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tax-prep

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Original

English
🇨🇳

Translation

Chinese
Run the tax prep workflow using the 
tax-season-organizer
skill. Act immediately — the user typed /tax-prep, so skip the discovery phase.
Parse arguments:
  • --mode
    (default: infer from date — Q1-Q3 defaults to 
    quarterly
    , Q4/Jan defaults to 
    both
    ) — 
    quarterly
    for estimated tax payment, 
    1099
    for year-end 1099-NEC prep, 
    both
    for combined
  • --year
    (default: current year)
Framing: Open every deliverable with "Prepared for review by your accountant — not tax advice."
使用
tax-season-organizer
skill运行税务准备工作流。立即执行——用户输入了/tax-prep，因此跳过发现阶段。
解析参数：
  • --mode
    （默认值：根据日期推断——Q1-Q3默认设为
    quarterly
    ，Q4/1月默认设为
    both
    ）——
    quarterly
    用于预估税款计算，
    1099
    用于年终1099-NEC表单准备，
    both
    表示同时处理两者
  • --year
    （默认值：当前年份）
格式要求： 所有交付成果开头需标注“Prepared for review by your accountant — not tax advice.”（供您的会计师审核——非税务建议）

Step 1 — Determine mode

步骤1 — 确定模式

If 
--mode
was not provided:
  1. Check the current date. If Oct–Jan, default to 
    both
    . Otherwise default to 
    quarterly
    .
  2. Confirm with the owner: "Based on the time of year, I'll prepare [mode]. Want me to do something different?"
如果未提供
--mode
参数：
  1. 检查当前日期。若为10月至次年1月，默认设为
    both
    。否则默认设为
    quarterly
    。
  2. 向用户确认：“根据当前时段，我将准备[模式]对应的材料。需要我调整为其他模式吗？”

Step 2 — Quarterly estimated tax (if mode includes quarterly)

步骤2 — 季度预估税款（若模式包含quarterly）

  1. Pull YTD Profit & Loss from QuickBooks (Jan 1 through last completed quarter).
  2. If QuickBooks is not connected, ask the user to paste net income or upload a CSV.
  3. Ask: "How much have you already paid in estimated taxes this year?"
  4. Calculate: SE tax, adjusted net income, federal income tax estimate (default 22% bracket), quarterly payment due.
  5. State every assumption explicitly — bracket, business type, exclusions.
  6. Deliver the formatted estimate with the due date for the current quarter.
  1. 从QuickBooks提取年初至今（YTD）的损益表（1月1日至最近完成的季度）。
  2. 若未连接QuickBooks，请用户粘贴净收入数据或上传CSV文件。
  3. 询问用户：“今年您已支付的预估税款金额是多少？”
  4. 计算：自雇税（SE tax）、调整后净收入、联邦所得税预估（默认22%税率档）、季度应缴税款。
  5. 明确说明所有假设条件——税率档、企业类型、免税项。
  6. 交付格式化的预估报告，包含当前季度的税款截止日期。

Step 3 — Year-end 1099 prep (if mode includes 1099)

步骤3 — 年终1099表单准备（若模式包含1099）

  1. Pull contractor/vendor payments from all connected sources: QuickBooks, PayPal, Stripe.
  2. Aggregate by payee across sources. Flag likely duplicates for human review — never auto-merge.
  3. Apply the $600 threshold. Flag near-threshold payees ($400–$599).
  4. Check W-9 status in QuickBooks for each flagged payee.
  5. Deliver the 1099-NEC candidate list with missing W-9 action items and the PayPal/Stripe 1099-K overlap note.
  1. 从所有已连接的数据源提取承包商/供应商付款记录：QuickBooks、PayPal、Stripe。
  2. 按收款人汇总各数据源的记录。标记疑似重复项供人工审核——切勿自动合并。
  3. 应用600美元阈值规则。标记接近阈值的收款人（400-599美元）。
  4. 在QuickBooks中检查每个标记收款人的W-9状态。
  5. 交付1099-NEC候选名单，包含缺失W-9的行动项以及PayPal/Stripe 1099-K重叠说明。

Approval gates

审批规则

  • Not tax advice. State this in every output header.
  • State every assumption. Bracket, business type, excluded deductions — give the accountant the levers.
  • Don't merge payees automatically. Flag duplicates for human review.
  • Don't file anything. Output is prep material only.
  • 非税务建议：所有输出内容的标题中需标注此声明。
  • 明确所有假设：税率档、企业类型、排除的扣除项——为会计师提供可调整的依据。
  • 切勿自动合并收款人：标记重复项供人工审核。
  • 切勿提交任何文件：输出仅为准备材料。

Output

输出内容

End with a next-steps checklist for the accountant: missing W-9s to collect, assumptions to verify, deadlines to hit.
结尾需为会计师提供后续步骤清单：需收集的缺失W-9表单、需验证的假设条件、需遵守的截止日期。