ticruz38 Tax Export Skill
Export categorized expenses for tax filing in multiple formats including CSV, PDF, and bundled receipt attachments.
Features
- CSV Export: Export expenses to CSV format for spreadsheet applications
- PDF Reports: Generate professional PDF expense reports
- Deductible Filtering: Filter expenses by deductible status and category
- IRS Category Mapping: Map expense categories to IRS tax categories
- Receipt Attachment Bundling: Bundle receipt images with export for audit support
Installation
cd skills/tax-export
npm install
npm run build
Usage
CLI
# Check status
npm run cli -- status
# Export to CSV
npm run cli -- csv --year 2024 --output expenses-2024.csv
# Export with deductible filtering
npm run cli -- csv --year 2024 --deductible-only --output deductible-2024.csv
# Export by category
npm run cli -- csv --category "Office Expenses" --output office-expenses.csv
# Generate PDF report
npm run cli -- pdf --year 2024 --output report-2024.pdf
# Bundle receipt attachments
npm run cli -- bundle --year 2024 --output receipts-2024.zip
# Combined export with receipts
npm run cli -- export --year 2024 --output tax-package-2024/
Library
import { TaxExportSkill } from '@openclaw/tax-export';
const taxExport = new TaxExportSkill();
// Export to CSV
const csv = await taxExport.exportToCSV({ year: 2024 });
await taxExport.saveExport(csv, 'expenses-2024.csv');
// Export with filters
const deductibleCsv = await taxExport.exportToCSV({
year: 2024,
deductibleOnly: true,
category: 'Office Expenses'
});
// Generate PDF report
const pdf = await taxExport.generatePDF({ year: 2024 });
await taxExport.saveExport(pdf, 'report-2024.pdf');
// Bundle receipts
const bundle = await taxExport.bundleReceipts({ year: 2024 });
await taxExport.saveExport(bundle, 'receipts-2024.zip');
// Full tax export package
await taxExport.exportTaxPackage(2024, './tax-package-2024');
IRS Category Mappings
Default mappings from expense categories to IRS Schedule C categories:
| Expense Category | IRS Category |
|---|---|
| Office | Office Expense |
| Electronics | Office Expense |
| Dining | Meals (50%) |
| Travel | Travel |
| Transportation | Car and Truck Expenses |
| Gas | Car and Truck Expenses |
| Utilities | Utilities |
| Healthcare | Employee Benefit Programs |
| Entertainment | Entertainment |
| Professional Services | Legal and Professional Services |
| Advertising | Advertising |
Data Storage
Data is stored in SQLite at ~/.openclaw/skills/tax-export/:
export_history- Track all exports with metadatairs_mappings- Custom IRS category mappingsexport_templates- Saved export configurations