finance-automation-portfolio: Skill for Claude Code

.claude/skills/tax-1065/SKILL.md

tax-1065 is a skill for Claude Code from sophonfinance-wq/finance-automation-portfolio. It costs 43 tokens per session (221 once invoked), scanned A, original, MIT.

A partnership tax engine that connects accounting records to U.S. Form 1065 and partner Schedule K-1 tax reporting. It also handles Section 704(c) built-in gains, which track pre-contribution gains or losses allocated among partners.

In plain words
What is it for?
Use it to generate tax workpapers, preview Form 1065 data, prepare K-1 outputs, calculate Section 704(c) allocations, and run readiness checks.
Why use it?
It brings the book-to-tax mapping and review checks into one repeatable process, making it easier to spot issues before the return is ready for review.

Skill for Claude Code

Written for Claude Code: installed under .claude/.

This is sophonfinance-wq/finance-automation-portfolio's own configuration. It tells Claude Code how to work on finance-automation-portfolio itself, so it is not a mod to install elsewhere. Copy it as a starting point and replace the rules that are about this project. Everything finance-automation-portfolio configures →

Reuse

Borrowing it

Nothing to install: this file belongs to sophonfinance-wq/finance-automation-portfolio. Take a copy, put it at the same path in your own repository, and replace the rules that are about this project with yours.

Copy the file
curl -O https://raw.githubusercontent.com/sophonfinance-wq/finance-automation-portfolio/main/.claude/skills/tax-1065/SKILL.md
Clone the repo
git clone --depth 1 https://github.com/sophonfinance-wq/finance-automation-portfolio

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-1065

README.md
[![agentmods](https://agentmods.dev/badge/skills/sophonfinance-wq/finance-automation-portfolio/tax-1065/github.svg)](https://agentmods.dev/skills/sophonfinance-wq/finance-automation-portfolio/tax-1065)
Your own site
<a href="https://agentmods.dev/skills/sophonfinance-wq/finance-automation-portfolio/tax-1065"><img src="https://agentmods.dev/badge/skills/sophonfinance-wq/finance-automation-portfolio/tax-1065/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-1065

Your own site · 80×15
<a href="https://agentmods.dev/skills/sophonfinance-wq/finance-automation-portfolio/tax-1065"><img src="https://agentmods.dev/badge/skills/sophonfinance-wq/finance-automation-portfolio/tax-1065.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 43 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 221 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 $0.00043 $0.00221
Opus 5 $0.00022 $0.00111
Sonnet 5 $0.00009 $0.00044
Haiku 4.5 $0.00004 $0.00022

Measured 12d ago against content hash 2ef207211416, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

tax-1065 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.

.claude/skills/tax-1065/SKILL.md · 17 lines

What it actually says

Partnership 1065 Engine

Package partnership_tax in partnership-1065-automation/.

Commands (run from partnership-1065-automation/)

python -m partnership_tax                    # full package: workpapers, 1065 preview JSON, K-1s, review checks
python -m partnership_tax --section704c      # IRC 704(c) built-in gain module (ceiling rule)
python -m partnership_tax --no-xlsx --out output
python -m pytest -q                          # 8,605 tests

Outputs land in output/: tax_workpapers.md, form_1065_preview.json, section704c_k1_*.md, review_checks.md. Review checks must all be OK for READY FOR REVIEW status.

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 · 17 lines · 43 tokens per session scan A 2ef207211416

Subscribe to this mod's changes

tax-1065 is a skill published in the GitHub repository sophonfinance-wq/finance-automation-portfolio (11 stars, last pushed 16d ago), licensed MIT. It adds 43 tokens to every session and 221 once invoked, about $0.0002 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 2026-08-30.