hand-off-to-my-tax-preparer - Assemble year-end tax handoff package for your tax preparer
Assembles a year-end tax handoff package including trial balance, reconciliations, depreciation schedules, 1099 list, R&D classification, and M-1 adjustments, gated on a clean book audit, with an optional Google Drive mirror and draft email to the preparer.
Tags
Updated: 2026-06-30Capabilities
Typical Inputs
Typical Outputs
What this skill does
- run book audit gate
- generate trial balance
- copy reconciliation summaries
- create fixed-asset schedule
- compute depreciation schedule
- generate 1099 list
- tag R&D spend
- list M-1 adjustment candidates
- collect judgment-call notes
- write cover memo
- mirror package to Google Drive
- draft email to tax preparer
- append handoff record to outputs
Inputs
- Bookkeeping context files
- Chart of accounts
- Fiscal year
- Tax preparer name and email
- R&D credit eligibility status
- Capitalized fixed-asset list
- Monthly reconciliation records
- Clean monthly closes through year-end
Outputs
- Cover memo file
- Trial balance file
- Per-account reconciliation summary files
- Fixed-asset schedule file
- Depreciation schedule file
- 1099 list file
- R&D classification file
- M-1 adjustments file
- Judgment-call notes file
- Optional Google Drive folder mirror
- Draft email to tax preparer
- Handoff record in outputs.json
Requirements
- audit-my-books skill must pass with no open findings
- prepare-my-financials skill for trial balance
- prep-my-1099s skill for 1099 list
- tag-my-rd-spend skill for R&D classification (if eligible)
- Google Drive connection (optional, for folder mirror)
- Gmail or Outlook connection (optional, for email draft)