israeli-financial-reports

Generate Israeli-standard financial statements and VAT summary reports with bilingual Hebrew/English output.

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

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve? Producing compliant financial reports for Israeli businesses requires knowing entity-specific rules (Osek Patur, Osek Murshe, Chevra), current VAT rates and thresholds, filing deadlines, and bilingual formatting conventions. This Skill encodes those rules so generated profit and loss statements, balance sheets, trial balances, cash flow statements, and VAT summaries follow Israeli standards without manual research. ## Core Features & Use Cases - Full statement generation: Produces trial balance (Maazan Bochein), profit and loss (Doch Revach VeHefsed), balance sheet (Maazan), and cash flow statements with comparison periods, NIS formatting, and bilingual Hebrew/English headers. - VAT summary reports: Calculates output/input VAT at the 18% rate, applies bi-monthly vs monthly cadence thresholds, PCN874 detailed-reporting rules, and correct filing deadlines (15th/19th/23rd). - Entity-aware logic: Distinguishes Osek Patur (annual declaration only, 122,833 NIS ceiling), Osek Murshe, and Chevra (23% corporate tax, Form 6111 mapping), and exports to PDF, Excel, and CSV. - Use Case: An Osek Murshe asks for a Jan-Feb VAT report with 120,000 NIS sales and 45,000 NIS deductible purchases; the Skill computes 13,500 NIS payable and outputs a formatted bilingual summary with the correct due date. ## Quick Start Ask the assistant to generate a bi-monthly VAT summary or annual financial statements for your Israeli business, providing your entity type, reporting period, and sales and purchase figures.

Frequently Asked Questions about israeli-financial-reports

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

FAQPage Schema
How do I generate a VAT report for an Israeli business?

Provide your entity type, reporting period, sales, and deductible purchases. The Skill calculates output VAT at 18%, subtracts input VAT, and produces a bilingual summary with the correct filing deadline (15th paper, 19th online, 23rd for PCN874 detailed filers).

What financial statements can I produce for an Israeli company?

You can generate a trial balance, profit and loss statement, balance sheet, and cash flow statement using the indirect method. Statements include current versus previous period columns, NIS formatting, Hebrew/English headers, and export to PDF, Excel, or CSV.

Does the skill handle Osek Patur versus Osek Murshe differently?

Yes. Osek Patur gets an income summary and annual declaration guidance only, since it files no periodic VAT reports and must stay under the 122,833 NIS ceiling. Osek Murshe gets full VAT reporting with bi-monthly or monthly cadence based on the 1,775,000 NIS turnover threshold.

Can this skill submit tax filings to the Israel Tax Authority?

No. It produces the financial figures and formatted reports behind filings, including Form 6111 mapping, but explicitly does not perform tax filing submissions, payroll processing, or bank reconciliation.

Why does my trial balance not balance before generating statements?

Total debits must equal total credits; an imbalance indicates posting errors such as single-sided entries or transposed digits. The Skill's troubleshooting steps suggest halving the difference to find wrong-side entries or dividing by nine to detect digit transposition.