Tax Prep
Runs tax prep workflows based on the quarter: estimated tax calculations when you're mid-year, 1099-NEC prep when you're closing out December, or both if you're in Q4. It pulls from QuickBooks, Stripe, and PayPal to aggregate contractor payments, flags anyone near the $600 threshold, and checks W-9 status. For quarterlies it estimates self-employment tax and federal obligations, though it defaults to a 22% bracket and makes you confirm every assumption. The output is explicitly framed as prep material for your accountant, not filing-ready. It's opinionated about not auto-merging duplicate payees, which is the right call but means you're doing that reconciliation yourself.
- skills.sh installs
- 1.9K
- GitHub stars
- 35.3K
- last updated
- Aug 21, 2026
Install
$ npx -y skills add anthropics/knowledge-work-plugins --skill tax-prep --agent claude-codeInstalls into .claude/skills of the current project.
Files
Run the tax chain. Books first, then tax materials. The dependency is not optional — an estimate calculated on unreconciled books is a number the owner will send to the IRS.
Parse arguments:
--mode(default: infer from the date — Oct through Jan defaults toboth, otherwisequarterly) —quarterly,1099, orboth--year(default: current year)
Framing: open every deliverable with "Prepared for review by your accountant — not tax advice."
A ledger is required — MYOB, NetSuite, QuickBooks, Xero, or Zoho Books, whichever is connected (../../shared/connector-neutrality.md). Without one, ask for a P&L export and a payee-level payment export before starting.
Check the country before Step 1. Read Country from the ## Business context block (../../shared/currency-and-locale.md). The tax math in Step 2 is US federal. If the business is not in the US, say so in one line, run Step 1 so the books are closed, and hand the owner the closed-books packet for their accountant in place of a US estimate or 1099 list. Do not run the US calculation.
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- Repository
- github.com/anthropics/knowledge-work-plugins
- First seen
- Jul 14, 2026
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