tax-prep-organiser

Official

Organise tax prep with FutureProof context.

AuthorPeter-Swain-Inc
Version1.0.0
Installs0

System Documentation

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.

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: tax-prep-organiser
Download link: https://github.com/Peter-Swain-Inc/futureproof-skills/archive/main.zip#tax-prep-organiser

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