cash-basis-tax-reconciliation-workflow
Multi-source document reconciliation to establish authoritative tax basis and complete Form 1120 for C-Corps using cash method
Best use case
cash-basis-tax-reconciliation-workflow is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
Multi-source document reconciliation to establish authoritative tax basis and complete Form 1120 for C-Corps using cash method
Teams using cash-basis-tax-reconciliation-workflow should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/cash-basis-tax-reconciliation-workflow/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How cash-basis-tax-reconciliation-workflow Compares
| Feature / Agent | cash-basis-tax-reconciliation-workflow | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
Multi-source document reconciliation to establish authoritative tax basis and complete Form 1120 for C-Corps using cash method
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
SKILL.md Source
# Cash-Basis Tax Reconciliation Workflow When filing Form 1120 for a cash-method C-Corp with conflicting revenue/expense sources: (1) identify the authoritative source (typically bank deposits/expense sheet over invoices), (2) systematically map each line to corresponding Form 1120 schedules (J, K, L, M-1), (3) identify critical gaps (BOY/EOY cash balances, capital structure, prior retained earnings) that block filing, (4) use bank statements to close Schedule L gaps, (5) flag estimated tax penalties (Form 2220) when payments were $0. Prioritize Schedule L completion since total assets >$250K triggers filing requirement.
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