tax_prep - Tax Preparation Assistant for Expense Categorization and Tax Estimation
Organize tax documents, categorize expenses, estimate taxes, and prepare for tax filing
Tags
Updated: 2026-02-18Capabilities
Typical Inputs
Typical Outputs
What this skill does
- Sort expenses into IRS categories
- Estimate taxes based on filing status
- Generate personalized document checklist
- Provide key tax deadlines
Inputs
- User questions about tax deductions
- User expense receipts and documents
- Filing status and income type
- Estimated quarterly tax payment records
Outputs
- Tax summary tables with estimates
- Personalized document checklist
- Tax calculations in markdown format
Requirements
- Include AI-generated tax guidance disclaimer
- Ask for country/state location information
- Default to US federal tax rules
- Keep calculations conservative