Instructions file
Instructions for skills-il/tax-and-finance, covering claude.md, project overview, repository structure, skill format (critical) and skill.md structure.
Instructions file
Instructions for skills-il/tax-and-finance, covering claude.md, project overview, repository structure, skill format (critical) and skill.md structure.
Skill Claude CodeCodex
Not tax advice and not a filed return. Works out the US self-employment tax an American osek patur or osek murshe in Israel owes on top of Bituach Leumi, because there is no US-Israel totalization agreement and the foreign earned income exclusion does not reduce SE tax. Projects the yearly bill from net earnings…
Skill Claude CodeCodex
Fetch and analyze Bank of Israel (BOI) economic data: interest rates, CPI (madad hamchirim), exchange rates (sha'ar yatzig), and CBS statistics. Use when user asks about BOI interest rate, ribit Bank Israel, exchange rates, sha'ar yatzig, CPI index, madad, inflation data, or Israeli economic indicators. Foundation…
Skill Claude CodeCodex
Not tax or accounting advice. Integrate Cardcom payment processing and Israeli invoice generation into applications, covering Low Profile payments, tokenization, recurring billing, and automatic tax invoice/receipt creation per Israeli law. Use when user asks to accept payments via Cardcom, generate Israeli invoices…
Skill Claude CodeCodex
Detect price gaps between TASE and US listings of the same dual-listed company (Check Point, NICE, CyberArk, Teva, and 40+ pairs), converting via the Bank of Israel representative rate and flagging gaps above a threshold. Use when the user asks to compare a dual-listed stock's Tel Aviv vs NASDAQ/NYSE price, spot…
Skill Claude CodeCodex
Integrate Grow by Meshulam payment gateway into Israeli applications -- covers payment pages (iframe/redirect/SDK), tokenization, recurring billing, payment links, refunds, invoices, webhooks, and 3DS authentication via the Grow Light API. Use when user asks to accept payments via Grow or Meshulam, set up "slikat…
Skill Claude CodeCodex
Parse and organize Hebrew invoices for Israeli bookkeeping: VAT 1/6 extraction, Tax Authority expense categories, Osek Murshe/Patur recognition, and accountant-ready export. Use when user asks about organizing invoices, cheshbonit, expense categorization, sivug hotza'ot, VAT extraction from totals, Osek Murshe vs Osek…
Skill Claude CodeCodex
Calculate municipal property tax (arnona) for Israeli properties, check discount eligibility, and draft appeal letters to arnona committees. Use when a user needs to estimate arnona payments by municipality, zone, and property usage type, verify eligibility for discounts (olim, soldiers, elderly, disabled, low income…
Skill Claude CodeCodex
Analyze Israeli bank transactions, spending patterns, and financial data across Israeli banks and credit card companies. Use when user asks about bank transactions, spending analysis, "cheshbon bank", budget tracking, or needs to categorize Israeli banking data. Pairs with israeli-bank-mcp and il-bank-mcp servers…
Skill Claude CodeCodex
Not tax, pension or investment advice, and not a mortgage approval. Plan household and personal budgets with Israeli-specific costs, rates, and financial products. Use when user asks about budgeting in Israel, mortgage (mashkanta) calculations, arnona rates, cost of living, takciv, or monthly expense planning. Covers…
Skill Claude CodeCodex
Chase unpaid invoices and manage debt collection for Israeli freelancers and businesses. Use when user asks about "unpaid invoices Israel", "payment reminder", "invoice aging", "debt collection freelancer", "Michtav Drisha (pre-suit demand letter)", "demand letter Hebrew", "tvi'ot ktanot", or "גביית חובות". Covers…
Skill Claude CodeCodex
Builds an indicative valuation range for an Israeli private company using DCF, market multiples, and the asset approach, with a WACC build-up that uses a live Israeli risk-free rate, the current Israel country risk premium, and the company's own effective tax rate rather than a generic 23%. Use when someone asks what…
Skill Claude CodeCodex
Use when an Israeli consumer wants to cut recurring bank and credit-card charges: cancel a credit card cleanly (bitul kartis ashrai), switch to a cheaper fixed-price bank fee track (maslul amlot: basic maslul basi or expanded maslul murchav), switch banks in one click (niud / maavar beklik), stop a recurring debit…
Skill Claude CodeCodex
Strategic tax analysis for Israeli company owners (baalei shlita) comparing salary, dividends, shareholder loans, and management fees as profit extraction methods. Use when user asks about paying personal tax from company funds, dividend vs salary comparison, shareholder loan tax implications, Section 3(tet) deemed…
Skill Claude CodeCodex
Hunt for currently-valid discount and coupon codes for an Israeli online-store checkout, verify each candidate, and return one ranked summary instead of asking five chatbots the same question. Runs a fixed Israeli source map (coupon aggregators, cashback platforms, credit-card benefit hubs, gift-card stacking…
Skill Claude CodeCodex
Calculate cryptocurrency capital gains tax per Israeli Tax Authority (Reshut HaMisim) regulations and generate capital-gains reporting data and Form 1399י advance-payment data (within 30 days of disposal). Use when a user needs to compute crypto tax obligations using FIFO cost basis, classify DeFi income (staking…
Skill Claude CodeCodex
Not customs advice. Classify products into Israeli 8-digit HS codes and calculate full landed cost for imports to Israel: customs duty, VAT 18%, and purchase tax (mas kniya). Use when user asks about Israel import tax, personal import threshold, customs duty on an online order from Amazon/AliExpress, FTA preferences…
Skill Claude CodeCodex
Walk salaried Israeli employees through the voluntary tax-refund process with Reshut HaMisim. Reads Form 106, detects refund triggers (job change, unemployment, maternity leave, reserve duty, Section 46 donations, yishuv mezakeh, missed credit points, disability, alimony, early keren hishtalmut withdrawal), estimates…
Skill Claude CodeCodex
Generate the full export document set for Israeli exporters: commercial invoice (HE+EN), packing list, bill of lading / AWB / CMR, proforma, and origin documents (EUR.1, invoice origin declaration, US-Israel Origin Invoice Declaration, CIFTA Form B239). Use when user asks about exporting from Israel, Incoterms (FOB…
Skill Claude CodeCodex
Manage daily operations for Israeli freelancers (osek murshe, osek patur) - invoice aging with collection reminders, utility bill collection via browser automation, tax deadline alerts (VAT, Bituach Leumi, mkdamot, annual report), osek patur threshold monitoring, and organized accountant packages (havila). Use when a…
Skill Claude CodeCodex
Not insurance advice and not insurance marketing. Compare car insurance (mandatory hova, comprehensive makif, third-party), home insurance, and health supplementary insurance across 20+ Israeli insurers using official government calculators and private comparison platforms. Use when a user needs to find the cheapest…
Skill Claude CodeCodex
Not insurance advice and not insurance marketing. Audits the insurance an Israeli household already pays for, across health, long-term care, dental, disability, life, personal accident, motor, home, mortgage, travel and service riders, and separates real duplication from cover that legitimately stacks. Use when a user…
Skill Claude CodeCodex
Compare mortgage tracks (maslulei mashkanta) across Israeli banks, calculate monthly payments for mixed-track portfolios, and understand Bank of Israel Directive 329 limits including LTV ceilings, the payment-to-income prohibition, and the cap on the variable-rate share. Use when a user needs to evaluate mortgage…
Skill Claude CodeCodex
Orchestrate Israeli payment gateways (Cardcom, Tranzila, PayMe, Meshulam, iCredit, Pelecard) with unified routing, fallback, and installments (tashlumim). Use when user asks about multi-gateway payment integration, "slikat kartisim", "tashlumim", payment routing, Shva network, BOI payment-services regulation, gateway…