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1099-evaluation

Skill4 starsChanged 16 days agoNo licenceView on GitHub

Build and evaluate one client's 1099 vendor file for a lead or controller - pull every bank-paid vendor from QuickBooks, build the evaluation file in the client's Taxes > 1099 folder from the Google Sheets master template, evaluate every vendor at $2,000+, check W-9s, add the controller's tracker rows, and hand back the client email, Financial Cents note and subtasks, QBO fixes and flags. Two paces (walk through step by step while learning, or run straight through) and two modes (initial in the fall, year-end in January on a new tab). Use when someone says "run the 1099s for <client>", "walk me through <client>'s 1099s", or "1099 year-end rerun for <client>". Needs the Agent Base connection (QuickBooks, Google Drive, Financial Cents). The controller's Tax1099 filing stays manual.

The file

We split this skill into the rules it gives an agent

6 rules. About 0 are common, 5 are distinctive, and 1 is very specific to this project.

  • ≈0

    Common · estimate

    Many files like this have a rule of this kind.

  • ≈5

    Distinctive · estimate

    This author's own choices. Worth a look.

  • 1

    Very specific

    Tied to their project's names, files or tools. Probably skip.

No licence file, so all rights are reserved — read it at the source. We count its rules but don't quote them. Read them on GitHub.

≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

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