tax-season-organizer
Get your tax estimates and contractor lists accountant-ready.
What it does
Prepare quarterly US federal tax estimates and year-end contractor reporting packets for an accountant to review.
When to use it
Use directly when the owner confirms the period's books are closed and requests an estimate, 1099 preparation, or a contractor W-9 list; otherwise route tax requests through tax-prep first.
How to use it
Give it a quarterly-estimate or contractor-reporting request; it gathers the relevant data and delivers an accountant-review document, normally with an HTML summary.
Uses
What you need · 6
Access to Gusto enables the extra payroll and contractor-payment reconciliation, including identifying 1099s already issued.
Access to Ramp enables additional card-spend, expense, and vendor-payment detail.
Access · 8
This skill
Notion
Creates a Notion tax-prep page
Canva
Creates a Canva tax-prep Doc