# Tax Prep

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

## Install

```sh
agentstack add skill-openaccountant-skills-tax-prep
```

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

## About

# Schedule C Tax Prep

## Overview

Categorizes all business expenses into IRS Schedule C line items so you can hand your accountant a clean breakdown or file your own Schedule C (Form 1040). Maps every transaction to the correct deduction line.

## Wilson Tools Used

- `transaction_search` — Find all business expenses within the tax year
- `categorize` — Map transactions to Schedule C line item categories
- `export_transactions` — Export the categorized breakdown for your CPA or tax software

## Workflow

1. Set the date range to the tax year (e.g., January 1 through December 31).
2. Use `transaction_search` to pull all business-related expenses.
3. Use `categorize` to map each expense to a Schedule C line item using the mapping table below.
4. Review unmapped transactions and assign them manually.
5. Use `export_transactions` to generate a Schedule C-ready summary grouped by line item.
6. Cross-check totals against bank and credit card statements.

### Schedule C Line Item Mapping

| Line | Category | Examples |
|------|----------|----------|
| 8 | Advertising | Google Ads, Facebook Ads, print ads, business cards |
| 9 | Car and truck expenses | Gas, repairs, lease payments (if not using standard mileage) |
| 10 | Commissions and fees | Sales commissions, payment processing fees (Stripe, PayPal) |
| 11 | Contract labor | Freelancers, 1099 contractors |
| 13 | Depreciation (Form 4562) | Asset depreciation (see depreciation-schedule skill) |
| 15 | Insurance (other than health) | Business liability, E&O, property insurance |
| 16a | Mortgage interest | Interest on business property mortgage |
| 16b | Other interest | Business loan interest, credit line interest |
| 17 | Legal and professional services | Attorney fees, CPA fees, bookkeeping |
| 18 | Office expense | Office supplies, postage, software subscriptions |
| 19 | Pension/profit-sharing plans | SEP-IRA, SIMPLE IRA employer contributions |
| 20a | Rent — vehicles, machinery, equipment | Equipment leases |
| 20b | Rent — other business property | Office rent, coworking space |
| 22 | Supplies | Materials consumed in business operations |
| 23 | Taxes and licenses | Business licenses, state/local taxes, employer payroll taxes |
| 24a | Travel | Airfare, hotels, car rentals for business travel |
| 24b | Meals | Business meals (50% deductible) |
| 25 | Utilities | Electric, gas, water, phone, internet for business property |
| 27a | Other expenses | Anything not fitting the above (itemize on Part V) |

## Without Wilson

1. Export all transactions from your bank and credit card accounts as CSV files.
2. Open the CSV in a spreadsheet. Add a column called "Schedule C Line."
3. Sort transactions by merchant or description.
4. For each transaction, assign the appropriate line number from the table above.
5. Create a pivot table grouping by Schedule C Line, summing the amounts.
6. For Line 24b (meals), multiply the total by 0.50 to get the deductible amount.
7. Transfer the totals to your Schedule C form or give the spreadsheet to your CPA.

## Important Notes

- Line 24b meals are only 50% deductible. Wilson flags the full amount; you must halve it on the return.
- Mixed-use expenses (personal and business) must be split. Only the business portion goes on Schedule C.
- Keep receipts for any single expense over $75 or any lodging expense regardless of amount.
- If you have a home office, see the home-office-deduction skill for Line 30.
- This is not tax advice. Consult a CPA or tax professional for filing decisions.

## Source & license

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

- **Author:** [openaccountant](https://github.com/openaccountant)
- **Source:** [openaccountant/skills](https://github.com/openaccountant/skills)
- **License:** MIT

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-openaccountant-skills-tax-prep
- Seller: https://agentstack.voostack.com/s/openaccountant
- Browse the marketplace: https://agentstack.voostack.com/browse

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Listed on AgentStack — the marketplace for AI agent skills and MCP servers. Every listing is security-reviewed. Creators keep 70%.