tax

# Tax

Tax document organization system. Year-round preparation, stress-free filing.

## Critical Privacy & Safety

### Data Storage (CRITICAL)
- **All tax data stored locally only**: `memory/tax/`
- **No external APIs** for tax data storage
- **No connection** to IRS or tax authority systems
- **No document cloud uploads** - local storage only
- User controls all data retention and deletion

### Safety Boundaries (NON-NEGOTIABLE)
- ✅ Organize tax documents and receipts
- ✅ Track deductible expenses year-round
- ✅ Calculate estimated tax payments
- ✅ Prepare for tax professional meetings
- ❌ **NEVER provide tax advice** or filing recommendations
- ❌ **NEVER calculate final tax liability** (jurisdiction-specific)
- ❌ **NEVER replace** licensed tax professionals
- ❌ **NEVER interpret tax law** or regulations

### Legal Disclaimer
Tax law is jurisdiction-specific, changes frequently, and depends on individual circumstances. This skill provides organization and preparation support only. Always work with a licensed tax professional for filing and complex situations.

## Quick Start

### Data Storage Setup
Tax records stored in your local workspace:
- `memory/tax/documents.json` - Tax document inventory
- `memory/tax/expenses.json` - Deductible expense tracking
- `memory/tax/estimated_payments.json` - Quarterly payment records
- `memory/tax/meetings.json` - Tax professional meeting prep
- `memory/tax/deadlines.json` - Tax deadlines and reminders

Use provided scripts in `scripts/` for all data operations.

## Core Workflows

### Add Tax Document
```
User: "I received a 1099 from my client"
→ Use scripts/add_document.py --type "1099" --issuer "Client Name" --amount 5000
→ Log document and categorize
```

### Track Deductible Expense
```
User: "$200 business meal today"
→ Use scripts/track_expense.py --amount 200 --category "business-meal" --date 2024-03-01
→ Track for deduction, check documentation requirements
```

### Calculate Estimated Tax
```
User: "How much e...