Individual skill

year-end-tax-checklist

Produces a personalized year-end tax action checklist covering income timing, deduction bundling, contribution deadlines, loss harvesting concepts, and charitable giving strategies. All jurisdiction-specific deadlines and rules use placeholder markers for the user to verify. Use when the user asks about year-end tax planning, what to do before the tax year ends, or how to optimize their tax position before December deadlines. Do NOT use for filing tax returns (use tax-filing-prep), tracking deductions throughout the year (use tax-deduction-tracker), or calculating quarterly payments (use quarterly-tax-estimator).

src/process/resources/skills-library/bodies/skills/personal-finance/year-end-tax-checklist/SKILL.md

Source commit 4c030c7b01c241df7b6e3535635a970f10d781af

What was checked

Matches the observed repository HEAD

Yes

Scanner rules are current

No

Repository scan complete

No

Skill scan complete

No

Observed behavior

Not checked yet

Last checked

Nov 4, 2026

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