What problem does it solve?
Tax Season Organizer generates CPA-ready, non-advice prep materials for quarterly estimated tax payments and year-end 1099-NEC preparation. It helps small business owners turn QuickBooks (and optionally Paywhere) data into structured documents with clear assumptions and a calculator-style breakdown.
Core Features & Use Cases
- Quarterly estimated tax prep: Pulls QuickBooks YTD Profit & Loss, computes self-employment tax, estimates federal income tax using an assumed bracket, subtracts already-paid estimates, and outputs a quarter-specific due amount with safe harbor context.
- Year-end 1099-NEC preparation: Scans QuickBooks vendor payments (and optionally cross-checks Paywhere ACH/wire outflows) to build a candidate list for contractors paid $600+ with W-9 status and action items.
- Accuracy guardrails for accountants: Explicitly states assumptions (e.g., business type, bracket rate), flags near-threshold items, and avoids merging likely different payees, while clearly labeling outputs as not tax advice.
Quick Start
Tell the skill what you need (quarterly estimate or 1099 prep) and, if prompted, confirm your business structure and upload/export the relevant QuickBooks reports or provide the necessary P&L/vendor CSV so it can produce the formatted accountant review document.
