tax-prep

Organize financial records into tax-ready reports and Schedule C mapped P&L.

4|1|Updated Mar 24, 2026
One-click install
npx skills add https://github.com/Receiptor-AI/bookkeeping-skills --skill tax-prep-receiptor-ai
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: tax-prep
Source: https://github.com/Receiptor-AI/bookkeeping-skills/tree/main/skills/tax-prep
Command: npx skills add https://github.com/Receiptor-AI/bookkeeping-skills --skill tax-prep-receiptor-ai

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

Small businesses and accountants spend countless hours assembling organized tax packages. This skill automates gathering reconciled records and producing tax-ready reports aligned to Schedule C, with quarterly breakdowns and contractor summaries.

Core Features & Use Cases

  • Map P&L to Schedule C lines and generate a complete tax-ready package
  • Produce quarterly breakdowns and a 1099 contractor summary, flagging items requiring special treatment
  • Coordinate with meals, depreciation, home office, vehicle, and other related skills for comprehensive preparation

Quick Start

Provide a complete tax package from your reconciled financial data by running the workflow.

Frequently Asked Questions about tax-prep

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

FAQPage Schema
How do I map my P&L to Schedule C for tax preparation?

Yes, this skill produces quarterly breakdowns for estimated tax payments by organizing your financial records throughout the year. It structures quarterly financial data to support accurate estimate calculations for sole proprietors and small businesses.

Can I generate a 1099 contractor summary from my financial records?

Yes, you can generate a 1099 contractor summary from your financial records. The skill organizes contractor details and flags items requiring special treatment, producing a comprehensive summary for year-end preparation and compliance.

Does this work for sole proprietors and small businesses needing home office and vehicle deductions?

Yes, this works for sole proprietors and small businesses by coordinating with meals, depreciation, home office, vehicle, and 1099 details. It integrates these specific deductions into your comprehensive tax-ready report package.

What is the best way to assemble an annual tax package from messy financials?

You need accurate, reconciled financial data before using this skill. Proper data gathering and validation are required prerequisites to ensure the generated tax-ready reports and Schedule C mapped P&L are accurate and compliant.