# Tax Prep

> Organize financial records and supporting documents for tax filing

- Skill: `bromso/tax-prep` (Agent Skill)
- Install (CLI): `npx skillmds@latest add bromso/tax-prep`
- Raw SKILL.md: https://api.skillmd.com/api/skills/bromso/tax-prep/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: bromso (https://skillmd.com/u/bromso)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/bromso/tax-prep

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# 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

1. **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

2. **Compile income documentation:**
   - Revenue by source and category
   - 1099s received and issued
   - Interest and investment income
   - Other income (rental, royalties, gains)

3. **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

4. **Prepare supporting schedules:**
   - Asset register with purchase dates and cost basis
   - Loan interest statements
   - Charitable contribution receipts
   - Prior year carryforwards (losses, credits)

5. **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

6. **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