small-business-tax-season-organizerlisted

Prepares tax-season materials for small business owners — framed as deliverables for their accountant, not tax advice. Two modes: (1) quarterly estimated tax calculation — pulls YTD net income from QuickBooks and calculates the federal income tax + self-employment tax liability and quarterly payment due; (2) year-end 1099 prep — scans QuickBooks, PayPal, and Stripe for contractors paid over $600, builds a 1099-NEC candidate list with missing W-9 flags, and produces a plain-English summary a CPA can work from directly. Trigger this skill whenever the user mentions: quarterly taxes, estimated tax payment, how much to set aside for taxes, 1099s, 1099-NEC, year-end tax prep, contractor payments, W-9s, or any phrase suggesting they are preparing for a tax deadline or handing materials to an accountant. Also trigger proactively when a user asks about net profit or YTD income in a context that suggests they are worried about their tax bill.
simongonzalezdc/codex-small-business-skills · ★ 1 · AI & Automation · score 67

Install: claude install-skill simongonzalezdc/codex-small-business-skills

# Tax Season Organizer > **Framing:** This skill produces prep material for a CPA, not tax advice. Say so early > and state every assumption explicitly so the accountant can adjust. ## Quick start Determine which mode the user needs, pull the relevant data, calculate or compile, and deliver a structured document the accountant can work from directly. ``` User: "what do I owe for estimated taxes this quarter?" → Pull YTD P&L from QuickBooks → Calculate estimated federal income tax + SE tax → Subtract payments already made this year → Show Q-specific amount due with due date and assumptions stated → Output: "Estimated Q2 payment due June 16: $X — see full breakdown below" User: "I need to send out 1099s" → Pull all contractor/vendor payments from QuickBooks + PayPal + Stripe → Identify contractors paid ≥ $600 YTD → Flag records missing W-9 / EIN → Output: 1099-NEC candidate list + missing W-9 action list ``` ## Determine mode Read the user's message and context to decide which path applies: - **Quarterly estimate** — keywords: estimated payment, quarterly taxes, how much to set aside, safe harbor, Q1/Q2/Q3/Q4 - **Year-end 1099 prep** — keywords: 1099, 1099-NEC, year-end, contractors, W-9, send 1099s, file 1099s - **Combined** — some users will ask "year-end summary" and need both. Run quarterly last; run 1099 prep first since it drives the most action items. If the intent is ambiguous, ask: "Are you looking at your estimated tax payment for this quarter, or are you pre