[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill:01M71C34BGPVT7MRZCC7RW7175":3,"skill-same:01M71C34BGPVT7MRZCC7RW7175":74},{"skillNo":4,"name":5,"nameZh":6,"description":7,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":16,"categories":17,"keywords":26,"publishedAt":43,"linkOnly":44,"markdownContent":45,"markdownBody":46,"frontMatter":47,"refName":51,"commitSha":52,"skillDirectory":53,"forksCount":54,"repositoryHtmlUrl":55,"repositoryHomepageUrl":6,"ownerHtmlUrl":56,"ownerBlogUrl":57,"ownerDescription":58,"updatedAt":59,"install":60,"resources":73},"01M71C34BGPVT7MRZCC7RW7175","tax-law-new-client-onboarding",null,"Onboard individuals, businesses and charities with tax questions smoothly into a tax solicitor's service in a law firm and tax tribunals.\nTRIGGERS - Use when a tax solicitor needs a new client onboarding pack for individuals, businesses and charities with tax questions in a law firm and tax tribunals.","lionelsimai\u002Fclaude-skills-collection","lionelsimai","https:\u002F\u002Favatars.githubusercontent.com\u002Fu\u002F260158848?v=4","01M6CHZPS8G9TSB113TT0BBM6E","Lionel ","01M6CHZPXGW2SPE3BHQTGJ0S8J",38,"MIT","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Ftax-law-new-client-onboarding\u002FSKILL.md",[18,23],{"categoryNo":19,"categoryName":20,"taxonomyType":21,"taxonomyTypeDesc":22},"01JBSEEDCAT000000000000037","律师与法务","PROFESSION","适用职业",{"categoryNo":24,"categoryName":25,"taxonomyType":21,"taxonomyTypeDesc":22},"01JBSEEDCAT000000000000038","人力资源",[27,28,29,30,31,32,33,34,35,36,37,38,39,40,41,42],"tax law new client onboarding","new","client onboarding","tax","client","onboarding","for","firm","triggers","use","when","with","onboard","questions","service","pack","2026-11-10 10:12:30",false,"---\nname: tax-law-new-client-onboarding\ndescription: |\n  Onboard individuals, businesses and charities with tax questions smoothly into a tax solicitor's service in a law firm and tax tribunals.\n  TRIGGERS - Use when a tax solicitor needs a new client onboarding pack for individuals, businesses and charities with tax questions in a law firm and tax tribunals.\ncategory: Tax Law\nlicense: MIT\nversion: 1.0\n---\n# New Client Onboarding Pack — Tax Law\n\nOnboard individuals, businesses and charities with tax questions smoothly into a tax solicitor's service in a law firm and tax tribunals. The deliverable is an onboarding pack: welcome information, expectations, first steps and contacts.\nThis skill is written for a tax solicitor working with individuals, businesses and charities with tax questions in a law firm and tax tribunals.\n\n## When to use\n- You are a tax solicitor preparing, delivering or reviewing this part of your work in a law firm and tax tribunals.\n- You need a defensible, repeatable approach that produces an onboarding pack: welcome information, expectations, first steps and contacts.\n- A colleague, auditor or client asks how this was done and what evidence supports it.\n\n## Key Concepts\n| Term | Meaning |\n|------|---------|\n| Clearance | advance confirmation from a tax authority about treatment of a transaction |\n| Disclosure | informing the tax authority of relevant facts |\n| Penalty mitigation | reducing penalties through cooperation and care |\n\n## Workflow\n1. **Step 1** - Send a welcome pack before the first appointment: what the service does, what happens first, what to bring from tax opinions\n2. **Step 2** - Set expectations honestly — timescales, costs where relevant, and how progress on opinion turnaround will be shared\n3. **Step 3** - Cover rights and responsibilities on both sides, including confidentiality limits and how to raise concerns\n4. **Step 4** - Make the first contact easy: named contact, directions to a law firm and tax tribunals, and what to do if plans change\n5. **Step 5** - Check in after the first session or milestone and fix friction early, before it becomes disengagement or filing deadlines missed\n\n## Profession-Specific Components\n| Component | Details for Tax Law |\n|-----------|-------------------------------|\n| Core documentation | tax opinions; clearance applications; disclosure letters; appeal documents |\n| Core tools & equipment | tax research databases; filing systems; modelling software; precedent libraries |\n| People involved | individuals, businesses and charities with tax questions; the tax solicitor; colleagues and other services in a law firm and tax tribunals |\n| Primary record | tax opinions — keep it current, dated and attributable |\n\n## Output Format\n**Context:** [Situation in a law firm and tax tribunals] | **Objective:** [What this must achieve] | **Audience:** [individuals, businesses and charities with tax questions and other stakeholders]\n\nThe finished output is an onboarding pack: welcome information, expectations, first steps and contacts, structured as:\n1. Summary of position and evidence\n2. Detail, following the workflow above\n3. Decisions, actions, owners and dates\n4. Review point and escalation route\n\n### Action Plan\n1. **Immediate:** Confirm scope, consent and the evidence available in tax opinions.\n2. **Short-term:** Complete the workflow steps and record outcomes against opinion turnaround.\n3. **Medium-term:** Review results, close actions, and update local procedures in a law firm and tax tribunals.\n\n## Success Metrics\n| Metric | Target | Method |\n|--------|--------|--------|\n| opinion turnaround | Agree a local target and track the trend | Measured from tax opinions and reviewed on a set cycle |\n| disclosure outcomes | Agree a local target and track the trend | Measured from tax opinions and reviewed on a set cycle |\n| appeal success tracking | Agree a local target and track the trend | Measured from tax opinions and reviewed on a set cycle |\n| enquiry closure rates | Agree a local target and track the trend | Measured from tax opinions and reviewed on a set cycle |\n\n## Guardrails & Quality Checks\n- Never let this happen: filing deadlines missed.\n- Never let this happen: penalties from wrong advice.\n- Never let this happen: privilege mishandled.\n- Work only within the competence and authority of a tax solicitor; escalate or refer anything beyond it.\n- Record facts and observations, not speculation, and keep records confidential to a law firm and tax tribunals's rules.\n- Verify names, dates, figures and measurements twice before anything is issued or signed off.\n- Use only real, verified information from the case in hand — never invent results, credentials or evidence.\n\n## Example (illustrative)\nA tax solicitor in a law firm and tax tribunals applies this workflow for individuals, businesses and charities with tax questions: they open\ntax opinions, work through the five steps using tax research databases, and close by recording\nthe outcome against opinion turnaround and agreeing the next review date. (Illustrative example only —\nreplace with the real details of the case in hand.)\n","# New Client Onboarding Pack — Tax Law\n\nOnboard individuals, businesses and charities with tax questions smoothly into a tax solicitor's service in a law firm and tax tribunals. The deliverable is an onboarding pack: welcome information, expectations, first steps and contacts.\nThis skill is written for a tax solicitor working with individuals, businesses and charities with tax questions in a law firm and tax tribunals.\n\n## When to use\n- You are a tax solicitor preparing, delivering or reviewing this part of your work in a law firm and tax tribunals.\n- You need a defensible, repeatable approach that produces an onboarding pack: welcome information, expectations, first steps and contacts.\n- A colleague, auditor or client asks how this was done and what evidence supports it.\n\n## Key Concepts\n| Term | Meaning |\n|------|---------|\n| Clearance | advance confirmation from a tax authority about treatment of a transaction |\n| Disclosure | informing the tax authority of relevant facts |\n| Penalty mitigation | reducing penalties through cooperation and care |\n\n## Workflow\n1. **Step 1** - Send a welcome pack before the first appointment: what the service does, what happens first, what to bring from tax opinions\n2. **Step 2** - Set expectations honestly — timescales, costs where relevant, and how progress on opinion turnaround will be shared\n3. **Step 3** - Cover rights and responsibilities on both sides, including confidentiality limits and how to raise concerns\n4. **Step 4** - Make the first contact easy: named contact, directions to a law firm and tax tribunals, and what to do if plans change\n5. **Step 5** - Check in after the first session or milestone and fix friction early, before it becomes disengagement or filing deadlines missed\n\n## Profession-Specific Components\n| Component | Details for Tax Law |\n|-----------|-------------------------------|\n| Core documentation | tax opinions; clearance applications; disclosure letters; appeal documents |\n| Core tools & equipment | tax research databases; filing systems; modelling software; precedent libraries |\n| People involved | individuals, businesses and charities with tax questions; the tax solicitor; colleagues and other services in a law firm and tax tribunals |\n| Primary record | tax opinions — keep it current, dated and attributable |\n\n## Output Format\n**Context:** [Situation in a law firm and tax tribunals] | **Objective:** [What this must achieve] | **Audience:** [individuals, businesses and charities with tax questions and other stakeholders]\n\nThe finished output is an onboarding pack: welcome information, expectations, first steps and contacts, structured as:\n1. Summary of position and evidence\n2. Detail, following the workflow above\n3. Decisions, actions, owners and dates\n4. Review point and escalation route\n\n### Action Plan\n1. **Immediate:** Confirm scope, consent and the evidence available in tax opinions.\n2. **Short-term:** Complete the workflow steps and record outcomes against opinion turnaround.\n3. **Medium-term:** Review results, close actions, and update local procedures in a law firm and tax tribunals.\n\n## Success Metrics\n| Metric | Target | Method |\n|--------|--------|--------|\n| opinion turnaround | Agree a local target and track the trend | Measured from tax opinions and reviewed on a set cycle |\n| disclosure outcomes | Agree a local target and track the trend | Measured from tax opinions and reviewed on a set cycle |\n| appeal success tracking | Agree a local target and track the trend | Measured from tax opinions and reviewed on a set cycle |\n| enquiry closure rates | Agree a local target and track the trend | Measured from tax opinions and reviewed on a set cycle |\n\n## Guardrails & Quality Checks\n- Never let this happen: filing deadlines missed.\n- Never let this happen: penalties from wrong advice.\n- Never let this happen: privilege mishandled.\n- Work only within the competence and authority of a tax solicitor; escalate or refer anything beyond it.\n- Record facts and observations, not speculation, and keep records confidential to a law firm and tax tribunals's rules.\n- Verify names, dates, figures and measurements twice before anything is issued or signed off.\n- Use only real, verified information from the case in hand — never invent results, credentials or evidence.\n\n## Example (illustrative)\nA tax solicitor in a law firm and tax tribunals applies this workflow for individuals, businesses and charities with tax questions: they open\ntax opinions, work through the five steps using tax research databases, and close by recording\nthe outcome against opinion turnaround and agreeing the next review date. (Illustrative example only —\nreplace with the real details of the case in hand.)\n",{"name":5,"license":15,"version":48,"category":49,"description":50},1,"Tax Law","Onboard individuals, businesses and charities with tax questions smoothly into a tax solicitor's service in a law firm and tax tribunals.\nTRIGGERS - Use when a tax solicitor needs a new client onboarding pack for individuals, businesses and charities with tax questions in a law firm and tax tribunals.\n","main","c605eae5729892d78c0b76dfdd58d3533bb26a91","skills\u002Ftax-law-new-client-onboarding",5,"https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection","https:\u002F\u002Fgithub.com\u002Flionelsimai","www.theaicapitol.com","Founder at The AI Capitol | I help founders turn AI into 10X revenue through systems, not tools. Ex-Apple • Ex-TikTok 👉 http:\u002F\u002Flionelsim.substack.com","2026-11-09 07:48:48",{"source":8,"skillName":5,"commands":61,"prompt":71,"zipAvailable":72},[62,65,68],{"tool":63,"command":64},"npx","npx skills add lionelsimai\u002Fclaude-skills-collection --skill tax-law-new-client-onboarding",{"tool":66,"command":67},"bunx","bunx skills add lionelsimai\u002Fclaude-skills-collection --skill tax-law-new-client-onboarding",{"tool":69,"command":70},"pnpm","pnpm dlx skills add lionelsimai\u002Fclaude-skills-collection --skill tax-law-new-client-onboarding","安装技能，技能地址：https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Ftax-law-new-client-onboarding\u002FSKILL.md",true,[],[75,96,109,122,139,153],{"skillNo":76,"name":77,"nameZh":6,"description":78,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":79,"categories":80,"keywords":81,"publishedAt":43},"01M71E7TB5HAR0K6EXB80YXBT7","youth-work-troubleshooting-guide","Diagnose and resolve common problems a youth worker meets in youth centres, schools and outreach settings.\nTRIGGERS - Use when a youth worker needs a troubleshooting & problem solving for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-troubleshooting-guide\u002FSKILL.md",[],[82,83,84,85,86,87,33,88,89,90,37,91,36,92,35,93,94,95],"youth work troubleshooting guide","work","troubleshooting","troubleshooting guide","guide","problem solving","outreach","settings","common","people","worker","diagnose","problem","communities",{"skillNo":97,"name":98,"nameZh":6,"description":99,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":100,"categories":101,"keywords":102,"publishedAt":43},"01M71E7R3YHK4RAQVCRPB4CTXN","youth-work-tools-equipment-checklist","Select, check and maintain the tools and equipment a youth worker relies on.\nTRIGGERS - Use when a youth worker needs a tools & equipment checklist for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-tools-equipment-checklist\u002FSKILL.md",[],[103,83,104,105,37,91,36,106,92,35,107,33,95,108,88,89],"youth work tools equipment checklist","checklist","Tools","maintain","select","check",{"skillNo":110,"name":111,"nameZh":6,"description":112,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":113,"categories":114,"keywords":115,"publishedAt":43},"01M71E7NX1BMFEFBH01KCRJDEP","youth-work-supplies-procurement","Specify, source and manage the supplies and materials used in youth centres, schools and outreach settings.\nTRIGGERS - Use when a youth worker needs a supplies & procurement for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-supplies-procurement\u002FSKILL.md",[],[116,117,83,118,119,88,89,91,36,92,35,120,121,33,95,37],"procurement","youth work supplies procurement","materials","source","specify","manage",{"skillNo":123,"name":124,"nameZh":6,"description":125,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":126,"categories":127,"keywords":133,"publishedAt":43},"01M71E7JVFP6P96GAT2VT9JY0D","youth-work-stakeholder-presentation","Present youth worker findings and proposals to decision-makers and stakeholders.\nTRIGGERS - Use when a youth worker needs a stakeholder presentation for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-stakeholder-presentation\u002FSKILL.md",[128],{"categoryNo":129,"categoryName":130,"taxonomyType":131,"taxonomyTypeDesc":132},"01JBSEEDCAT000000000000003","演示文稿","SCENARIO","使用场景",[134,83,135,136,33,137,95,35,138,88,89,37,91,36,92],"youth work stakeholder presentation","presentation","decision","proposals","present",{"skillNo":140,"name":141,"nameZh":6,"description":142,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":143,"categories":144,"keywords":145,"publishedAt":43},"01M71E7GE5VA1RG4XEM2GAZRFY","youth-work-session-delivery","Prepare for and deliver a professional session or appointment for young people and their communities in youth centres, schools and outreach settings.\nTRIGGERS - Use when a youth worker needs a session delivery guide for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-session-delivery\u002FSKILL.md",[],[146,147,148,83,149,89,86,150,88,37,91,36,92,35,33,151,152,95],"delivery","work session","session","youth work session delivery","prepare","professional","deliver",{"skillNo":154,"name":155,"nameZh":6,"description":156,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":157,"categories":158,"keywords":162,"publishedAt":43},"01M71E7DQSMY2ZW1BF3A1Z0VJM","youth-work-service-plan","Design a realistic, measurable service plan for young people and their communities as a youth worker.\nTRIGGERS - Use when a youth worker needs a service plan design for young people and their communities in youth centres, schools and outreach settings.","https:\u002F\u002Fgithub.com\u002Flionelsimai\u002Fclaude-skills-collection\u002Fblob\u002Fmain\u002Fskills\u002Fyouth-work-service-plan\u002FSKILL.md",[159],{"categoryNo":160,"categoryName":161,"taxonomyType":131,"taxonomyTypeDesc":132},"01JBSEEDCAT000000000000015","视觉设计",[83,41,163,164,33,35,92,165,166,95,89,88,91,36,37],"plan","youth work service plan","design","as"]