organizing-t2125-other-expenses

T2125 Other Expenses

Organize remaining business expenses for T2125 that do not belong in other specific expense lines, after prior field skills have run.

Core Rules

• Work from prior skill outputs and remaining unclassified expenses.
• Focus on items not already handled by routine operating, meals, home office, or capital asset skills.
• Preserve uncertainty where classification or support is incomplete.
• Organize and flag, do not advise.
• Do not determine final deductibility.
• Do not determine final GST/HST treatment.
• Do not force items into other expenses if they clearly belong elsewhere.
• Do not state that an expense is definitely allowable.
• Do not state that the user is ready to file.
• 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:

• output from identifying-expense-categories
• output from organizing-t2125-routine-operating-expenses
• output from organizing-t2125-8523-meals-and-entertainment
• output from organizing-t2125-business-use-of-home
• output from organizing-t2125-capital-assets-and-cca
• expense log or CSV with unclassified items
• user explanation in chat

Minimum useful input:

• at least one expense not already handled by a prior skill
• some explanation of what the expense was for

Read from the shared input schema where available: case_id, tax_year, engagement_mode, user_profile, facts.business_activity, documents.expense_support, transactions.expense_items, form_context, review_state.

Read from prior skill outputs where available: all preceding T2125 organizing skills.

Workflow

1. Confirm other-expenses review is relevant

Check whether prior skills left any items unclassified or whether the user has described expenses with no obvious standard home.

If there are no remaining unclassified items, return not_applicable.