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Peter-Swain-Inc
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tax-prep-organiser

Inventory tax documents and income streams into a four-phase Tax Preparation Package.

1|1|Updated Apr 1, 2026
Search Tags:#workflow#organization#deductions#tax#document-management#prep#irs
One-click install
npx skills add https://github.com/Peter-Swain-Inc/futureproof-skills --skill tax-prep-organiser
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: tax-prep-organiser
Source: https://github.com/Peter-Swain-Inc/futureproof-skills/tree/main/plugins/futureproof-revenue-financial/skills/tax-prep-organiser
Command: npx skills add https://github.com/Peter-Swain-Inc/futureproof-skills --skill tax-prep-organiser

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Organises and coordinates tax preparation workflows by centrally managing documents, identifying gaps, and preparing audit-ready deliverables with a smooth handoff to accountants.

Core Features & Use Cases

  • Document inventory and categorization for the tax year
  • Deductions & credits optimization guidance with carryforward considerations
  • End-to-end tax preparation package with optional accountant handoff
  • Use Case: Freelancers with multiple income streams can assemble W-2s, 1099s, K-1s, and receipts to file efficiently.

Quick Start

Ask FutureProof to connect for your current tax year and begin inventorying documents.

Frequently Asked Questions about tax-prep-organiser

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

FAQPage Schema
How do I organize my tax preparation documents for multiple income streams?▼

To organize tax preparation, the Skill inventories all tax documents and income streams, applying a four-phase workflow to generate a tailored, ready-to-file Tax Preparation Package.

What is the best way to audit deductions and credits for IRS filing?▼

Auditing deductions for IRS filing is handled through a dedicated workflow phase that optimizes credits, evaluates carryforward considerations, and ensures outputs meet compliance requirements.

Can I use this for freelancer tax prep with W-2s and 1099s?▼

Yes, freelancer tax prep is a core use case; the Skill assembles W-2s, 1099s, K-1s, and receipts to coordinate multiple income streams into a single filing package.

How do I generate a tax preparation package ready for professional handoff?▼

Generating a tax preparation package for professional handoff involves completing the income mapping, deduction audit, entity requirements, and risk scan phases to produce audit-ready deliverables.

Does this identify missing tax documents before I file?▼

Yes, identifying gaps is a central function; the document inventory and categorization process tracks all required tax documents to ensure complete assembly before filing.

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