Tax Package Preparation

Year-end tax package preparation pipeline for QBO-connected clients. Generates a 9-tab Excel workbook: Tax Summary, Income, Expenses, Depreciation, 1099s, St...

This skill’s instructions assume access to QuickBooks Online credentials and local Python scripts, but the package does not declare or include them. Before installing or running anything: (1) confirm the publisher/source and obtain the actual script files referenced (scripts/pipelines/tax-package-prep.py); (2) verify where and how the required QBO auth token is stored and avoid providing broad or long-lived credentials—use least-privilege tokens or a sandbox QBO account for testing; (3) inspect the actual scripts to ensure they do only the described work (no exfiltration, no unexpected network calls or shell executions); (4) ensure client SOP and GL data paths (clients/{slug}/sop.md and accounting exports) are the intended inputs and that sensitive data is handled appropriately; (5) if you cannot obtain or inspect the code and an explicit declaration of required credentials, treat this package with caution and do not run it against production data.

Type: OpenClaw Skill Name: tax-package-prep Version: 1.0.2 The skill bundle describes a legitimate financial automation tool for preparing tax packages from QuickBooks Online (QBO) data. The documentation in SKILL.md provides detailed, professional instructions for accounting tasks such as IRS form mapping, 1099 vendor identification, and crypto/FBAR compliance flagging. While the tool handles sensitive financial data and interacts with the local file system (e.g., .cache and ~/Desktop), these actions are clearly aligned with its stated purpose, and there is no evidence of malicious intent, data exfiltration, or prompt injection.