generating-cpa-handoff-summary

generating-cpa-handoff-summary is a skill for Claude Code, Codex from AlexTeplovCPA/it-contractors-skills. It costs 106 tokens per session (1,742 once invoked), scanned A, original, MIT.

A structured summary of organized tax facts for a Canadian IT contractor to give to a CPA. It preserves documents, unresolved questions, warnings, and information collected by earlier workflows.

In plain words
What is it for?
Use it after organizing income, expenses, foreign income, and GST/HST information to prepare a CPA review package and list open issues.
Why use it?
It turns scattered preparation results into a practitioner-facing handoff without pretending that the tax return is complete or ready to file.

Skill for Claude CodeCodex

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

Good fit Use it after organizing income, expenses, foreign income, and GST/HST information to prepare a CPA review package and list open issues.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/alexteplovcpa/it-contractors-skills/generating-cpa-handoff-summary
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 generating-cpa-handoff-summary
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 generating-cpa-handoff-summary

README.md
[![agentmods](https://agentmods.dev/badge/skills/alexteplovcpa/it-contractors-skills/generating-cpa-handoff-summary/github.svg)](https://agentmods.dev/skills/alexteplovcpa/it-contractors-skills/generating-cpa-handoff-summary)
Your own site
<a href="https://agentmods.dev/skills/alexteplovcpa/it-contractors-skills/generating-cpa-handoff-summary"><img src="https://agentmods.dev/badge/skills/alexteplovcpa/it-contractors-skills/generating-cpa-handoff-summary/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 generating-cpa-handoff-summary

Your own site · 80×15
<a href="https://agentmods.dev/skills/alexteplovcpa/it-contractors-skills/generating-cpa-handoff-summary"><img src="https://agentmods.dev/badge/skills/alexteplovcpa/it-contractors-skills/generating-cpa-handoff-summary.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 106 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,742 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 $0.00106 $0.01742
Opus 5 $0.00053 $0.00871
Sonnet 5 $0.00021 $0.00348
Haiku 4.5 $0.00011 $0.00174

Measured 12d ago against content hash 532f30f31375, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

generating-cpa-handoff-summary 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/generating-cpa-handoff-summary/SKILL.md · 172 lines

How it starts

The opening of the file, as written. The whole thing — 172 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Generate CPA Handoff Summary

Generate a structured CPA handoff summary after the file has been organized by earlier skills.

Core Rules

  • Work only from organized prior results, not from raw guesswork.
  • Organize facts, documents, and open issues for a practitioner audience.
  • Preserve all uncertainty, flags, and unresolved questions from prior skills.
  • Do not resolve open questions on behalf of the CPA.
  • Do not determine final filing positions.
  • Do not verify completeness or accuracy.
  • Do not hide flags, missing items, or review concerns.
  • Do not produce a document that implies the return is ready to file.
  • Do not tell the user what the CPA will or should conclude.
  • 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:

  • outputs from earlier skills in the repository
  • a partially aggregated case output object
  • organized income mappings
  • organized expense mappings
  • GST/HST review output if relevant
  • foreign income review output if relevant
  • instalment review output if relevant
  • PSB risk review output if relevant
  • reasonableness review output if relevant

Minimum useful input:

  • at least one organized result from a prior skill
  • at least one status or mapping that can be structured for CPA review

Read from the shared input schema where available: case_id, tax_year, engagement_mode, user_profile, form_context, review_state, output_preferences.

Read from prior skill outputs where available, especially: collecting-tax-documents, identifying-income-sources, identifying-expense-categories, organizing-t2125-gross-business-income, organizing-t2125-routine-operating-expenses, organizing-t2125-8523-meals-and-entertainment, organizing-t2125-business-use-of-home, organizing-t2125-capital-assets-and-cca, organizing-t2125-other-expenses, checking-gst-hst, reviewing-foreign-platform-and-us-income, reviewing-instalments-and-tax-payments, reviewing-psb-risk-facts, checking-shareholder-or-corporate-leakage, reviewing-reasonableness-of-net-income.

Read the full file on GitHub · 172 lines

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 · 172 lines · 106 tokens per session scan A 532f30f31375

Subscribe to this mod's changes

generating-cpa-handoff-summary is a skill published in the GitHub repository AlexTeplovCPA/it-contractors-skills (2 stars, last pushed 2mo ago), licensed MIT. It adds 106 tokens to every session and 1,742 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.

Related

Other skills, from other repositories

tax-calculator

Calculate tax implications of trades and generate tax reports.

Signal-Execution-Labs/forex-trading-ai-agent · 13 tokens

jangbu-import

A data-import workflow for turning bank files, card records, spreadsheets, receipts, tax invoices, and statement PDFs into a standard set of 13 transaction fields. OCR, or optical character recognition, is used to read information from document images and PDFs.

kimlawtech/korean-jangbu-for · 97 tokens

jangbu-connect

A setup guide for connecting Korean tax, bank, card, and social-insurance data through CODEF, an external API service. It explains how users obtain their own CODEF credentials and store them locally.

kimlawtech/korean-jangbu-for · 98 tokens

jangbu-tax

A financial-reporting tool that summarizes categorized transactions into a profit-and-loss statement and a simplified balance sheet. A profit-and-loss statement covers income and expenses over a period; a balance sheet shows assets, liabilities, and equity at a date.

kimlawtech/korean-jangbu-for · 82 tokens

accountant-expert

Expert-level accounting, tax, financial reporting, and accounting systems. Use when the user mentions accounting, tax, financial reporting, GAAP, or IFRS, or when the task involves Accounting Principles, Financial Statements, Tax & Compliance, or Accounting Systems.

personamanagmentlayer/pcl · 56 tokens

jaz-recipes

Use this skill when modeling complex multi-step accounting transactions — anything that spans multiple periods, involves changing amounts, or requires linked entries. Covers 16 IFRS-compliant recipes (prepaid amortization, deferred revenue, loans, IFRS 16 leases, hire purchase, fixed deposits, asset disposal, FX…

teamtinvio/jaz-ai · 120 tokens