tax
26 skills across 8 jurisdictions.
Skills
applying-skarbowy-procedures
Use when navigating urząd skarbowy / KAS — NIP (NIP-2/7/8, CEIDG), VAT-R, czynny żal (art. 16 KKS), korekta deklaracji (art. 81 OP), ulgi (art. 67a O…
California Property Tax Research (BOE Rules + PTLG Annotations)
California property tax research workflow using BOE Property Tax Rules (especially 462.* change in ownership, including 462.180 legal entities) and B…
Corporate Final Tax Return Filing
Prepares IRS-compliant final tax returns for dissolving C-corps (Form 1120), S-corps (Form 1120-S), and partnerships (Form 1065). Covers short-year r…
Document Retention Policy (Nonprofit)
Drafts board-adoptable document retention policies for nonprofit organizations with IRS-grounded retention schedules, destruction protocols, and liti…
E-Rechnung, XRechnung, ZUGFeRD und GoBD
Elektronische Kanzleirechnung in XRechnung oder ZUGFeRD vorbereiten und validieren. Anwendungsfall Mandant oder öffentliche Hand verlangt Rechnung im…
Final Tax Return Filing
Drafts U.S. final tax return filing packets for decedent estates or dissolving entities, covering final-status designation, short-period reporting, l…
Form 1099-NEC — Nonemployee Compensation
Use this skill when a US business needs to issue Form 1099-NEC to a nonemployee (contractor, freelancer, gig worker, vendor) for services, OR when a …
Form 1099-SA — Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
Use this skill when an individual taxpayer has RECEIVED a Form 1099-SA from the custodian of their HSA, Archer MSA, or Medicare Advantage MSA after t…
Greek Compliance & AADE Integration
Greek tax compliance with AADE/TAXIS integration — VAT, payroll, EFKA, municipal taxes, stamp duty. Human confirmation for all submissions.
GST Notice Interpreter — Master Skill
Master orchestrator skill for the GST Notice Responder. Load this skill first for ANY GST notice. It reads the notice, identifies the type, loads the…
IRS Form SS-4 — EIN Application
Drafts IRS Form SS-4 (EIN Application) by extracting entity details from formation documents. Use when forming a new business entity, applying for a …
IV-integrierte Steuern und Bilanzfolgen
Steuerliche und bilanzielle Folgen des Insolvenzplans oder StaRUG prüfen damit Planwirkungen nicht an Nebenwirkungen scheitern. §§ 3a 3c EStG Sanieru…
Key principles
Use this skill when planning corporate tax strategy, claiming R&D credits, managing transfer pricing, or ensuring tax compliance. Triggers on corpora…
Request for Tax Clearance Certificate
Drafts formal request letters for Tax Clearance Certificates from state tax authorities on behalf of corporate entities. Triggers on tax clearance re…
Schedule 8812 — Credits for Qualifying Children and Other Dependents
Use this skill when an individual taxpayer needs to claim the Child Tax Credit (CTC), the refundable Additional Child Tax Credit (ACTC), or the Credi…
Skill : Contrôleur Fiscal Luxembourg
Simule un contrôle fiscal luxembourgeois (ACD pour impôts directs + AED pour TVA) sur 8 axes, avec chefs de redressement, base légale et montants.
Tax Law Research Skill
This skill should be used when the user wants to "search tax regulations", "find latest tax laws", "look up tax policies", "check tax rates", "resear…
Taxpayer Correspondence
Drafts structured taxpayer correspondence summarizing tax records, income, deductions, credits, and tax positions. Covers IRS/state inquiry responses…
Umsatzsteuer-Voranmeldung (§ 18 UStG)
Umsatzsteuervoranmeldung im regulatorischen Kontext prüfen wenn Finanzunternehmen oder regulierte Entitaeten USt-Fragen haben. §§ 14 14a 18 UStG Vora…
Umwandlungssteuerrecht
Umwandlungssteuerrecht: UmwStG-Strukturfragen, Buchwertantrag, steuerliche Rückwirkung, § 8c KStG Verlustuntergang, GrESt-Ergaenzungstatbestand, Einb…
Umwandlungssteuerrecht
Umwandlungssteuerrecht: Begleitet Verschmelzung, Spaltung und Formwechsel nach UmwStG auf Steuerneutralitaet, Buchwertfortführung, Sperrfristen, Verl…
Umwandlungssteuerrecht
Umwandlungssteuerrecht Buchwertantrag steuerliche Rückwirkung und Verlustuntergang prüfen: Anwendungsfall Corporate-Team und Steuerteam muessen umwan…
UStVA, Eingangsrechnungen und Kanzlei-Buchhaltung
Sammelt Rechnungsdaten und Belege für die monatliche Umsatzsteuervoranmeldung. Anwendungsfall Monat ist vorbei und UStVA-Unterlagen muessen für ELSTE…
UStVA- und ELSTER-Simulation
Fallback bei ELSTER-Stoerung oder fehlendem Steuersoftware-Zugang für UStVA-Simulation. Anwendungsfall ELSTER-Verbindung funktioniert nicht oder UStV…
tax legal skills by jurisdiction
Tax work is defined by its convergence of moving parts: a single cross-border transaction can simultaneously engage domestic income tax codes, VAT or GST regimes, bilateral treaty networks, and OECD Pillar Two global minimum tax rules — often on an accelerated timeline. The tax legal skills assembled in the ThomasMore catalog are built for that layered complexity, covering corporate tax, indirect taxes, transfer pricing, withholding obligations, residency determinations, and revenue-authority controversy across a wide range of jurisdictions. Each capability is agent-ready, meaning it handles a discrete, repeatable task — mapping a permanent establishment risk, drafting a treaty position memo, or structuring a compliance checklist — and is accessible over MCP or as a direct download into your existing workflow.
Tax law rarely stays static: domestic codes are amended by budgets, OECD standards evolve, and administrations update guidance with little notice, so the open-source skills in this collection are maintained to reflect those shifts as they happen. Authors draw on jurisdiction-specific rules rather than generic approximations, which matters when the correct answer turns on a domestic anti-avoidance provision or a local filing formality that broader tools overlook. Whether you advise on group restructurings, advise individuals on cross-border residency, or represent clients in audit and dispute proceedings, the catalog's filter tools let you narrow by jurisdiction, author, or license to surface the skill your matter actually requires. Start with the jurisdiction most relevant to your current work and build from there.