| name | royalty-report |
| title | Royalty Report Form |
| description | Drafts auditable royalty report forms for IP licensing agreements, calculating tiered royalties, minimum guarantees, and advance recoupments from governing license terms. Use when preparing licensee royalty reports, royalty payment calculations, license compliance filings, or periodic royalty submissions. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/royalty-report |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | general |
| practice | ip |
| language | en |
Royalty Report Form
Drafts a certification-ready royalty report satisfying licensee reporting obligations under an IP license agreement. Functions as both an accounting instrument and a legally binding compliance document.
Quick Start
- Obtain the governing license agreement (including amendments)
- Extract key terms into the extraction checklist below
- Collect sales data for the reporting period (or confirm template-only output)
- Draft report following the output structure
- If prior reports exist, carry forward advance recoupment balances and cumulative tier thresholds
If multiple license agreements exist in uploaded documents, ask which governs before proceeding.
Key Extraction Checklist
Extract from the license before drafting:
| Field | Source |
|---|
| Licensor / Licensee legal names | Signature blocks (exact match required) |
| Agreement date + amendments | Preamble / amendment headers |
| Reporting period / frequency | Reporting provisions |
| Royalty rate(s) and tiered thresholds | Royalty calculation section |
| Minimum royalty guarantee | Payment terms |
| Allowable deductions | Definitions / calculation provisions |
| Advance recoupment terms | Payment terms |
| Required accounting standard | Reporting provisions (GAAP or other) |
| Submission format / method | Reporting provisions |
| Confidentiality marking | Confidentiality section |
| Concurrent payment required? | Payment terms |
| Audit period | Audit rights section |
Output Structure
1. Document Header
ROYALTY REPORT
[Licensee Legal Name]
For the [Quarter/Period] Ending [Date] / From [Start Date] through [End Date]
Pursuant to License Agreement dated [Date] between [Licensor Legal Name]
and [Licensee Legal Name] [, as amended by Amendment No. [X] dated [Date]]
Report No.: [If required]
2. Sales Data Table
| Product SKU | Product Description | Qty Sold | Unit Price |
|---|
