il-invoice-organizer

Parse and categorize Hebrew invoices per Israeli Tax Authority rules with VAT extraction.

Updated Jan 9, 2026
One-click install
npx skills add https://github.com/amitpo23/cfo --skill il-invoice-organizer-amitpo23
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: il-invoice-organizer
Source: https://github.com/amitpo23/cfo/tree/main/.claude/skills/il-invoice-organizer
Command: npx skills add https://github.com/amitpo23/cfo --skill il-invoice-organizer-amitpo23

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve? Israeli freelancers and small businesses must manually sort invoices, extract VAT from gross totals, and assign Tax Authority expense categories before handing records to their accountant, which is error-prone and time-consuming. ## Core Features & Use Cases - VAT Extraction and Validation: Applies the 18/118 rule to split VAT-inclusive totals, verifies stated VAT against calculations, and validates 9-digit business numbers with check digits. - Tax Authority Categorization: Auto-assigns invoices to the 12 official expense categories (codes 1-12) using Hebrew and English keyword matching, including special rules like the vehicle 2/3 VAT deduction and 80% entertainment cap. - Compliance Flagging: Detects missing SHAAM allocation numbers against staged thresholds, Osek Patur invoices with no deductible VAT, and late-issued invoices beyond the 14-day rule. - Use Case: A freelancer with 30 monthly invoices runs the categorizer script to produce an accountant-ready CSV with per-category totals, net deductible VAT, and flagged compliance issues. ## Quick Start Ask the assistant to organize this month's invoices for your accountant by extracting VAT, categorizing each expense, and generating a summary report.

Frequently Asked Questions about il-invoice-organizer

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

FAQPage Schema
How do I extract VAT from a total amount in Israel?

Extract VAT from a VAT-inclusive total using the formula total * 18 / 118, since the Israeli VAT rate is 18% as of January 2025. For example, 1,180 NIS gross yields 180 NIS VAT and 1,000 NIS net. Do not multiply the gross by 0.18.

How do I categorize invoices for Israeli Tax Authority reporting?

Run the bundled categorize_invoices.py script with a JSON file of invoices to auto-assign each one to the 12 official expense categories using Hebrew and English keyword matching. It outputs categorized JSON plus an accountant-ready summary report.

Can I deduct VAT from an Osek Patur invoice?

No, Osek Patur suppliers do not charge VAT, so their receipts contain no deductible input VAT. Record the full amount as an expense and only claim VAT from tax invoices issued by an Osek Murshe or private company.

What is the SHAAM allocation number threshold in 2026?

B2B tax invoices above NIS 10,000 pre-VAT require a SHAAM allocation number from 1 January 2026, dropping to NIS 5,000 from 1 June 2026. Invoices above the threshold without one are not eligible for VAT input deduction.

Why does my calculated VAT not match the invoice?

Rounding differences up to 1 NIS are normal on Israeli invoices, so use the VAT printed on the invoice when available. Larger gaps usually mean the legacy 17% rate was applied or the invoice contains an error requiring a corrected version from the supplier.

How much VAT is deductible on vehicle expenses in Israel?

For non-commercial vehicles, only two-thirds of the input VAT is deductible; the remaining third is a permanent non-deductible expense. Commercial vehicles qualify for full 100% VAT deduction.