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prep-my-1099s

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Generate your 1099-NEC/MISC list and drafts.

Finance & Accounting#1099#vendor reconciliation#tax year aggregation#w-9 matching#email drafts#compliance prep#bookkeeping runs
Authorakiotanaka847
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill turns messy bookkeeping run history into a ready-to-review 1099-NEC and 1099-MISC vendor list for the tax year, including identification of eligible vendors, W-9 status checks, and follow-up chase email drafts for missing W-9s.

Core Features & Use Cases

  • Year-to-date vendor aggregation: Totals payments per vendor from your run transactions within the selected tax year and cites the source runs/dates/amounts for auditability.
  • 1099 eligibility and classification: Splits NEC vs MISC using account-category rules and eligibility thresholds (typically ≥ $600), and flags straddling cases for your judgment.
  • W-9 cross-referencing + chase drafts: Matches contractors to W-9s on file and drafts vendor chase emails as Gmail/Outlook drafts (never sent) or as plain markdown files if no inbox is connected.
  • Prep-only compliance outputs: Writes compliance documentation for the tax preparer and adds an indexed entry to outputs.json; it never files or sends.

Quick Start

Ask: Prep my 1099s for 2025 and draft chase emails for vendors with missing W-9s.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: prep-my-1099s
Download link: https://github.com/akiotanaka847/qaio-desktop/archive/main.zip#prep-my-1099s

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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