Tax Prep

Tax Preparation Skill

Compile tax documents and summaries for tax filing from your invoices and receipts.

Features

• Deductible Expense Categorization: Auto-categorize expenses using IRS categories
• Schedule C Generation: Generate Schedule C (Profit or Loss from Business) summaries
• 1099 Tracking: Track payments to contractors requiring 1099 forms
• TurboTax Export: Export data compatible with TurboTax
• Accountant Package: Generate comprehensive package for your accountant

Installation

cd skills/tax-prep
npm install
npm run build

Dependencies

• invoices skill - for income tracking
• receipts-ocr skill - for expense tracking

CLI Usage

Check Status

npm run status

Categorize Expenses

# Categorize all uncategorized expenses
npm run cli -- categorize

# Categorize specific date range
npm run cli -- categorize --year 2024
npm run cli -- categorize --start-date 2024-01-01 --end-date 2024-12-31

View Deductions

# View all deductible expenses
npm run cli -- deductions

# View by category
npm run cli -- deductions --category "Office Expenses"

# Export deductions
npm run cli -- deductions --export deductions-2024.csv

Generate Schedule C

# Generate Schedule C for tax year
npm run cli -- schedule-c --year 2024

# Export to file
npm run cli -- schedule-c --year 2024 --export schedule-c-2024.html

Track 1099 Contractors

# List contractors requiring 1099s
npm run cli -- contractors

# Check specific contractor
npm run cli -- contractors --name "John Smith"

# Export 1099 summary
npm run cli -- contractors --year 2024 --export 1099s-2024.csv

Export for TurboTax

npm run cli -- turbotax --year 2024 --output turbotax-2024.csv

Generate Accountant Package

# Generate complete package
npm run cli -- package --year 2024 --output ./tax-package-2024

# Package includes:
# - Income summary
# - Expense breakdown by category
# - Schedule C worksheet
# - 1099 contractor list
# - Receipt images (optional)

Library Usage

import { TaxPrepSkill } from '@openclaw/tax-prep';

const taxPrep = new TaxPrepSkill();

// Categorize expenses
await taxPrep.categorizeExpenses({ year: 2024 });

// Get deductions by category
const deductions = await taxPrep.getDeductions({
  startDate: '2024-01-01',
  endDate: '2024-12-31'
});

// Generate Schedule C
const scheduleC = await taxPrep.generateScheduleC(2024);

// Get 1099 contractors
const contractors = await taxPrep.get1099Contractors({ year: 2024 });

// Export for TurboTax
const turbotaxData = await taxPrep.exportForTurboTax(2024);

// Generate accountant package
await taxPrep.generateAccountantPackage(2024, './tax-package');

IRS Expense Categories

The skill uses standard IRS Schedule C categories:

• Advertising: Marketing, advertising, promotion costs
• Car and Truck Expenses: Vehicle expenses, mileage
• Commissions and Fees: Payments to subcontractors
• Contract Labor: Independent contractor payments
• Depletion: Natural resource depletion
• Depreciation: Asset depreciation
• Employee Benefit Programs: Health insurance, retirement plans
• Insurance: Business insurance premiums
• Interest: Business loan interest
• Legal and Professional Services: Legal fees, accounting
• Office Expense: Office supplies, equipment
• Pension and Profit Sharing Plans: Retirement contributions
• Rent or Lease: Equipment, vehicle, property rent
• Repairs and Maintenance: Equipment repairs
• Supplies: Materials and supplies
• Taxes and Licenses: Business licenses, property taxes
• Travel: Business travel expenses
• Meals: Business meals (50% deductible)
• Utilities: Electricity, water, internet, phone
• Wages: Employee salaries and wages
• Other Expenses: Miscellaneous business expenses

Data Storage

Data is stored in SQLite at ~/.openclaw/skills/tax-prep/:

• tax_categories - IRS category mappings
• expense_categories - Receipt categorization
• tax_years - Tax year summaries
• contractor_payments - 1099 tracking

Notes

• This skill provides data organization for tax preparation
• Consult a tax professional for tax advice
• Keep original receipts for audit purposes
• Review auto-categorizations for accuracy