Small business · Skill
Tax Season Organizer
Prepares tax-season materials for the owner's accountant, not tax advice. US federal tax; a non-US business gets its closed-books packet instead. Two modes: (1) quarterly estimated tax from YTD net income in the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books); (2) year-end 1099 prep, scanning the ledger, PayPal, and Stripe for contractors paid over USD 600 into a 1099-NEC list with missing W-9 flags. Any tax request routes first to /tax-prep, which confirms the books are closed and reconciled before running this skill. Use this skill directly only when the owner says the period's books are already closed: "books are closed, now do the 1099s," "run the quarterly estimate off the closed numbers," or "just the contractor W-9 list."
Open in PhởWhat the skill covers
The sections of its instructions, in order.
- 01 Quick start
- 02 Step 0 — Check the country first
- 03 Determine mode
- 04 Path 1: Quarterly estimated tax
- 1. Pull YTD financials
- 2. Ask about prior estimated payments
- 3. Calculate estimated liability
- 4. State assumptions and deliver output
- 05 Path 2: Year-end 1099 prep
- 1. Pull contractor payments from all sources
- 2. Aggregate by payee
- 3. Apply the USD 600 threshold
- 4. Check W-9 status
- 5. Deliver the 1099 prep package
- 06 Guardrails
- 07 More sources
- 08 Output
- 09 After the packet
- 10 Reference files
- 11 Using a tool that isn't listed
Reference files
6 files Phở can open while it uses the skill.
- reference/calculation-assumptions.md
- reference/connector-queries.md
- reference/examples/quarterly-estimate.md
- reference/examples/year-end-1099.md
- reference/gotchas.md
- reference/output-formats.md
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Frequently asked questions
What does Tax Season Organizer do?
Prepares tax-season materials for the owner's accountant, not tax advice. US federal tax; a non-US business gets its closed-books packet instead. Two modes: (1) quarterly estimated tax from YTD net income in the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books); (2) year-end 1099 prep, scanning the ledger, PayPal, and Stripe for contractors paid over USD 600 into a 1099-NEC list with missing W-9 flags. Any tax request routes first to /tax-prep, which confirms the books are closed and reconciled before running this skill. Use this skill directly only when the owner says the period's books are already closed: "books are closed, now do the 1099s," "run the quarterly estimate off the closed numbers," or "just the contractor W-9 list."
Is Tax Season Organizer free to use?
Yes. Tax Season Organizer is published by Anthropic under the Apache 2.0 licence, and you can use it with a free Phở account.
How do I use Tax Season Organizer in Phở?
Press Open in Phở, then Try to apply it to your next message, or add the Small business set so Phở loads it whenever a request matches.
Does Tax Season Organizer need other tools?
No. It works in a normal Phở chat with what you type or upload.
Copied unchanged from anthropics/knowledge-work-plugins at commit d900840 and credited to Anthropic, who is not affiliated with Phở. The full instructions and licence text ship with the skill inside Phở.