# Nl Tax Partner Deductions

> Internal helper for nl-tax-annual-return and nl-tax-provisional-assessment — determines fiscal-partner status and allocation/deduction notes 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-partner-deductions`
- **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-partner-deductions

## Install

```sh
agentstack add skill-cyanxxy-nl-tax-agent-skills-nl-tax-partner-deductions
```

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

## About

# NL Tax Partner Deductions

Background helper for fiscal-partner status and allocation notes used by manual-entry workpacks.

Load `workspace/taxpayer/profile.yaml` and the relevant partner/deduction references:

- `reference/fiscal-partner.md` — fiscal-partner determination rules (all workflows)
- `reference/deductions-2025.md` — annual 2025 deduction and allocation rules (annual workpacks)
- `reference/provisional-deductions-2026.md` — 2026 provisional deduction estimate rules (provisional workpacks)

Use annual 2025 references for annual workpacks and provisional 2026 references for provisional estimates.

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

Safety: only run Python under an already-resolved plugin `skills/.../scripts/` path, 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/`.

This helper participates in a conversational workflow. It does not assume partner data or deduction amounts are pre-staged. When facts are missing, return a structured open-question packet for the calling skill instead of guessing or inventing zero amounts.

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.

## Behavior

1. Distinguish legal partner status from allocation optimization.
2. Determine fiscal partner eligibility from sourced facts only.
3. Identify allocatable and non-allocatable items.
4. Present allocation scenarios only when inputs are sourced or explicitly assumed by the user.
5. Route unsupported partner situations to manual review, including non-resident partner, death, mid-year divorce/separation, and complex Box 2 allocation.

When allocation inputs are sourced and Bash can reach the plugin path, run
`scripts/validate_allocation.py` to check the split. When it cannot (e.g. Cowork's
isolated VM), apply the same invariants by hand: each allocatable item's
`partner1_share + partner2_share` must equal its total (the split sums to 100%),
no share is negative or exceeds the total, non-allocatable/personal items go 100%
to one partner, and a partner-2 share is valid only when a fiscal partner has been
asserted.

## Question packet

Append missing inputs to `workspace/shared/partner-deductions-open-questions.yaml`:

```yaml
- question_id: "partner.eligibility.cohabitation_conditions"
  workflow: "annual_2025"
  section: "partner.eligibility"
  prompt_for_user: "Are you registered at the same address as your partner, and do you have a notarial cohabitation contract, joint home, joint child, or pension-partner status?"
  acceptable_sources: ["user_chat"]
  evidence_hint: null
- question_id: "annual.deductions.giften.amount"
  workflow: "annual_2025"
  section: "deductions.giften"
  prompt_for_user: "What was the total ANBI-qualifying donation amount in 2025? You can provide one total or attach receipts."
  acceptable_sources: ["file", "user_chat"]
  evidence_hint: "donation receipts"
```

The calling skill asks these questions, records `source` plus `quote`/`evidence_id`, and re-invokes this helper.

Write only:

- `workspace/shared/allocation-options.md`
- `workspace/shared/partner-deduction-review-questions.md`
- `workspace/shared/partner-deductions-open-questions.yaml`

Do not write annual/provisional workpacks or force unsupported partner cases into v1.

## 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-partner-deductions
- Seller: https://agentstack.voostack.com/s/cyanxxy
- Browse the marketplace: https://agentstack.voostack.com/browse

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