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 US 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 US Working Papers
tax/<YEAR>/form-1120-draft.md
tax/<YEAR>/form-1120-lines.json
tax/<YEAR>/supporting-schedules.md
tax/<YEAR>/advisor-handoff-checklist.md
Typical Form References
Form 1120 (U.S. Corporation Income Tax Return)
Schedule L, M-1, and M-2 support when applicable
State return support files 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 US tax professional.
1---2name: tax-us3description: Skill: tax-us4---5# Skill: tax-us67## Purpose89Prepare a draft US 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: US C-corp return workflow (Form 1120).16- If entity type differs, adjust forms and mappings explicitly.1718## Required Inputs19201. `year` (example: `2026`)212. return period start and end223. entity profile assumptions (entity type, first-year status, accounting method)234. federal and state 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 US 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 US Working Papers4445- `tax/<YEAR>/form-1120-draft.md`46- `tax/<YEAR>/form-1120-lines.json`47- `tax/<YEAR>/supporting-schedules.md`48- `tax/<YEAR>/advisor-handoff-checklist.md`4950## Typical Form References5152- Form 1120 (U.S. Corporation Income Tax Return)53- Schedule L, M-1, and M-2 support when applicable54- State return support files 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 US tax professional.
Run npx skillmds@latest add yborunov/tax-us 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-us It is listed under Coding & Dev Tools on SkillMD.
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yborunov (@yborunov) published this skill. Their other Agent Skills are listed on their SkillMD profile.
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