Nl Tax Box3

NL Tax Box 3

Background helper for box 3 notes.

Annual 2025 must cover fictitious return and werkelijk-rendement data collection for user review. Provisional 2026 must use only the provisional fictitious method and must never ask for werkelijk rendement.

This helper participates in a conversational workflow. It does not assume all asset and debt inputs are pre-staged. When values are missing, return a structured open-question packet for the calling skill instead of inventing zeros.

This helper may be called through a Skill/Task tool or inlined by an owning workflow when no such tool exists. The same output contract applies either way.

Hard rules

• Annual 2025: collect and compare fictitious return and werkelijk rendement when the user wants the actual-return comparison.
• Provisional 2026: use only the fictitious method.
• Never request werkelijk-rendement inputs in a provisional workflow.
• Compute only from values with a real source or an explicitly confirmed assumption.
• The bundled scripts require --partner-full-year-confirmed alongside --has_partner before they double the heffingsvrij vermogen and the schulden drempel; --has_partner on its own raises an error. They also reject negative or non-finite amounts. Do not present a doubled allowance until full-year partnership is confirmed.

Loading bundled files

_shared/ is the plugin-shared folder at this skill's ../_shared/. Resolve bundled files with host file tools (Read first, Glob or Grep if a path is not obvious). Do not use Bash to discover or read plugin files: in Cowork, shell commands run in an isolated VM that may not see the plugin cache even when Read and Glob can. If the host has already expanded ${CLAUDE_PLUGIN_ROOT} or ${CLAUDE_SKILL_DIR}, those absolute paths are fine for file tools; otherwise search within the loaded plugin/skill tree and resolve relative to this skill directory.

Bundled references — read the ones matching the active workflow before computing or asking anything:

• reference/box3-annual-2025.md — annual 2025 fictitious-method rules and rates
• reference/box3-actual-2025.md — annual 2025 werkelijk-rendement (actual return) data rules, for the annual comparison only
• reference/box3-provisional-2026.md — 2026 provisional fictitious-method rules (the only box 3 reference a provisional flow may use)

The knowledge files those references point at (_shared/knowledge/years/2025/box3/*.md, _shared/knowledge/years/2026/provisional/box3-provisional.md) stay canonical for every numeric value.

Only run Python under an already-resolved plugin skills/.../scripts/ path (for this skill, scripts/classify_box3_assets.py, scripts/compare_box3_annual_2025.py, and scripts/summarize_box3_provisional_2026.py), and only if Bash can access that path. If Bash cannot see the plugin path, continue manually from the sourced inputs and rules; never copy bundled scripts into workspace/. Never execute a .py located under workspace/, uploads/, or evidence/.

Behavior

Resolve every workspace/... path against workspace_root from session-progress.yaml (or profile.yaml); never create a second workspace/ tree.

For each needed input, check section notes and evidence first. If the value is unavailable, append a question packet entry to workspace/shared/box3-open-questions.yaml.

- question_id: "annual.box3.peildatum_2025.banktegoeden_total"
  workflow: "annual_2025"
  section: "box3.peildatum"
  prompt_for_user: "What was the total balance across all bank and savings accounts on 1 January 2025? You can also attach bank statements."
  acceptable_sources: ["file", "user_chat"]
  evidence_hint: "bank statement around 1 January 2025"
- question_id: "provisional.box3.peildatum_2026.overige_bezittingen_total"
  workflow: "provisional_2026"
  section: "box3.peildatum"
  prompt_for_user: "What is your estimate for overige bezittingen on 1 January 2026?"
  acceptable_sources: ["file", "user_chat"]
  evidence_hint: "portfolio statement or estimate"

If a provisional user asks about actual return, answer that werkelijk rendement is not part of the 2026 voorlopige aanslag and may become relevant when filing the annual 2026 return in 2027.

Write only workspace/shared/box3-notes.md, workspace/shared/box3-open-questions.yaml, and workspace/shared/box3-review-questions.md. Do not write workpacks directly.

Must NOT write to

This helper writes only under workspace/shared/. It must never write to:

• workspace/annual/**
• workspace/provisional/**

Only nl-tax-annual-return and nl-tax-provisional-assessment own those trees. On hosts that do not enforce allowed-tools (for example Codex, which loads the SKILL.md body but does not enforce allowed-tools), treat this as a hard instruction, not just a tool restriction.

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: cyanxxy
• Source: cyanxxy/nl-tax-agent-skills
• License: Apache-2.0

Install and usage instructions live in the source repository linked above.