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description: Organize financial records and supporting documents for tax filing
---
# Tax Prep
Organize financial records and supporting documents for "$ARGUMENTS" to prepare for tax filing. Compile income, deductions, and credits with proper documentation.
## Prerequisites
None — utility skill, run anytime. Works best after completing the four-phase cycle (record, categorize, reconcile, report).
## Process
1. **Determine tax obligations:**
- Entity type (sole proprietorship, LLC, S-corp, C-corp, partnership)
- Tax year and filing deadlines
- Applicable tax forms (1040, 1120, 1065, etc.)
- State and local filing requirements
2. **Compile income documentation:**
- Revenue by source and category
- 1099s received and issued
- Interest and investment income
- Other income (rental, royalties, gains)
3. **Organize deductible expenses:**
- Operating expenses by category with totals
- Home office deduction calculation if applicable
- Vehicle and travel expenses with mileage logs
- Depreciation schedules for fixed assets
- Retirement plan contributions
- Health insurance premiums
4. **Prepare supporting schedules:**
- Asset register with purchase dates and cost basis
- Loan interest statements
- Charitable contribution receipts
- Prior year carryforwards (losses, credits)
5. **Create filing checklist:**
- List every document needed for filing
- Mark what is available vs. missing
- Note estimated tax payments already made
- Flag items needing professional review
6. **Write the artifact** to `.metapowers/bookkeeping/$ARGUMENTS/tax-prep.md` with sections:
- **Entity & Filing Info** — entity type, tax year, deadlines, forms
- **Income Summary** — all income sources with totals
- **Deductions Summary** — all deductible expenses with totals
- **Supporting Schedules** — depreciation, assets, carryforwards
- **Filing Checklist** — document readiness tracker
- **Estimated Tax Position** — projected tax liability or refund
## Output
The tax preparation package written to `.metapowers/bookkeeping/$ARGUMENTS/tax-prep.md`. Present a summary highlighting:
- Total income and deductions
- Estimated tax position
- Missing documents or items needing attention
