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tax

Personal and business tax organization with local document management. Use when user mentions tax preparation, tax documents, deductions, filing taxes, IRS notices, or estimated tax payments. Tracks documents year-round, identifies deductions, prepares for tax professional meetings, and manages tax deadlines. NEVER provides tax advice or replaces licensed tax professionals.

agenticio0 来源安装数☆ 0 仓库 Stars

安装与使用

请根据来源仓库和你的 AI 工具说明安装此技能。先阅读技能文件和依赖要求,再添加到工作流。

SkillHub CLI

skillhub install agenticio/tax

打开来源仓库,查看说明和兼容环境后,按来源提供的命令或步骤安装。

将来源链接提供给你的 Agent,让它先读取说明、核对依赖,并向你说明将执行的安装步骤。

查看来源 ↗使用指南

技能说明

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...

来源信息

Source
github
Repository
openclaw/skills
Path
skills/agenticio/tax
Version
—
Commit
e1ec283d3caa9c74c762aad46404ec76761f1c05
分类来源
rules
状态
active
可见性
public

这些信息来自收录时的来源分析,可能滞后;使用前请核对最新来源文件。

来源内容

SKILL.md
# 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...

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