How do I install the Tax Prep skill?

Run npx skillmds@latest add nota-america/tax-prep in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Tax Prep safe to use?

This skill has not completed SkillMD's automated safety review yet. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Tax Prep?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Tax Prep free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Tax Prep?

nota-america (@nota-america) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Tax Prep by nota-america — Agent Skill

Name: Tax Prep
Author: nota-america

File contents

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:

Check the current date. If Oct–Jan, default to both. Otherwise default to quarterly.
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)

Pull YTD Profit & Loss from QuickBooks (Jan 1 through last completed quarter).
If QuickBooks is not connected, ask the user to paste net income or upload a CSV.
Ask: "How much have you already paid in estimated taxes this year?"
Calculate: SE tax, adjusted net income, federal income tax estimate (default 22% bracket), quarterly payment due.
State every assumption explicitly — bracket, business type, exclusions.
Deliver the formatted estimate with the due date for the current quarter.

Step 3 — Year-end 1099 prep (if mode includes 1099)

Pull contractor/vendor payments from all connected sources: QuickBooks, PayPal, Stripe.
Aggregate by payee across sources. Flag likely duplicates for human review — never auto-merge.
Apply the $600 threshold. Flag near-threshold payees ($400–$599).
Check W-9 status in QuickBooks for each flagged payee.
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.

---name: tax-prepdescription: 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.---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 modeIf `--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.## OutputEnd with a next-steps checklist for the accountant: missing W-9s to collect, assumptions to verify, deadlines to hit.

Frequently asked questions

Tax Prep