Tax Prep
Organize financial records and supporting documents for "$ARGUMENTS" to prepare for tax filing. Compile income, deductions, and credits with proper documentation.
Prerequisites
None — utility skill, run anytime. Works best after completing the four-phase cycle (record, categorize, reconcile, report).
Process
Determine tax obligations:
- Entity type (sole proprietorship, LLC, S-corp, C-corp, partnership)
- Tax year and filing deadlines
- Applicable tax forms (1040, 1120, 1065, etc.)
- State and local filing requirements
Compile income documentation:
- Revenue by source and category
- 1099s received and issued
- Interest and investment income
- Other income (rental, royalties, gains)
Organize deductible expenses:
- Operating expenses by category with totals
- Home office deduction calculation if applicable
- Vehicle and travel expenses with mileage logs
- Depreciation schedules for fixed assets
- Retirement plan contributions
- Health insurance premiums
Prepare supporting schedules:
- Asset register with purchase dates and cost basis
- Loan interest statements
- Charitable contribution receipts
- Prior year carryforwards (losses, credits)
Create filing checklist:
- List every document needed for filing
- Mark what is available vs. missing
- Note estimated tax payments already made
- Flag items needing professional review
Write the artifact to .metapowers/bookkeeping/$ARGUMENTS/tax-prep.md with sections:
- Entity & Filing Info — entity type, tax year, deadlines, forms
- Income Summary — all income sources with totals
- Deductions Summary — all deductible expenses with totals
- Supporting Schedules — depreciation, assets, carryforwards
- Filing Checklist — document readiness tracker
- Estimated Tax Position — projected tax liability or refund
Output
The tax preparation package written to .metapowers/bookkeeping/$ARGUMENTS/tax-prep.md. Present a summary highlighting:
- Total income and deductions
- Estimated tax position
- Missing documents or items needing attention
1---2name: tax-prep3description: Organize financial records and supporting documents for tax filing4---56# Tax Prep78Organize financial records and supporting documents for "$ARGUMENTS" to prepare for tax filing. Compile income, deductions, and credits with proper documentation.910## Prerequisites1112None — utility skill, run anytime. Works best after completing the four-phase cycle (record, categorize, reconcile, report).1314## Process15161. **Determine tax obligations:**17 - Entity type (sole proprietorship, LLC, S-corp, C-corp, partnership)18 - Tax year and filing deadlines19 - Applicable tax forms (1040, 1120, 1065, etc.)20 - State and local filing requirements21222. **Compile income documentation:**23 - Revenue by source and category24 - 1099s received and issued25 - Interest and investment income26 - Other income (rental, royalties, gains)27283. **Organize deductible expenses:**29 - Operating expenses by category with totals30 - Home office deduction calculation if applicable31 - Vehicle and travel expenses with mileage logs32 - Depreciation schedules for fixed assets33 - Retirement plan contributions34 - Health insurance premiums35364. **Prepare supporting schedules:**37 - Asset register with purchase dates and cost basis38 - Loan interest statements39 - Charitable contribution receipts40 - Prior year carryforwards (losses, credits)41425. **Create filing checklist:**43 - List every document needed for filing44 - Mark what is available vs. missing45 - Note estimated tax payments already made46 - Flag items needing professional review47486. **Write the artifact** to `.metapowers/bookkeeping/$ARGUMENTS/tax-prep.md` with sections:49 - **Entity & Filing Info** — entity type, tax year, deadlines, forms50 - **Income Summary** — all income sources with totals51 - **Deductions Summary** — all deductible expenses with totals52 - **Supporting Schedules** — depreciation, assets, carryforwards53 - **Filing Checklist** — document readiness tracker54 - **Estimated Tax Position** — projected tax liability or refund5556## Output5758The tax preparation package written to `.metapowers/bookkeeping/$ARGUMENTS/tax-prep.md`. Present a summary highlighting:59- Total income and deductions60- Estimated tax position61- Missing documents or items needing attention
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