tax-organizer

Organize year-by-year tax documents and track missing institution documents.

Updated Oct 17, 2025

Search Tags:#workflow #compliance #sqlite #organization #tax #audit-trail #document-management

Ready to run

npx skills add https://github.com/x85446/claudecodetricks --skill tax-organizer

💬 Prompt for ChatGPT / Claude Chat▼

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

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

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.

Core Features & Use Cases

Flat-year folders and a consistent file naming convention to keep all tax documents organized and searchable.
Status dashboards and per-year/document tracking using a SQLite database to support audit trails and easier filing.
Setup new tax years, process incoming documents, and handle discontinued institutions with a 3-year safety protocol.
Provide direct URLs and retrieval steps for missing documents to accelerate document collection.

Quick Start

Process a new tax year by creating the year folder, initializing documentation tracking, and dropping incoming documents into the incoming/ folder.

Frequently Asked Questions about tax-organizer

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

FAQPage Schema

How do I organize tax documents year-by-year and track missing files?▼

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.

What is the 3-year discontinuation safety check for tax document tracking?▼

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.

Does this tax document tracker use SQLite for audit trails?▼

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.

How do I set up a new tax year and process incoming documents?▼

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.

Can I get retrieval URLs for missing tax documents from my tracker?▼

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.

What is the best way to manage tax workflow compliance across multiple institutions?▼

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.