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hand-off-to-my-tax-preparer

Assemble a year-end tax handoff package from bookkeeping records.

2|Updated May 8, 2026
Search Tags:#google drive#1099#trial balance#tax handoff#audit gating#fixed assets#book-to-tax (M-1)
One-click install
npx skills add https://github.com/akiotanaka847/qaio-desktop --skill hand-off-to-my-tax-preparer
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: hand-off-to-my-tax-preparer
Source: https://github.com/akiotanaka847/qaio-desktop/tree/main/store/agents/bookkeeping/.agents/skills/hand-off-to-my-tax-preparer
Command: npx skills add https://github.com/akiotanaka847/qaio-desktop --skill hand-off-to-my-tax-preparer

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

It turns your completed bookkeeping into a complete, tax-preparer-ready year-end handoff package, with required gatekeeping to ensure your books are clean before anything gets assembled.

Core Features & Use Cases

  • Audit-gated handoff workflow: Runs audit-my-books first and stops on recon breaks, open items, and other audit blockers so you don’t pass messy books to your preparer.
  • Full tax tie-out package generation: Creates a trial balance, per-account reconciliation rollups, fixed-asset and depreciation schedules, a 1099 list, and an R&D classification when eligible.
  • Book-to-tax difference support: Produces M-1 adjustment candidates (meals, stock-based comp timing, accrual-to-cash deltas, federal income tax, deferred revenue, and non-deductibles) with judgment-call notes for preparer review.
  • Optional sharing and communication: Optionally mirrors the handoff folder to Google Drive and drafts a Gmail/Outlook email to your preparer (never sends).

Quick Start

Run the skill with your fiscal year and preparer details (and confirm monthly closes are complete) to generate the handoff package in handoffs/tax-{year}/.

Frequently Asked Questions about hand-off-to-my-tax-preparer

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I prepare a year-end tax handoff package from bookkeeping records?▼

To prepare a year-end tax handoff package, the Skill generates a trial balance, reconciliation rollups, fixed-asset schedules, 1099 listings, and M-1 adjustment candidates from your completed books. It requires clean monthly closes and preparer contact details.

What is an audit-gated tax handoff workflow?▼

An audit-gated tax handoff runs an audit on your books first, stopping the package assembly if reconciliation breaks or open items are found. This ensures your tax preparer only receives reviewed, clean financial records.

How do I calculate book-to-tax M-1 adjustment candidates for my preparer?▼

The Skill identifies M-1 adjustment candidates by analyzing meals, stock-based compensation timing, accrual-to-cash deltas, and non-deductibles. It outputs these book-to-tax differences with judgment-call notes for your tax preparer to review.

Can I share my tax handoff folder to Google Drive and email my preparer?▼

Yes, the Skill optionally mirrors your assembled tax handoff folder to Google Drive and drafts an email in Gmail or Outlook to your preparer. It creates the draft but never automatically sends the email.

What happens if my books have reconciliation breaks during tax package generation?▼

If reconciliation breaks or audit blockers are detected during the initial audit gate, the Skill stops the tax handoff assembly. You must resolve these open items in your bookkeeping records before proceeding.

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