Tax prep organizer

Each cadence a finance agent prepares the quarterly estimate and year-end 1099 list, flags missing W-9s and stated assumptions, and assembles a CPA-ready packet — then lands one approval before it goes to the preparer.

Saves you ~3.6 h / week

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What it installs

Agents 2

  • Finance Agent

    Keeps the business tax-ready year-round and builds the accountant handoff packet.

  • Tax prep organizer Quality Reviewer

    Checks primary evidence, domain controls, deliverable completeness, and communication quality, stopping the run when the work is wrong, unsupported, incomplete, or uncertain.

Teams 1

  • Tax prep organizer quality team

    The delivery agents produce the work while an independent quality reviewer checks each workflow handoff against explicit evidence, domain, and communication requirements before the run can continue.

Workflows 1

  • Tax prep organizer

    Pick the mode, prepare the estimate and/or 1099 list, self-review against the guardrails, and approve.

Documents 1

  • Year-round tax document checklist

    Your own running tracker of the tax documents and source data you keep on hand all year — fill in your accounts and sources, then mark what's collected, missing, or unknown.

Goals 1

  • Tax-ready always

    Stay continuously prepared for tax deadlines with no last-minute scramble.

Skills 2

  • tax-season-organizer

    Prepare tax-season materials as CPA prep (not advice): quarterly estimated tax (SE + federal with assumptions stated) and year-end 1099-NEC prep (payments aggregated across ledger and processors, $600 threshold, missing-W-9 flags, 1099-K overlap). Adapted from anthropics/knowledge-work-plugins/tax-season-organizer.

  • tax-prep

    Run the tax-prep workflow end to end and produce the accountant handoff packet — quarterly estimate and/or year-end 1099 prep — opening every deliverable with the not-tax-advice framing and ending with a next-steps checklist for the CPA. Adapted from anthropics/knowledge-work-plugins/tax-prep.

Schedules 1

  • Tax prep run

    Runs the tax prep organizer on the schedule you choose (defaults to quarterly). ## Professional quality control Objective: complete the recurring Tax prep organizer operating cycle and deliver a review-ready, evidence-backed result rather than merely report that the schedule ran. Start by fixing the review period, reading the current source records and prior run, confirming required access, and listing missing or contradictory inputs. Execute the bundle's full authored method in order, retaining source, calculation, command, or before/after evidence for load-bearing findings. Separate facts from interpretation, apply supplied policy without inventing thresholds, and stop any branch that requires missing authority or an unconfirmed human rule. Produce the complete named deliverable plus an evidence record, assumptions, exceptions, unresolved questions, and concrete next actions with owners where the method calls for them. Run the workflow's independent verifier checks and fix failures before requesting approval. The task is done only when every requested section and quality criterion passes or a blocker is explicit; silence, inaccessible data, or polished prose is not proof of completion. Recompute material figures independently from raw records; verify period, currency, sign, formula, rounding, tie-outs, and roll-forwards. Distinguish accounting policy from assumptions and route judgment to the human. Financial narrative must explain drivers plainly without generic AI phrasing, invented precision, or certainty unsupported by the books. The human retains authority over publication, sending, spend, signing, merging, deployment, and other consequential external actions.

Folders 1

  • Tax Prep Organizer

Requirements

What this playbook expects to do its job. Task Machine does not verify these — you decide whether your setup is ready.

  • Browser access to your accounting tool — The agent works in your accounting tool (QuickBooks, Xero) through its web interface in your browser to pull the YTD P&L and vendor/contractor payment detail, and pauses for your approval before making any changes. Until you connect it, it works from attached exports (Transaction List by Vendor, P&L) and the relevant document.
  • Tax source data — YTD Profit & Loss, contractor/vendor payment detail (payee, amount, date, payment method, W-9/EIN status), estimated payments already made this year, the prior-year return and carryforwards, and processor (Stripe/PayPal) payment records for the 1099-K overlap check.

Setup guide

How to Organize Tax Prep for Your Accountant

A practical guide to preparing quarterly estimates, 1099 lists, missing W-9 actions, and CPA-ready tax packets.

Read the setup guide

Don't see your workflow? Describe it.

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Install Tax prep organizer and run it with approvals.

Join the waitlist and we will send early access when the first private beta spots open.

Private beta. We invite teams in batches and never share your email.