Tax Prep

For Claude: How to Use This Skill

Skill instructions are preloaded in context when this skill is active. Do not perform filesystem searches or tool-driven exploration to rediscover them; use the guidance below directly.

When to Use

• prepare tax summary from wells fargo data
• calculate estimated quarterly taxes
• categorize deductible expenses

Workflow Summary

1. resolve_serendb uses connector.serendb.connect
2. query_transactions uses connector.serendb.query
3. map_tax_line_items uses transform.map_to_tax_lines
4. flag_deductions uses transform.flag_deductible_expenses
5. compute_quarterly_estimates uses transform.compute_quarterly_estimates
6. render_report uses transform.render
7. persist_tax_data uses connector.serendb.upsert