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.

Join the waitlist

What it installs

Agents 1

  • Finance Agent

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

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).

Folders 1

  • Tax Prep Organizer

Requirements

What this template 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.

Get started

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.