Individual 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."

skills-imported/tax-season-organizer/SKILL.md

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54
Repository last updated
Oct 10, 2026
License
MIT

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<!-- Provenance: adapted from anthropics/knowledge-work-plugins (Apache-2.0, (c) Anthropic).
Original skill: https://github.com/anthropics/knowledge-work-plugins/tree/main/small-business/skills/tax-season-organizer. Changes for Muse AI: Claude/Cowork product refs -> Muse AI; MCP -> connector; CLAUDE.md -> MUSE.md; ${CLAUDE_PLUGIN_ROOT} -> this skill's directory; /plugin:command refs -> skill refs. -->


# Tax Season Organizer

> **Framing:** This skill produces prep material for a CPA, not tax advice. Say so early
> and state every assumption explicitly so the accountant can adjust.

## Quick start

Determine which mode the user needs, pull the relevant data, calculate or compile,
and deliver a structured document the accountant can work from directly.