tax-season-organizer

Assemble Brazilian tax document packets and handoff checklists for accountants.

Updated May 15, 2026
One-click install
npx skills add https://github.com/CarvalhoJeo/claude-small-business-br --skill tax-season-organizer-carvalhojeo
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: tax-season-organizer
Source: https://github.com/CarvalhoJeo/claude-small-business-br/tree/main/skills/tax-season-organizer
Command: npx skills add https://github.com/CarvalhoJeo/claude-small-business-br --skill tax-season-organizer-carvalhojeo

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

It solves the chaos of gathering scattered Brazilian tax, payroll, and eSocial documents and turning them into a clear, deadline-aware handoff packet for your accountant, without guessing what the accountant will need.

Core Features & Use Cases

  • Regime- and payroll-aware preparation: Organizes checklists and supporting materials based on the business context (MEI/Simples/Lucro Presumido/Lucro Real), including whether employees require payroll/eSocial support.
  • Document gathering into an accountant-ready packet: Builds a structured handoff with revenue/receipts summaries, expense/vendor support, taxes/DAS/routine obligations, and payroll/eSocial support files.
  • Gap detection and open questions: Flags likely missing period exports or inconsistent revenue-by-channel info, and produces a list of unresolved questions to confirm with the accountant.
  • Safety guardrails: Focuses on preparation and document organization and explicitly avoids presenting authoritative tax advice.

Quick Start

Provide your business type (e.g., Simples/MEI), whether you have employees, and what files/exports you already have, and ask the skill to produce an accountant handoff checklist with missing-item gaps and open questions.

Frequently Asked Questions about tax-season-organizer

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

FAQPage Schema
How do I organize my Brazilian SMB tax documents for accountant handoff?

To organize Brazilian SMB tax documents for accountant handoff, assemble document packets and checklists based on your tax regime, payroll status, and available ERP, bank, and invoice exports to produce an actionable handoff list.

What documents do I need for Simples Nacional tax preparation?

For Simples Nacional tax preparation, you need revenue and receipts summaries, expense and vendor support files, taxes and DAS routine obligations, and payroll or eSocial support files if you have employees.

Does this support payroll and eSocial preparation for Brazilian businesses?

Yes, it supports payroll and eSocial preparation for Brazilian businesses by organizing payroll support files and flagging missing period exports or inconsistent revenue-by-channel information for your accountant.

Can I use this for MEI and Lucro Real tax regimes?

Yes, you can use this for MEI, Lucro Presumido, and Lucro Real tax regimes, as it applies regime-aware sectioning to organize checklists and supporting materials tailored to your specific business context.

How do I identify missing items before sending tax documents to my accountant?

To identify missing items before sending tax documents to your accountant, use completeness gap detection to flag likely missing period exports and generate a list of unresolved open questions to confirm.

Will this skill provide authoritative tax advice for my Brazilian business?

No, this skill will not provide authoritative tax advice for your Brazilian business, as it focuses strictly on document preparation and organization with explicit safety guardrails against presenting tax advice.