Individual skill

tax-filing-prep

Walks through the document gathering and organization process for tax filing. Produces a personalized document checklist, filing timeline, and organization system based on the user's income sources and financial activities. Does NOT complete tax returns or provide filing advice. Use when the user asks about preparing to file taxes, what documents they need for tax season, or how to organize for tax filing. Do NOT use for year-end tax planning (use year-end-tax-checklist), tracking deductions during the year (use tax-deduction-tracker), or understanding tax-advantaged accounts (use tax-advantaged-optimizer).

src/process/resources/skills-library/bodies/skills/personal-finance/tax-filing-prep/SKILL.md

Source commit 4c030c7b01c241df7b6e3535635a970f10d781af

What was checked

Matches the observed repository HEAD

Yes

Scanner rules are current

Yes

Repository scan complete

No

Skill scan complete

Yes

Observed behavior

Instructions only

Last checked

Nov 10, 2026

These are observations at the recorded commit, not a guarantee of safety. Review the source before running it.

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