# Nl Tax Box3

> Internal helper for nl-tax-annual-return and nl-tax-provisional-assessment — prepares Box 3 notes (annual = fictitious and werkelijk rendement; provisional = fictitious only) into workspace/shared/. Not a standalone workflow; invoked as a sub-step.

- **Type:** Skill
- **Install:** `agentstack add skill-cyanxxy-nl-tax-agent-skills-nl-tax-box3`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [cyanxxy](https://agentstack.voostack.com/s/cyanxxy)
- **Installs:** 0
- **Category:** [Agent Skills](https://agentstack.voostack.com/c/agent-skills)
- **Latest version:** 0.1.0
- **License:** Apache-2.0
- **Upstream author:** [cyanxxy](https://github.com/cyanxxy)
- **Source:** https://github.com/cyanxxy/nl-tax-agent-skills/tree/main/plugins/nl-tax-agent-skills/skills/nl-tax-box3

## Install

```sh
agentstack add skill-cyanxxy-nl-tax-agent-skills-nl-tax-box3
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## About

# 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`.

```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](https://github.com/cyanxxy)
- **Source:** [cyanxxy/nl-tax-agent-skills](https://github.com/cyanxxy/nl-tax-agent-skills)
- **License:** Apache-2.0

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

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-cyanxxy-nl-tax-agent-skills-nl-tax-box3
- Seller: https://agentstack.voostack.com/s/cyanxxy
- Browse the marketplace: https://agentstack.voostack.com/browse

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