Invoice to Tax Prep

Most freelancers and small business owners dump receipts in a folder and panic in January. Accountants then charge by the hour for the work of structuring that pile — work that has nothing to do with their actual expertise. This skill closes that gap. It parses whatever you provide — invoices, receipts, expense lists, CSVs, rambling text descriptions — and produces a categorised summary in the format an accountant actually wants to receive.

Income gets separated from expenses, then categorised against standard tax categories. The skill adapts to jurisdiction: UK, US, EU, and Australian tax categories differ in important ways, and it asks before assuming. VAT and sales tax get separated where visible; mixed-use items (phone, car, home office) get flagged for a business-use percentage rather than silently assumed at 100%. Capital items over the local threshold get flagged for capital-vs-revenue treatment rather than expensed by default.

The flags section is the part that pays for the skill. Common missed deductions get surfaced — mileage, home office allowance, professional subscriptions, bank fees — alongside specific anomalies in your data: an Amazon line that could be business or personal, a hardware purchase that might trigger an Annual Investment Allowance, a phone bill that needs a split. Receipts missing date, vendor, amount, or business purpose get called out because most jurisdictions require all four for proof and an undocumented expense is a disallowed one.

It refuses to give tax advice. The skill organises and flags; it does not decide what's deductible, what qualifies for which allowance, or what your final liability is. Those questions go to your accountant, and the summary is built specifically to make that conversation faster — the structure they want, the flags they would have asked for anyway, the missing information listed upfront so nothing gets discovered after filing.

To say it plainly: this is data organisation, not tax advice. Final filing decisions, deduction eligibility, capital treatment, and anything with HMRC, IRS, or local-equivalent consequence belongs with a qualified accountant. The output is a draft handoff document, not a return.