If any input is missing, use best-known defaults and document assumptions.
Standard Workflow
Ensure all source transactions are reflected in imports/<YEAR>/ and included by main.ledger.
Validate books integrity using main.ledger as source of truth.
Generate income statement and year-end balance sheet figures.
Create/update Canada working papers under tax/<YEAR>/.
Keep working paper totals synchronized with the books.
Validation Objectives
Confirm global books balance.
Review register activity for the full filing year.
Produce requested-period P&L totals.
Produce year-end balance sheet totals.
Flag unresolved classification or compliance assumptions.
Suggested Canada Working Papers
tax/<YEAR>/t2-draft.md
tax/<YEAR>/t2-lines.json
tax/<YEAR>/supporting-schedules.md
tax/<YEAR>/advisor-handoff-checklist.md
Typical Form References
T2 Corporation Income Tax Return
GIFI-aligned mapping support where applicable
Provincial schedules and supporting forms as required
Output Contract
Return:
files created/updated
requested period totals
key line mapping values used
unresolved assumptions and compliance open items
Compliance Note
Draft outputs only. Final filing positions must be reviewed by a qualified Canadian tax professional.
1---2name: tax-ca3description: Skill: tax-ca4---5# Skill: tax-ca67## Purpose89Prepare a draft Canada corporate tax package from the books for year `<YEAR>`.1011This skill is designed for bookkeeping repositories using `main.ledger` and year-based import folders.1213## Scope1415- Primary default: Canadian corporate return workflow (T2).16- If entity type differs, adjust forms and mappings explicitly.1718## Required Inputs19201. `year` (example: `2026`)212. fiscal period start and end223. entity profile assumptions (corporation type, first-year status, accounting method)234. province/territory filing scope2425If any input is missing, use best-known defaults and document assumptions.2627## Standard Workflow28291. Ensure all source transactions are reflected in `imports/<YEAR>/` and included by `main.ledger`.302. Validate books integrity using `main.ledger` as source of truth.313. Generate income statement and year-end balance sheet figures.324. Create/update Canada working papers under `tax/<YEAR>/`.335. Keep working paper totals synchronized with the books.3435## Validation Objectives3637- Confirm global books balance.38- Review register activity for the full filing year.39- Produce requested-period P&L totals.40- Produce year-end balance sheet totals.41- Flag unresolved classification or compliance assumptions.4243## Suggested Canada Working Papers4445- `tax/<YEAR>/t2-draft.md`46- `tax/<YEAR>/t2-lines.json`47- `tax/<YEAR>/supporting-schedules.md`48- `tax/<YEAR>/advisor-handoff-checklist.md`4950## Typical Form References5152- T2 Corporation Income Tax Return53- GIFI-aligned mapping support where applicable54- Provincial schedules and supporting forms as required5556## Output Contract5758Return:59601. files created/updated612. requested period totals623. key line mapping values used634. unresolved assumptions and compliance open items6465## Compliance Note6667Draft outputs only. Final filing positions must be reviewed by a qualified Canadian tax professional.
Run npx skillmds@latest add yborunov/tax-ca 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.
Skill: tax-ca It is listed under Coding & Dev Tools on SkillMD.
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.
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.
Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.
yborunov (@yborunov) published this skill. Their other Agent Skills are listed on their SkillMD profile.
yborunov