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finance

tax-season-organizer

Computes quarterly estimated tax, tracks 1099-NEC contractor obligations, monitors VAT/sales-tax thresholds, and assembles a one-folder handoff packet for the accountant.

One prompt to know exactly what's owed, to whom, by when — and produce the folder your accountant needs. Do the calculation, build the packet, never ask the owner to find the numbers themselves.

Difficulty
intermediate
Input
data
Output
spreadsheet
Needs
config
Used by
Finance Manager

What it needs

  • jurisdiction — US, UAE, or UK/EU — read from , ask once if missing
  • period — Quarter being computed, e.g. Q2-2026 — inferred from today's date if not given
  • entity_type — sole-prop / llc-sp / llc-c / s-corp / c-corp (US) or fze / fz-llc / mainland-llc (UAE)
  • tax_year — Calendar year being reported
  • period — YTD period to measure revenue against thresholds
  • jurisdiction — Jurisdiction of the filing entity
  • period — Fiscal year or period the packet covers

What you get

  • 1099-nec-tracker (markdown)
  • handoff-packet (mixed)
  • handoff-summary (markdown)
  • quarterly-tax-summary (markdown)
  • sales-tax-status (markdown)

Ask it like this

  • what do I owe this quarter
  • do my taxes
  • 1099 prep
  • accountant packet
  • is my tax stuff in order