Tax Season Organizer

anthropics/knowledge-work-pluginsOfficial

Pulls year-to-date financials from QuickBooks and calculates quarterly estimated tax payments, including self-employment tax and federal income tax minus what you've already paid. The output is explicitly framed as prep material for your CPA, not tax advice, which is the right call. It shows assumptions clearly so your accountant can adjust the numbers. Useful if you're self-employed and need to hand your CPA something structured instead of a pile of receipts. Snyk flagged a warning in the security audit, so check the dependencies before installing. With 795 installs, it's getting real use during tax season.

skills.sh installs: 1.7K
GitHub stars: 35.3K
last updated: Aug 21, 2026

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Install

$ npx -y skills add anthropics/knowledge-work-plugins --skill tax-season-organizer --agent claude-code

Installs into .claude/skills of the current project.

Files

Tax Season Organizer

Framing: This skill produces prep material for a CPA, not tax advice. Say so early and state every assumption explicitly so the accountant can adjust.

Quick start

Determine which mode the user needs, pull the relevant data, calculate or compile, and deliver a structured document the accountant can work from directly.

User: "what do I owe for estimated taxes this quarter?"
→ Pull YTD P&L from QuickBooks
→ Calculate estimated federal income tax + SE tax
→ Subtract payments already made this year
→ Show Q-specific amount due with due date and assumptions stated
→ Output: "Estimated Q2 payment due June 16: USD X — see full breakdown below"

User: "I need to send out 1099s"
→ Pull all contractor/vendor payments from QuickBooks + PayPal + Stripe
→ Identify contractors paid ≥ USD 600 YTD
→ Flag records missing W-9 / EIN
→ Output: 1099-NEC candidate list + missing W-9 action list