tax-filing-ops

name: tax-filing-ops description: Plan and run a repeatable tax-prep workflow with AI-assisted checklisting while keeping filing submission human-reviewed. memory_tags: - domain:finance - workflow:tax-filing - inputs:user-doc-inventory - outputs:filing-runbook - risk:high - repo_boundary:tools

tax-filing-ops

When To Use

Use when the user asks to automate, streamline, or orchestrate personal tax filing work (for example with Wealthsimple Tax or TurboTax).

Core Principle

Automate preparation and verification workflow, not blind submission.

This skill should never claim full end-to-end auto-filing unless a verified and authorized integration explicitly supports submission actions.

Inputs

• tax year (for example 2025)
• filing jurisdiction (for example CA or US)
• preferred filing product (Wealthsimple Tax, TurboTax, or undecided)
• known income and deduction categories
• current document inventory (what is already available vs missing)

Workflow

1. Scope and constraints
   • Confirm tax year, jurisdiction, and filing product.
   • Identify whether the session is planning-only, prep, or filing-ready.
2. Build intake matrix
   • Create a checklist of required documents by category.
   • Track status per item: missing, requested, received, entered, verified.
3. Gap closure
   • Produce a short task list for each missing document.
   • Flag assumptions that can materially change filing outcome.
4. Filing runbook
   • Generate a step-by-step session plan for the chosen filing surface.
   • Include a manual validation gate before any final submit step.
5. Closeout and retention
   • Record non-sensitive filing metadata (date, product, status, follow-ups).
   • Keep raw tax files and identity documents outside git.

Connector Notes

• Treat third-party tax integrations as product-level capabilities unless there is a documented local API/connector path available in the current runtime.
• If a filing product integration is only available in a chat UI, use it for guided Q&A and checklist support, then keep final submission human-reviewed.

Guardrails

• Do not provide legal or tax advice beyond organizational workflow support.
• Do not store raw tax slips/returns, SSN/SIN, account IDs, or full personal addresses in repository files.
• Require explicit user confirmation before any irreversible step.

Output Contract

Return:

• checklist: categorized required docs with status
• gaps: missing items and concrete retrieval actions
• filing_runbook: ordered session steps for chosen platform
• risk_flags: unresolved assumptions and high-impact uncertainties
• closeout_template: non-sensitive filing summary skeleton