israeli-freelancer-ops

Manage invoice aging, tax deadlines, and accountant packages for Israeli freelancers.

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

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve? Israeli freelancers (osek murshe, osek patur, esek za'ir) face missed VAT filing penalties, forgotten invoice follow-ups, osek patur threshold overruns, and disorganized handoffs to accountants. This Skill tracks all of these obligations in one operational workflow. ## Core Features & Use Cases - Invoice Aging & Collections: Categorize outstanding invoices into 30/60/90+ day buckets with graduated WhatsApp and email reminder schedules, including allocation-number (mispar haktza'a) checks for invoices over 10,000 NIS. - Tax Deadline Alerts: Proactive reminders for bi-monthly VAT filings, Bituach Leumi advances, mkdamot, annual report (Form 1301), and December 31 pension deposit deadlines, with Shabbat and holiday adjustments. - Osek Patur Threshold Monitoring: Track cumulative annual revenue against the 122,833 NIS threshold with 70/85/95% alert levels and a full osek murshe transition checklist. - Accountant Package (Havila): Compile issued invoices, expense receipts, utility bills collected via browser automation, and a cover sheet into an organized monthly folder structure or ZIP. - Use Case: A freelance developer asks whether they are approaching the osek patur limit; the Skill projects annual revenue from current earnings, flags an 85% threshold warning, and produces a conversion checklist. ## Quick Start Ask the assistant to set up invoice aging tracking and tax deadline reminders for your Israeli freelance business, stating whether you are osek murshe or osek patur.

Frequently Asked Questions about israeli-freelancer-ops

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

FAQPage Schema
How do I track overdue invoices as an Israeli freelancer?

Categorize each invoice into aging buckets: current (0-29 days), 30-day, 60-day, and 90+ days. The Skill schedules a friendly WhatsApp reminder at day 30, a formal email follow-up at day 60, and an escalation alert at day 90, with running totals by client.

What is the osek patur revenue threshold for 2026?

The osek patur threshold for 2026 is 122,833 NIS annually, CPI-indexed (it was 120,000 NIS in 2024-2025). Exceeding it requires registering as osek murshe, charging 18% VAT, and filing bi-monthly VAT returns. Verify the current figure at misim.gov.il.

When are Israeli VAT filing deadlines for osek murshe?

Bi-monthly filers submit by the 15th of the month after each period (Mar 15, May 15, Jul 15, Sep 15, Nov 15, Jan 15). From 2026, businesses over 500,000 NIS turnover file detailed monthly reports (874) by the 23rd of the following month.

Can browser automation collect Israeli utility bills with 2FA?

Yes, but portals like IEC, Bezeq, Partner, and HOT may require SMS OTP verification. The automation pauses and prompts the user for the OTP code, then continues downloading PDF bills into the organized accountant package folder.

What is the difference between esek za'ir and osek patur?

Esek za'ir is a micro-business track under Income Tax Ordinance Section 17a offering a 30% normative expense deduction and simplified reporting, while sharing the same 122,833 NIS revenue ceiling as osek patur. Eligibility excludes billing former employers or having over 25% of revenue from one related party.

When should this Skill not be used?

Do not use it for VAT return preparation (use israeli-vat-reporting), e-invoice generation (use israeli-e-invoice), or payroll and employee management. It covers operational tracking and reminders, not the actual filing or invoice issuance.