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Tax Prep Coordinator

Closes the books, then builds your quarterly tax estimate or year-end 1099 packet.

by anthropics · ★ 32,564 on GitHub

View on GitHub ↗ How to install it

What it does

You connect your accounting software, and any payroll or payment tools you use, and Claude first confirms your books are reconciled, then calculates your estimated tax payment or compiles a 1099 contractor list with missing paperwork flagged. You get a document ready to hand to your accountant, not a filed return.

Who it’s for

A good fit for bookkeepers, finance teams and business owners and small business owners and startup founders.

Finance & Accounting Small Business & Startups

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; review with a CPA.

As with any add-on, only install skills from sources you trust, and read what it does first.

License

Apache-2.0

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