[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill:01M74YCJ3PYFTSQ98HDRVFS1GY":3,"skill-same:01M74YCJ3PYFTSQ98HDRVFS1GY":46},{"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":18,"publishedAt":19,"linkOnly":20,"markdownContent":21,"markdownBody":22,"frontMatter":23,"refName":24,"commitSha":25,"skillDirectory":26,"forksCount":27,"repositoryHtmlUrl":28,"repositoryHomepageUrl":6,"ownerHtmlUrl":29,"ownerBlogUrl":30,"ownerDescription":6,"updatedAt":31,"install":32,"resources":45},"01M74YCJ3PYFTSQ98HDRVFS1GY","tax-prep",null,"Organize business expenses by IRS Schedule C categories for tax filing.","openaccountant\u002Fskills","openaccountant","https:\u002F\u002Favatars.githubusercontent.com\u002Fu\u002F264845549?v=4","01M74Y9H4M5RZ23X265W9B9GSC","OpenAccountant AI","01M74Y9H580Z745YB8EPFHF537",120,"MIT","https:\u002F\u002Fgithub.com\u002Fopenaccountant\u002Fskills\u002Fblob\u002Fmain\u002Fshared\u002Ftax-prep\u002FSKILL.md",[],[],"2026-11-11 17:30:46",false,"---\nname: tax-prep\ndescription: >\n  Organize business expenses by IRS Schedule C categories for tax filing.\n---\n\n# Schedule C Tax Prep\n\n## Overview\n\nCategorizes all business expenses into IRS Schedule C line items so you can hand your accountant a clean breakdown or file your own Schedule C (Form 1040). Maps every transaction to the correct deduction line.\n\n## Wilson Tools Used\n\n- `transaction_search` — Find all business expenses within the tax year\n- `categorize` — Map transactions to Schedule C line item categories\n- `export_transactions` — Export the categorized breakdown for your CPA or tax software\n\n## Workflow\n\n1. Set the date range to the tax year (e.g., January 1 through December 31).\n2. Use `transaction_search` to pull all business-related expenses.\n3. Use `categorize` to map each expense to a Schedule C line item using the mapping table below.\n4. Review unmapped transactions and assign them manually.\n5. Use `export_transactions` to generate a Schedule C-ready summary grouped by line item.\n6. Cross-check totals against bank and credit card statements.\n\n### Schedule C Line Item Mapping\n\n| Line | Category | Examples |\n|------|----------|----------|\n| 8 | Advertising | Google Ads, Facebook Ads, print ads, business cards |\n| 9 | Car and truck expenses | Gas, repairs, lease payments (if not using standard mileage) |\n| 10 | Commissions and fees | Sales commissions, payment processing fees (Stripe, PayPal) |\n| 11 | Contract labor | Freelancers, 1099 contractors |\n| 13 | Depreciation (Form 4562) | Asset depreciation (see depreciation-schedule skill) |\n| 15 | Insurance (other than health) | Business liability, E&O, property insurance |\n| 16a | Mortgage interest | Interest on business property mortgage |\n| 16b | Other interest | Business loan interest, credit line interest |\n| 17 | Legal and professional services | Attorney fees, CPA fees, bookkeeping |\n| 18 | Office expense | Office supplies, postage, software subscriptions |\n| 19 | Pension\u002Fprofit-sharing plans | SEP-IRA, SIMPLE IRA employer contributions |\n| 20a | Rent — vehicles, machinery, equipment | Equipment leases |\n| 20b | Rent — other business property | Office rent, coworking space |\n| 22 | Supplies | Materials consumed in business operations |\n| 23 | Taxes and licenses | Business licenses, state\u002Flocal taxes, employer payroll taxes |\n| 24a | Travel | Airfare, hotels, car rentals for business travel |\n| 24b | Meals | Business meals (50% deductible) |\n| 25 | Utilities | Electric, gas, water, phone, internet for business property |\n| 27a | Other expenses | Anything not fitting the above (itemize on Part V) |\n\n## Without Wilson\n\n1. Export all transactions from your bank and credit card accounts as CSV files.\n2. Open the CSV in a spreadsheet. Add a column called \"Schedule C Line.\"\n3. Sort transactions by merchant or description.\n4. For each transaction, assign the appropriate line number from the table above.\n5. Create a pivot table grouping by Schedule C Line, summing the amounts.\n6. For Line 24b (meals), multiply the total by 0.50 to get the deductible amount.\n7. Transfer the totals to your Schedule C form or give the spreadsheet to your CPA.\n\n## Important Notes\n\n- Line 24b meals are only 50% deductible. Wilson flags the full amount; you must halve it on the return.\n- Mixed-use expenses (personal and business) must be split. Only the business portion goes on Schedule C.\n- Keep receipts for any single expense over $75 or any lodging expense regardless of amount.\n- If you have a home office, see the home-office-deduction skill for Line 30.\n- This is not tax advice. Consult a CPA or tax professional for filing decisions.\n","# Schedule C Tax Prep\n\n## Overview\n\nCategorizes all business expenses into IRS Schedule C line items so you can hand your accountant a clean breakdown or file your own Schedule C (Form 1040). Maps every transaction to the correct deduction line.\n\n## Wilson Tools Used\n\n- `transaction_search` — Find all business expenses within the tax year\n- `categorize` — Map transactions to Schedule C line item categories\n- `export_transactions` — Export the categorized breakdown for your CPA or tax software\n\n## Workflow\n\n1. Set the date range to the tax year (e.g., January 1 through December 31).\n2. Use `transaction_search` to pull all business-related expenses.\n3. Use `categorize` to map each expense to a Schedule C line item using the mapping table below.\n4. Review unmapped transactions and assign them manually.\n5. Use `export_transactions` to generate a Schedule C-ready summary grouped by line item.\n6. Cross-check totals against bank and credit card statements.\n\n### Schedule C Line Item Mapping\n\n| Line | Category | Examples |\n|------|----------|----------|\n| 8 | Advertising | Google Ads, Facebook Ads, print ads, business cards |\n| 9 | Car and truck expenses | Gas, repairs, lease payments (if not using standard mileage) |\n| 10 | Commissions and fees | Sales commissions, payment processing fees (Stripe, PayPal) |\n| 11 | Contract labor | Freelancers, 1099 contractors |\n| 13 | Depreciation (Form 4562) | Asset depreciation (see depreciation-schedule skill) |\n| 15 | Insurance (other than health) | Business liability, E&O, property insurance |\n| 16a | Mortgage interest | Interest on business property mortgage |\n| 16b | Other interest | Business loan interest, credit line interest |\n| 17 | Legal and professional services | Attorney fees, CPA fees, bookkeeping |\n| 18 | Office expense | Office supplies, postage, software subscriptions |\n| 19 | Pension\u002Fprofit-sharing plans | SEP-IRA, SIMPLE IRA employer contributions |\n| 20a | Rent — vehicles, machinery, equipment | Equipment leases |\n| 20b | Rent — other business property | Office rent, coworking space |\n| 22 | Supplies | Materials consumed in business operations |\n| 23 | Taxes and licenses | Business licenses, state\u002Flocal taxes, employer payroll taxes |\n| 24a | Travel | Airfare, hotels, car rentals for business travel |\n| 24b | Meals | Business meals (50% deductible) |\n| 25 | Utilities | Electric, gas, water, phone, internet for business property |\n| 27a | Other expenses | Anything not fitting the above (itemize on Part V) |\n\n## Without Wilson\n\n1. Export all transactions from your bank and credit card accounts as CSV files.\n2. Open the CSV in a spreadsheet. Add a column called \"Schedule C Line.\"\n3. Sort transactions by merchant or description.\n4. For each transaction, assign the appropriate line number from the table above.\n5. Create a pivot table grouping by Schedule C Line, summing the amounts.\n6. For Line 24b (meals), multiply the total by 0.50 to get the deductible amount.\n7. Transfer the totals to your Schedule C form or give the spreadsheet to your CPA.\n\n## Important Notes\n\n- Line 24b meals are only 50% deductible. Wilson flags the full amount; you must halve it on the return.\n- Mixed-use expenses (personal and business) must be split. Only the business portion goes on Schedule C.\n- Keep receipts for any single expense over $75 or any lodging expense regardless of amount.\n- If you have a home office, see the home-office-deduction skill for Line 30.\n- This is not tax advice. Consult a CPA or tax professional for filing decisions.\n",{"name":5,"description":7},"main","f5abe381f24b5b7d59f1d0b4a825b14494ff2034","shared\u002Ftax-prep",19,"https:\u002F\u002Fgithub.com\u002Fopenaccountant\u002Fskills","https:\u002F\u002Fgithub.com\u002Fopenaccountant","https:\u002F\u002Fopenaccountant.ai","2026-04-09 23:03:52",{"source":8,"skillName":5,"commands":33,"prompt":43,"zipAvailable":44},[34,37,40],{"tool":35,"command":36},"npx","npx skills add openaccountant\u002Fskills --skill tax-prep",{"tool":38,"command":39},"bunx","bunx skills add openaccountant\u002Fskills --skill tax-prep",{"tool":41,"command":42},"pnpm","pnpm dlx skills add openaccountant\u002Fskills --skill tax-prep","安装技能，技能地址：https:\u002F\u002Fgithub.com\u002Fopenaccountant\u002Fskills\u002Fblob\u002Fmain\u002Fshared\u002Ftax-prep\u002FSKILL.md",true,[],[47,54,61,68,75,82],{"skillNo":48,"name":49,"nameZh":6,"description":50,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":51,"categories":52,"keywords":53,"publishedAt":19},"01M74YCMH08XC7D0GJTX1P4CNR","year-end-summary","Generate an annual financial review with totals, trends, and highlights.","https:\u002F\u002Fgithub.com\u002Fopenaccountant\u002Fskills\u002Fblob\u002Fmain\u002Fshared\u002Fyear-end-summary\u002FSKILL.md",[],[],{"skillNo":55,"name":56,"nameZh":6,"description":57,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":58,"categories":59,"keywords":60,"publishedAt":19},"01M74YCFN34E2S1F424V4JC5SB","smart-split","Split a single transaction across multiple categories with custom amounts.","https:\u002F\u002Fgithub.com\u002Fopenaccountant\u002Fskills\u002Fblob\u002Fmain\u002Fshared\u002Fsmart-split\u002FSKILL.md",[],[],{"skillNo":62,"name":63,"nameZh":6,"description":64,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":65,"categories":66,"keywords":67,"publishedAt":19},"01M74YCDB68Q9CYH1MMCYZQSV0","smart-categorize","Auto-categorize uncategorized transactions using vendor pattern matching.","https:\u002F\u002Fgithub.com\u002Fopenaccountant\u002Fskills\u002Fblob\u002Fmain\u002Fshared\u002Fsmart-categorize\u002FSKILL.md",[],[],{"skillNo":69,"name":70,"nameZh":6,"description":71,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":72,"categories":73,"keywords":74,"publishedAt":19},"01M74YCAHA923T5SC63S31KHXA","sales-tax-nexus","Determine sales tax obligations by state based on economic nexus thresholds.","https:\u002F\u002Fgithub.com\u002Fopenaccountant\u002Fskills\u002Fblob\u002Fmain\u002Fshared\u002Fsales-tax-nexus\u002FSKILL.md",[],[],{"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":19},"01M74YC832W8BPW5PD7895S1G5","quarterly-taxes","Estimate quarterly tax payments using income totals and safe harbor rules.","https:\u002F\u002Fgithub.com\u002Fopenaccountant\u002Fskills\u002Fblob\u002Fmain\u002Fshared\u002Fquarterly-taxes\u002FSKILL.md",[],[],{"skillNo":83,"name":84,"nameZh":6,"description":85,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":86,"categories":87,"keywords":88,"publishedAt":19},"01M74YC4Z2P7VEBRR5VFBNVDG3","monthly-digest","Generate a monthly financial summary with metrics, trends, and anomalies.","https:\u002F\u002Fgithub.com\u002Fopenaccountant\u002Fskills\u002Fblob\u002Fmain\u002Fshared\u002Fmonthly-digest\u002FSKILL.md",[],[]]