tax-check

Validate tax calculations and surface risks.

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Install skill "tax-check" with this command: npx skills add phrazzld/claude-config/phrazzld-claude-config-tax-check

/tax-check

Validate tax calculations and surface risks.

Steps

  • Rebuild reports to ensure fresh numbers.

  • Verify bracket math against configured year constants.

  • Recompute taxable income: wages + gains - deductions, confirm totals.

  • Validate Form 8949 CSV format and totals vs normalized/capital-gains.json .

  • Flag audit risks: large losses, missing basis, inconsistent dates, or missing source docs.

Examples

Regenerate tax outputs before validation

pnpm report

Rebuild gains if source data changed

pnpm gains

References

  • scripts/generate-report.ts

  • normalized/capital-gains.json

  • normalized/w2-data.json

  • normalized/charitable-donations.json

  • reports/2025-tax-summary.md

  • reports/tax-ready/form-8949-c.csv

  • reports/tax-ready/schedule-d-summary.md

Source Transparency

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