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QBO to Tax Bridge
by
samledger67-dotcom
· GitHub ↗
· v1.1.0
· MIT-0
198
Downloads
0
Stars
1
Active Installs
2
Versions
Install in OpenClaw
/install qbo-to-tax-bridge
Description
Map QuickBooks Online (QBO) chart of accounts and transaction categories to IRS tax schedules (Schedule C, E, F, 1120S, 1120, 1065, and more). Generate trial...
Usage Guidance
This skill is a self-contained, instruction-only mapping guide that relies on you exporting QBO reports manually—it does not ask for your QBO credentials. Before using: (1) do not paste or share QBO login credentials or API keys with the skill; (2) treat exported CSV/Excel files as highly sensitive financial data—store and transmit them securely; (3) validate all tax mappings and crypto cost-basis calculations with a licensed preparer (the SKILL itself disclaims providing legal advice); (4) if you later seek an automated connector, evaluate that integration separately (look for OAuth, least-privilege scopes, and a reputable install source); (5) test on non-production/sample data first and keep audit copies of any reclassifications or adjustments.
Capability Analysis
Type: OpenClaw Skill
Name: qbo-to-tax-bridge
Version: 1.1.0
The qbo-to-tax-bridge skill is a purely procedural and informational guide for mapping QuickBooks Online data to IRS tax schedules. It contains no executable code, network requests, or instructions to access sensitive system files, focusing instead on data transformation logic and accounting best practices within SKILL.md.
Capability Assessment
Purpose & Capability
The skill's name and description match the instructions: it maps QBO chart-of-accounts data to IRS schedules and describes step-by-step CSV/Excel exports and mapping tables. One small inconsistency: it references features such as 'track crypto cost basis within QBO' and 'PTIN-backed advisory context' but does not provide any automated QBO API integration, OAuth flow, or required credentials — the workflow is strictly manual (export CSV/Excel). This is plausible but worth noting so users understand it is not an automated QBO connector.
Instruction Scope
SKILL.md instructs the user to export Trial Balance, P&L, Balance Sheet from QBO and then map accounts to tax schedule lines. It does not instruct the agent to read unrelated system files, access unexpected environment variables, or transmit data to external endpoints. It does include tax-specific transformations (e.g., 50% meals haircut) and reclassification guidance appropriate to the stated purpose.
Install Mechanism
No install spec or code files are present; the skill is instruction-only. This minimizes disk/network install risks.
Credentials
No environment variables, credentials, or config paths are requested. That is proportionate given the skill relies on manual exports rather than automated API access. Users should note that any future automation (not present here) would reasonably require QBO credentials and should be evaluated separately.
Persistence & Privilege
The skill does not request persistent or elevated privileges. always is false and there is no install behavior or configuration changes described.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install qbo-to-tax-bridge - After installation, invoke the skill by name or use
/qbo-to-tax-bridge - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.1.0
Fix display name from test to QBO to Tax Bridge
v1.0.0
Initial release: Bridge QBO data to IRS tax schedules and generate tax-ready workpapers.
- Map QBO chart of accounts and transactions to IRS forms (Schedule C, E, F, 1120S, 1120, 1065, and more)
- Generate trial balance exports and formatted tax workpapers
- Identify and flag transactions needing reclassification before filing
- Track and report crypto asset cost basis using FIFO, LIFO, HIFO, or Specific ID
- Provide detailed mapping reference tables for both income and expense categories
- Include workflow guidance for exporting QBO reports and mapping to entity-specific IRS schedules
Metadata
Frequently Asked Questions
What is QBO to Tax Bridge?
Map QuickBooks Online (QBO) chart of accounts and transaction categories to IRS tax schedules (Schedule C, E, F, 1120S, 1120, 1065, and more). Generate trial... It is an AI Agent Skill for Claude Code / OpenClaw, with 198 downloads so far.
How do I install QBO to Tax Bridge?
Run "/install qbo-to-tax-bridge" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is QBO to Tax Bridge free?
Yes, QBO to Tax Bridge is completely free, licensed under MIT-0. You can download, install and use it at no cost.
Which platforms does QBO to Tax Bridge support?
QBO to Tax Bridge is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created QBO to Tax Bridge?
It is built and maintained by samledger67-dotcom (@samledger67-dotcom); the current version is v1.1.0.
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