collecting-tax-documents

collecting-tax-documents is a skill for Claude Code, Codex from AlexTeplovCPA/it-contractors-skills. It costs 102 tokens per session (1,261 once invoked), scanned A, original, MIT.

A workflow for organising Canadian tax documents for an IT contractor before a deeper review by an accountant. It sorts confirmed, mentioned, missing, and not-applicable records without deciding tax treatment.

In plain words
What is it for?
Use it to gather slips, income summaries, expense records, bookkeeping exports, bank or card summaries, GST/HST records, and prior accountant notes.
Why use it?
It makes gaps in the document set visible and prepares clearer files for a CPA, a certified public accountant. It avoids treating incomplete records as ready for filing.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to gather slips, income summaries, expense records, bookkeeping exports, bank or card summaries, GST/HST records, and prior accountant notes.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/alexteplovcpa/it-contractors-skills/collecting-tax-documents
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add AlexTeplovCPA/it-contractors-skills --skill collecting-tax-documents
Clone the repo
git clone --depth 1 https://github.com/AlexTeplovCPA/it-contractors-skills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for collecting-tax-documents

README.md
[![agentmods](https://agentmods.dev/badge/skills/alexteplovcpa/it-contractors-skills/collecting-tax-documents/github.svg)](https://agentmods.dev/skills/alexteplovcpa/it-contractors-skills/collecting-tax-documents)
Your own site
<a href="https://agentmods.dev/skills/alexteplovcpa/it-contractors-skills/collecting-tax-documents"><img src="https://agentmods.dev/badge/skills/alexteplovcpa/it-contractors-skills/collecting-tax-documents/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for collecting-tax-documents

Your own site · 80×15
<a href="https://agentmods.dev/skills/alexteplovcpa/it-contractors-skills/collecting-tax-documents"><img src="https://agentmods.dev/badge/skills/alexteplovcpa/it-contractors-skills/collecting-tax-documents.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 102 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,261 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00102 $0.01261
Opus 5 $0.00051 $0.00630
Sonnet 5 $0.00020 $0.00252
Haiku 4.5 $0.00010 $0.00126

Measured 12d ago against content hash ce06c551e704, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

collecting-tax-documents scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 12d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/collecting-tax-documents/SKILL.md · 169 lines

How it starts

The opening of the file, as written. The whole thing — 169 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Collecting Tax Documents

Organize the user's tax document set before deeper review begins.

Core Rules

  • Organize documents only.
  • Do not provide tax advice.
  • Do not determine final filing positions.
  • Do not assume a document exists unless the user confirms it.
  • Separate confirmed items, mentioned-but-not-provided items, missing items, and not-applicable items.
  • Preserve uncertainty where the file is incomplete.
  • Do not conclude the user is ready to file.
  • Do not say missing documents are unnecessary.
  • Do not decide deductibility, GST/HST treatment, PSB status, or employment vs. business classification.
  • Use this phrase where relevant: "That is outside what this workflow covers. It is a question for a CPA before you file."

Inputs

Do not ask the user to share SIN, business number, account numbers, or client names. Use general descriptions and rounded amounts.

Accept any of:

  • user explanation in chat
  • uploaded slips
  • screenshots
  • income summaries
  • expense logs
  • bookkeeping exports
  • bank or card summaries
  • GST/HST records
  • prior-year accountant summary

Minimum useful input:

  • whether the user is self-employed, incorporated, or mixed
  • whether they have income records
  • whether they have expense records
  • whether they have any tax slips

Read from the shared input schema where available: case_id, tax_year, engagement_mode, user_profile, documents, facts.slips_received, review_state.

Workflow

1. Establish file context

Identify:

  • tax year
  • whether the user is sole proprietor, incorporated, or mixed
  • whether the goal is self-entry, CPA handoff, or both

If unclear, keep context provisional and continue with the broadest useful document checklist.

2. Group documents by category

Organize into:

  • personal tax slips
  • business income support
  • business expense support
  • GST/HST records
  • home office support
  • vehicle support
  • instalment and tax payment records
  • corporate or mixed-structure records if relevant

Read the full file on GitHub · 169 lines

Files

What ships with it

2 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 12d ago First seen · 169 lines · 102 tokens per session scan A ce06c551e704

Subscribe to this mod's changes

collecting-tax-documents is a skill published in the GitHub repository AlexTeplovCPA/it-contractors-skills (2 stars, last pushed 2mo ago), licensed MIT. It adds 102 tokens to every session and 1,261 once invoked, about $0.0005 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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