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Add tax-transaction-classifier skill#353

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michaelcutajar1995 wants to merge 1 commit intoopenai:mainfrom
openaccountants:add-tax-transaction-classifier
Open

Add tax-transaction-classifier skill#353
michaelcutajar1995 wants to merge 1 commit intoopenai:mainfrom
openaccountants:add-tax-transaction-classifier

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Summary

Adds a new tax-transaction-classifier skill to .curated/ that classifies bank statement transactions into tax categories and produces structured working papers for accountant review.

What it does

  • Ingests CSV, pasted tables, or OCR text of bank/card transactions
  • Classifies each line using three outcomes: Classified, Assumed, or Needs Input
  • Applies conservative defaults (assumes less favorable tax treatment when uncertain)
  • Produces four outputs: working paper, reviewer brief, action list, and review checklist
  • Works with any jurisdiction; defaults to US Schedule C when unspecified

Skill structure

tax-transaction-classifier/
├── SKILL.md      # Instructions + YAML frontmatter
└── LICENSE.txt   # MIT

Why it's useful

Tax preparation from bank statements is a common task for freelancers and small businesses. This skill fills a gap — there's no existing financial/accounting skill in the catalog. It follows the same patterns as gh-fix-ci (structured workflow, clear inputs/outputs, safety disclaimers).

Inspired by OpenAccountants — 371 open-source tax classification skills across 134 countries.

Made with Cursor

Classifies bank statement transactions into tax categories and produces
accountant-ready working papers. Covers any jurisdiction with conservative
defaults. Inspired by OpenAccountants (371 skills across 134 countries).

Made-with: Cursor
@michaelcutajar1995 michaelcutajar1995 requested a review from a team April 16, 2026 12:44
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