Bookkeeping · utility

Tax Prep

Organize and validate records for tax filing readiness.

/bookkeeping-tax-prep <project>

Purpose

The Tax Prep utility organizes financial records into the categories and formats required for tax filing, ensuring completeness and identifying potential deductions or issues before submission.

What It Does

  1. Reviews categorized transactions for tax-relevant classifications
  2. Groups deductible expenses by tax category
  3. Identifies missing documentation or receipts
  4. Summarizes revenue, expenses, and estimated tax liability
  5. Flags items requiring accountant review

Output

  • Tax category summary with totals
  • Missing documentation checklist
  • Estimated tax liability overview
  • Items flagged for professional review

Payroll

Wage tracking, deductions, and payroll record management.

Chart of Accounts

Design and maintain the account structure for financial record keeping.