tax-prep
Know what to send your accountant before tax deadlines.
What it does
Prepares accountant-ready tax estimates and 1099 materials using verified, reconciled books.
When to use it
Use for quarterly estimated taxes, tax set-asides, 1099s, W-9s, year-end accountant preparation, or concern about an approaching tax bill.
How to use it
Ask for tax preparation; it produces an accountant packet from verified closed books, using the stored output preference and defaulting to an HTML review page.
Uses
What you need · 2
Requires the books-first dependency to close the periods needed for tax preparation; already-closed periods are verified rather than closed again.
Requires this skill for the US tax-materials step, using the reconciled figures from the books-first step; non-US businesses receive the closed-books packet instead.
Access · 8
This skill
Notion
Creates a Notion packet page
Canva
Creates a Canva packet document