tax-prep

Prepares tax materials as a two-link chain — month-end-prep confirms the books are closed and reconciled first, then tax-season-organizer calculates the quarterly estimated payment or builds the year-end 1099-NEC list and accountant packet from those closed numbers. Requires a ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books); uses Gusto, PayPal, and Stripe when connected, else CSV upload. US federal tax math; a non-US business gets the closed-books packet. Prep material for a CPA, never tax advice, nothing filed. Trigger on "quarterly taxes," "estimated tax payment," "how much should I set aside," "1099s," "1099-NEC," "W-9s," "year-end tax prep," "get my books ready for my accountant," any phrasing that suggests a tax deadline is coming, or a question about net profit or YTD income that sounds like worry about a tax bill. An owner who says the period's books are already closed routes to tax-season-organizer directly.

Agent Skill from anthropics/knowledge-work-plugins

Copilot Studio

Passes documented load rules

No documented load rule failed.

Microsoft 365 Copilot Preview, Frontier tenants only

Passes documented load rules

No documented load rule failed.

An agent can have at most 8 skills. Custom skills aren't available in tenants that use Microsoft Purview Information Barriers.

Agent Skills spec notes

Warning: No experimental allowed-tools field (SPEC-ALLOWED-TOOLS)
uses allowed-tools
rule · Agent Skills specification

Compatible isn't the same as safe. These verdicts only say whether a skill's files follow Microsoft's documented load rules. The checker reads files and never runs them, and it doesn't review what a skill or its scripts actually do. Read a skill's instructions and scripts before you add it to an agent.

Standards signals

Meets the agentskills.io required fields.

Frontmatter	Present and parsed Spec: frontmatter
name	Meets the spec (1-64 chars, a-z 0-9 hyphens) Spec: name
description	Present, 1-1,024 characters Spec: description
compatibility	Absent or under 500 characters Spec: compatibility
Name matches folder	Yes (`tax-prep`) Spec: name
allowed-tools	Used Note: experimental in the spec; support varies by agent. Spec: allowed-tools

Observed from the public SKILL.md at the commit above on 2026-10-23. Not a certification: AAIF and the Agent Skills project don't certify skills. Validate your own skill with skills-ref validate.

Source repo	anthropics/knowledge-work-plugins
Path	small-business/skills/tax-prep/SKILL.md
Commit checked	`33d3dea41a34`
Repo license	Apache-2.0
Files	1
Scripts	None
Instructions	6,877 characters
Deepest folder	0 below the skill folder
Rules version	2026-10-22

Re-check the latest version How skill checks work

Is this wrong or out of date? Email us. Skills data built 2026-10-23; rules as of 2026-10-22.

Rule-based checks of public files against Microsoft's documented load rules, not tested in Copilot Studio or Microsoft 365 Copilot. Independent project, not affiliated with Microsoft.