Small Business Taxes Pack
7 prompts and 1 skill for small business taxes (organisation, not advice) — each one a real job from the week, with the steps, rules and output an expert would ask for. Fill in the blanks and paste them into ChatGPT, Claude or Gemini, or tailor any of them to your brand in the Studio.
What’s in the pack
- Small Business Tax Calendar With Reminders I Will Actually SeeTurns the tax and filing dates your accountant or tax authority confirms into a twelve-month calendar with prep reminders, owners and cash set-aside checkpoints.Plan
- Questions to Ask My Accountant Before the Year EndsPrepares a focused list of pre-year-end questions for your accountant, based on what changed in your business, so a short meeting covers the decisions that matter.Plan
- Monthly Tax Set-Aside Routine So the Bill Is Never a ShockSets up a monthly tax savings routine using the percentage your accountant gives you, with a separate pot, a catch-up rule and a pre-bill check.Plan
- Track Rolling Turnover Against the Sales Tax or VAT ThresholdBuilds a rolling-turnover tracker for a growing small business, using the threshold you confirm locally, with early-warning levels and the questions to take to an accountant.Plan
- Understand a Letter From the Tax Office and Organise the ReplyExplains a tax authority letter in plain words, extracts every deadline and request, organises the documents needed and drafts a message to your accountant.Plan
- Choose an Accountant for My Small Business and Brief ThemPrepares the questions to compare accountants, a scoring sheet and a one-page brief of your business so quotes are comparable and the first meeting is productive.Plan
- Set Up Mileage and Home Office Records for My AccountantDesigns simple mileage and working-from-home logs that record the facts an accountant may need, with a weekly habit and a year-end summary, without deciding what is claimable.Plan
- Small Business Tax Paperwork OrganiserA standing organiser that files every tax-related document and question you mention, tracks confirmed deadlines and turns each tax worry into a precise question for your accountant.Plan
Titles and descriptions are public. The full texts, the .zip download and Agent Skill exports are on the Library and Pro plans. See the plans. More for small business · finance & accounting · productivity.
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