| name | taxact-business-c-corp-filing-packet |
| version | 1.0.0 |
| category | business_admin |
| description | Assemble and execute a packet-first TaxAct Business filing workflow for C-Corp Form 1120 returns using existing repo artifacts, with strict pre-submit gates and human approval. |
| type | workflow |
| tags | ["tax","taxact","business","c-corp",1120,8825,4562,"filing-packet"] |
| scripts_exempt | true |
TaxAct Business C-Corp Filing Packet
Trigger Conditions
Use when:
- the user wants to file or prepare a C-Corp return in TaxAct Business
- the repo already contains corporate tax worksheets, guides, or support docs
- the goal is to get to a deterministic file-now vs blocker decision quickly
Common requests:
- "review the corporate tax packet"
- "get this 1120 ready for TaxAct"
- "prepare the filing workflow for the business return"
- "guide the TaxAct filing session"
Goal
Convert scattered repo tax artifacts into a compact, filing-ready TaxAct Business packet and run the live session in a strict packet-first order.
Required mindset
- Do not recompute the whole return from scratch if a vetted worksheet/guide already exists.
- Do not invent values.
- Do not submit anything without explicit user approval.
- Prefer a binary outcome:
READY TO FILE NOW or STOP / TRIAGE.
- If a same-day blocker appears, document it exactly and stop instead of guessing.
Canonical artifact types to look for
Search likely directories such as:
taxes/<YEAR>/docs/tax/- repo-level
Tax/ or tax/
Priority files:
- tax worksheet YAML
- filing guide / line-by-line entry guide
- strategy decisions memo
- reconciliation memos (1099s, reimbursements, deductions)
- depreciation or cost-seg support
- state filing notice / state filing data
- handoff prompt and session notes
Useful filename patterns:
*tax-preparation-worksheet**form-1120**filing-guide**tax-strategy**reconciliation**cost*seg**franchise*tax**handover*prompt*
Workflow
Phase 1 — Recover the packet
Use search_files first and gather the candidate packet.
Minimum read set:
- worksheet / structured numeric source
- filing guide
- strategy memo
- reconciliation memo(s)
- depreciation support
- state filing support
Phase 2 — Establish source-of-truth order
Declare the packet order explicitly before live filing. Recommended order:
- worksheet YAML
- filing guide
- strategy memo
- reconciliation memo(s)
- depreciation support
- state filing support
- handoff prompt / session playbook
Treat the worksheet + filing guide as primary numeric truth unless a later file explicitly supersedes them.
Phase 3 — Produce the compact filing packet
Summarize, at minimum:
- entity identity
- tax year and filing deadline
- expected filing path (TaxAct Business)
- income components
- major deductions
- depreciation posture
- expected federal result
- state follow-on filing posture
- material blockers
- unresolved but low-impact questions
Phase 4 — Reconcile only the material categories
Work in this order:
- gross receipts / 1099 / reimbursement treatment
- deductible taxes and any basis adjustments
- insurance / HOA / fees / other major deductions
- Form 4562 / depreciation / cost-seg support
- Schedule L / balance sheet support
- state filing readiness
Avoid broad repo wandering once these are stable.
Phase 5 — Run the TaxAct session
Use TaxAct Business in this order when possible:
- entity profile / return setup
- Form 1120 header facts
- Form 8825 or rental-income sections if applicable
- Form 4562 depreciation
- Schedule K / other information
- Schedule L / M-1 / M-2
- final review
- pre-submit gate
- user approval
- submit
- state filing immediately after federal values are frozen
Phase 6 — Pre-submit gate
Do not recommend submit until all are true:
- income ties to support
- reimbursement treatment is consistent
- deductible taxes are handled consistently with any basis adjustment
- major deductions tie to support
- depreciation ties to support
- Schedule L balances
- M-1 / M-2 are coherent
- state filing inputs are ready
- user explicitly approves
Phase 7 — If blocked
Capture:
- exact TaxAct screen or prompt
- field/value conflict
- source document consulted
- whether blocker is material today
- recommended next action
Then produce a short blocker note and updated handoff prompt.
Deliverables
Minimum:
- user-facing readiness summary
- saved filing packet or session playbook in the repo
Strong optional deliverables:
taxact-session-playbook.mdCodex-tax-handover-prompt.md- session exit note
- post-filing archive checklist
- state filing checklist
Output style
Be concise and operational:
- readiness status
- exact files reviewed
- bottom-line expected result
- material blockers only
- next action options
Lessons encoded from prior tax sessions
- packet-first beats live exploration
- keep strategy docs separate from execution docs
- use a dedicated handoff prompt rather than restarting from memory
- prefer explicit stop/go decisions over open-ended analysis
- keep CPA handoff or extension as fallback, not default, when the packet is already strong
