and international tax regimes.

Audit service accounts across enterprise infrastructure to identify orphaned, over-privileged, and non-compliant accounts, covering Active Directory, cloud platforms, databases, and applications.

Manage Xero accounting tasks such as invoices, contacts, bank transactions, and reports through the Xero API using curl commands.

Assemble tax-season materials — quarterly estimates or year-end 1099s — plus an organized accountant packet.

Audit economic analysis outputs (fiscal briefings, macro briefings, market research, longlists, and other quantitative economic documents) against methodology standards, academic literature, and common errors. Runs structured checks across core categories including counterfactual, additionality, discounting, double counting, distributional analysis, Aqua Book RIGOUR, and Flyvbjerg-style strategic misrepresentation detection. Returns a RAG scorecard with issues ranked by severity.

Audit X Ads measurement, pixel, conversions API, campaign structure, targeting, creative, budgets, brand safety, and reporting.

Design account-based marketing strategies with targeting. TRIGGERS - Use when user needs help with abm-strategy related tasks.

Agent profile for review pricing, invoices, subscriptions, entitlements, revenue logic, tax-sensitive flows, and billing UX. Use when Codex needs a specialist agent perspective for planning, implementation, review, debugging, validation, or handoff in this domain.

Design account-based marketing strategies with targeting. TRIGGERS - Use when user needs help with abm-strategy related tasks.

Applies the Sarbanes-Oxley Act to assess financial-reporting integrity and IT general controls, mapping executive certification and internal-control areas to auditable evidence for public companies.

Public finances briefing. Supports UK, US, and Australia. Produces a single compact briefing on borrowing, debt, receipts, spending, and fiscal rules. Optional debt sustainability analysis via the debtkit R package. User-selectable sub-components and multi-format export.

Use with analysis-agent or task-agent for task-local transaction, isolation, and conflict decisions. Do not use without a transaction decision or as task owner.

Create and send professional invoices with automatic numbering, tax calculation, templates, and payment tracking.

Automate Xero accounting operations including managing invoices, contacts, payments, bank transactions, and chart of accounts for small business bookkeeping.

Captures tax-relevant facts year-round, tracks documents and expenses, and prepares CPA-ready handoff summaries, all stored locally.

Interact with the Plaid finance platform via a CLI to link institutions, fetch account balances, and query transactions by date range.

Build automated billing systems for recurring payments, invoicing, subscription lifecycle, and dunning management. Use when implementing subscription billing, automating invoicing, or managing recurring payment systems.

Use for PPC work when Codex should audit Meta Ads account structure, delivery, learning, attribution, creative, audience, and spend evidence.

Monitor paid-ad account pacing, delivery, performance, creative fatigue, tracking, policy, and data quality across supported platforms for daily or weekly checks, anomaly review, budget pacing, post-launch verification, or campaign monitoring.

Prepares Hart-Scott-Rodino Act premerger notification filings for FTC/DOJ submission under 15 U.S.C. § 18a and 16 C.F.R. Parts 801-803. Covers threshold verification, NAICS revenue breakdowns, Item 4(c)/(d) document collection, competitive overlap analysis, prior acquisitions disclosure, and filing assembly. Use when an M&A deal may meet HSR size thresholds and requires antitrust clearance, premerger notification, or FTC/DOJ merger review.

Interact with the Plaid finance platform via a CLI: link accounts from various institutions, query balances, and retrieve transactions by date range.

Use when creating, maintaining, or reviewing records of actions, decisions, changes, and events for compliance, accountability, and investigation purposes. This skill provides procedures for managing audit trails across all agent activities.

Extract structured fields from 1099-nec documents.

Provides evidence-first revenue, pricing, refunds, team-billing, and billing-model truth workflows for sales snapshots, pricing comparisons, duplicate-charge diagnosis, or code-backed billing reality.

Extract structured fields from rechnung documents.

Enables, configures, and troubleshoots Salesforce Person Accounts, covering data model design, IsPersonAccount flag handling, reporting impact, migration planning, and integration requirements.

Interact with the Plaid finance platform to link bank accounts, fetch balances, and query transactions by date range using the plaid-cli tool.

Plan and review paid-media budgets, bidding, pacing, marginal return, forecasts, CPA, ROAS, MER, LTV:CAC, constraints, and allocation across supported platforms.

Classify expenses by category, department, and tax deductibility from transaction data. Use when the user requests expense categorization or provides relevant inputs for this workflow.

Extract merchant, date, line items, tax, and total from receipts.

Agent skill for payments - invoke with $agent-payments