Quarterly Tax And 1099 Organizer
Calculates estimated taxes or builds your 1099 list from already-closed books.
by anthropics · ★ 32,564 on GitHub
What it does
Once your books are closed, you tell Claude whether you need a quarterly estimate or year-end 1099 prep. It pulls numbers from your accounting software and payment tools, calculates the estimate or flags contractors owed 1099s, and notes any missing W-9 forms. You get a clear document to send to your accountant.
Who it’s for
A good fit for bookkeepers, finance teams and business owners.
Do you need to code?
No. You can use this without writing or editing any code.
How to install
Add it as a skill, or as part of its plugin. This skill also ships inside a plugin, so you can upload just this skill to Claude, or install the whole plugin it comes in. See the step-by-step guide.
Safety note
Gives tax preparation help, not professional tax advice; US federal tax only.
As with any add-on, only install skills from sources you trust, and read what it does first.
License
Apache-2.0