Organize year-by-year tax documents and track missing institution documents.
npx skills add https://github.com/x85446/claudecodetricks --skill tax-organizer
Please help me install this Agent Skill. Skill: tax-organizer Source: https://github.com/x85446/claudecodetricks/tree/main/skills/tax-organizer Command: npx skills add https://github.com/x85446/claudecodetricks --skill tax-organizer
Maintain a flat, year-by-year tax document folder structure, track which institutions need documents each year, identify what's missing, file incoming documents, and provide retrieval URLs for missing docs.
Process a new tax year by creating the year folder, initializing documentation tracking, and dropping incoming documents into the incoming/ folder.
High-intent search queries and answers about installing and using this skill.
To organize tax documents year-by-year, this tool uses a flat year-folder layout and a SQLite-backed tracker to monitor document intake, flag missing institution files, and maintain a status dashboard for audit trails.
The 3-year discontinuation safety check is a protocol that safely handles institutions that stop sending tax documents, ensuring your tax document tracker retains records for the required compliance period before removal.
Yes, the tax document tracker uses a SQLite database to support audit trails, generate status dashboards, and track per-year document intake for multiple institutions across flat year folders.
To set up a new tax year, create the year folder, initialize documentation tracking in the SQLite database, and drop incoming documents into the incoming folder for automated file routing and status generation.
Yes, the tax document tracker provides direct URLs and retrieval steps for missing institution documents to accelerate the collection process and close gaps in your year-by-year compliance audit trail.
The best way to manage tax workflow compliance is using a structured SQL-backed tracker with flat year-folder organization, discontinuation handling, and status dashboards to monitor document intake across institutions.
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