tax-prep

Name: tax-prep
Availability: InStock
Author: Paywhere

Calculate quarterly estimated tax payments and assemble 1099-NEC candidate lists from QuickBooks.

Updated May 20, 2026

Search Tags:#tax preparation #quickbooks #financial reconciliation #estimated taxes #1099-NEC #w-9 tracking #accountant handoff

Ready to run

npx skills add https://github.com/paywhereb/paywhere-claude-plugins --skill tax-prep-paywhereb

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: tax-prep
Source: https://github.com/paywhereb/paywhere-claude-plugins/tree/main/paywhere-smb/skills/tax-prep
Command: npx skills add https://github.com/paywhereb/paywhere-claude-plugins --skill tax-prep-paywhereb

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

It prepares tax-season deliverables by turning your current-year financial and contractor/vendor activity into a clear accountant handoff packet, saving you from manual calculations and messy spreadsheets.

Core Features & Use Cases

Quarterly estimated tax prep: Pulls YTD QuickBooks profit and loss, computes estimated tax payments, and returns a quarter-specific estimate with explicit assumptions and due date.
Year-end 1099-NEC prep: Aggregates likely contractor/vendor payees from QuickBooks, cross-checks against bank outflows when connected, flags duplicates and threshold/near-threshold cases, and prepares a W-9 action list.
Accountant-safe output: Frames deliverables as not-tax-advice material, avoids auto-merging payees, and includes verification checklist items for deadlines and assumptions.

Quick Start

Ask the system to run the tax-prep skill with your preferred mode and year (for example, quarterly 2026) so it can produce your accountant handoff packet.

Frequently Asked Questions about tax-prep

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

FAQPage Schema

How do I prepare 1099-NEC candidate lists from QuickBooks for my accountant?▼

To prepare 1099-NEC candidate lists from QuickBooks, aggregate payee outflows, cross-check bank transactions, flag threshold duplicates, and compile a W-9 action list for accountant review.

How do I calculate quarterly estimated tax payments using QuickBooks profit and loss?▼

Calculating quarterly estimated tax payments requires pulling year-to-date QuickBooks profit and loss data to compute quarter-specific estimates, reporting explicit assumptions, and returning due dates for handoff.

What is included in an accountant-ready tax prep packet for year-end filing?▼

An accountant-ready tax prep packet includes quarterly estimated tax calculations, 1099-NEC candidate lists, duplicate and threshold flagging, W-9 status action items, and explicit assumption reporting for human review.

Can I automatically merge contractor payees when doing 1099-NEC preparation?▼

No, 1099-NEC preparation uses conservative aggregation rules without auto-merging payees, requiring manual review of flagged duplicates and near-threshold cases to ensure accurate year-end contractor reporting.

Does tax preparation software provide official tax advice or filing capabilities?▼

Tax preparation software enforces non-filing, not-tax-advice framing, meaning it only generates review materials and explicit assumption reports for an accountant rather than providing official tax advice or submitting returns.

What is the best way to track W-9 status for contractors before year-end tax handoff?▼

Tracking W-9 status for year-end tax handoff involves cross-checking QuickBooks vendor records against bank outflows and generating a dedicated W-9 action list for missing or incomplete contractor documentation.