tax-prep

To prepare an accountant handoff packet for quarterly estimated taxes, the skill calculates estimated payments using your financial data, explicitly stating assumptions and providing a next-steps checklist for your accountant.

Preparing 1099-NEC candidates for year-end contractor reporting involves aggregating vendor payments and applying the $600 threshold logic. The skill flags likely duplicate payments for human review, surfaces near-threshold payees, and identifies W-9 gaps to ensure accurate reporting.

Yes, you can prepare both quarterly estimated taxes and 1099-NEC forms simultaneously by selecting the 'both' mode. The skill processes year-end contractor and vendor reporting alongside quarterly payment readiness in a single accountant-ready handoff packet.

If you lack connected data sources, you need to provide user-provided inputs for the tax preparation process. The skill requires mode and year argument parsing to generate safe prep-only outputs, estimated tax math, or 1099-NEC candidate lists.

During 1099-NEC candidate preparation, duplicate payment detection aggregates contractor and vendor payments to flag likely duplicates for human review. This ensures accurate $600 threshold application and surfaces near-threshold payees or missing W-9 documentation.