tax-prep

tax-prep is a skill for Claude Code from Receiptor-AI/bookkeeping-skills. It costs 94 tokens per session (2,287 once invoked), scanned A, original, MIT.

A workflow for organizing business records into reports suitable for a tax preparer, including profit and loss, quarterly totals, and contractor payments. It does not file tax returns or provide tax advice.

In plain words
What is it for?
Use it to prepare Schedule C summaries, quarterly breakdowns, 1099 contractor reports, and flagged records for an accountant.
Why use it?
It turns scattered financial information into a clearer package and highlights items that may need special tax treatment.

Skill for Claude Code

Written for Claude Code: allowed-tools in frontmatter. Also seen: positional $N argument.

Good fit Use it to prepare Schedule C summaries, quarterly breakdowns, 1099 contractor reports, and flagged records for an accountant.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/receiptor-ai/bookkeeping-skills/tax-prep
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 Receiptor-AI/bookkeeping-skills --skill tax-prep
Clone the repo
git clone --depth 1 https://github.com/Receiptor-AI/bookkeeping-skills

Made for: Claude Code.

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 tax-prep

README.md
[![agentmods](https://agentmods.dev/badge/skills/receiptor-ai/bookkeeping-skills/tax-prep/github.svg)](https://agentmods.dev/skills/receiptor-ai/bookkeeping-skills/tax-prep)
Your own site
<a href="https://agentmods.dev/skills/receiptor-ai/bookkeeping-skills/tax-prep"><img src="https://agentmods.dev/badge/skills/receiptor-ai/bookkeeping-skills/tax-prep/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 tax-prep

Your own site · 80×15
<a href="https://agentmods.dev/skills/receiptor-ai/bookkeeping-skills/tax-prep"><img src="https://agentmods.dev/badge/skills/receiptor-ai/bookkeeping-skills/tax-prep.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 94 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,287 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 $0.00094 $0.02287
Opus 5 $0.00047 $0.01144
Sonnet 5 $0.00019 $0.00457
Haiku 4.5 $0.00009 $0.00229

Measured 11d ago against content hash bb29eaa3c76f, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

tax-prep 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 11d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/tax_package_summary.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

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/tax-prep/SKILL.md · 189 lines

How it starts

The opening of the file, as written. The whole thing — 189 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Tax Preparation Support

Organize financial records into tax-ready reports that an accountant can use directly or that the business owner can use to file accurately.

Read these when needed

  • Read references/TAX-PACKAGE.md before delivering a package to an accountant or tax preparer.
  • Run scripts/tax_package_summary.py when you already have package artifacts and need a deterministic completeness summary.

Disclaimer: This skill organizes financial data for tax purposes. It does not constitute tax advice. Tax rules vary by jurisdiction and change frequently. Always consult a qualified tax professional for advice specific to your situation.

When to use

Use this when: tax season is approaching (Jan–Apr for calendar-year filers), the user's accountant requests organized records, quarterly estimated payments are due, or the user is catching up on prior-year filings.

Prerequisites

The quality of tax prep depends entirely on the quality of the underlying data. Before generating reports, the user should have: processed receipts, categorized expenses, and ideally reconciled bank statements. If any are missing, run those skills first. Fastest path from zero: extract receipts → categorize → reconcile → generate tax reports.

Step 1: Gather business context

Question Why it matters
Entity type? Sole prop/single-member LLC → Schedule C. Partnership → 1065. S-Corp → 1120-S. C-Corp → 1120.
Tax year? Calendar (Jan–Dec) or fiscal? Which year?
Accounting method? Cash basis (most small businesses) or accrual?
State(s)? State tax obligations, nexus, state-specific rules.
First year of business? Startup costs: up to $5,000 immediate, rest amortized over 180 months.
Employees? Triggers Forms 940, 941/944, W-2s.
Contractors? See contractor-1099 skill for filing rules.
Home office? See home-office skill for simplified vs. actual method.
Vehicle? See vehicle-expenses skill for mileage rate vs. actual.
Equipment purchases? See depreciation-assets skill for Section 179, bonus, MACRS.
Health insurance? Self-employed health insurance → Form 1040 Line 17, NOT Schedule C.
Retirement contributions? SEP/SIMPLE/Solo 401(k) → Form 1040 Line 20, NOT Schedule C.
Prior year carryforwards? NOLs, depreciation, Section 179 carryover.

Read the full file on GitHub · 189 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. 11d ago First seen · 189 lines · 94 tokens per session scan A bb29eaa3c76f

Subscribe to this mod's changes

tax-prep is a skill published in the GitHub repository Receiptor-AI/bookkeeping-skills (4 stars, last pushed 3mo ago), licensed MIT. It adds 94 tokens to every session and 2,287 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.