it-contractors-skills

Rename and organize raw files in a client intake folder before tax review begins. Use when a client has uploaded documents with inconsistent or generic file names and the folder needs to be structured before skills like collecting-tax-documents or identifying-income-sources can run effectively. Reads file names and any available content, proposes a standardized naming scheme, and outputs a rename plan with a folder structure. Does not open or interpret document contents for tax purposes.

Organize the tax document set for a Canadian IT contractor before deeper review begins. Use when the user wants to gather records, check what is missing, prepare for CPA handoff, or organize their file before moving to income, expense, or GST/HST review. Accepts slips, summaries, exports, and chat descriptions. Produces a grouped document inventory with status, blocking gaps, and downstream routing toward income, expense, GST/HST, instalments, or summary skills.

Generate a focused missing-items and open-questions summary for a Canadian IT contractor after income, expenses, documents, and review issues have been organized by earlier skills. Use when the user needs a short list of missing records, unanswered questions, and blocking issues before self-entry or CPA handoff. Reads prior skill outputs, removes duplicate and low-value noise, and produces a grouped plain-language summary the user can act on immediately.

Organize the income sources of a Canadian IT contractor before deeper field mapping begins. Use when the user needs to identify where business income came from, match income to supporting records, separate business income from other amounts, or check whether income streams may be missing before preparing T2125 or related T1 entries. Accepts slips, platform summaries, bookkeeping exports, and chat descriptions. Produces an income-source register with support status, flags, and downstream routing toward T2125, GST/HST, or summary skills.

Organize likely gross business income for form T2125 for a Canadian IT contractor after income sources have already been identified. Use when the user needs to map business income sources into the T2125 gross income area, separate likely business income from employment or other amounts, or prepare a grouped mapping for self-entry or CPA handoff. Accepts prior skill output, income summaries, T4A slips, bookkeeping exports, and platform summaries. Produces a provisional T2125 income mapping with support strength, flags, and downstream routing.

Review GST/HST registration, collection, and input tax credit facts for a Canadian IT contractor. Use when the user earns business income and needs to organize GST/HST obligations, identify whether registration is required, and prepare GST/HST facts for self-entry or CPA handoff. Accepts prior skill output, income summaries, and filing records. Produces a provisional GST/HST fact summary with registration status, ITC candidates, flags, and downstream routing.

Review shareholder loan and corporate expense leakage facts for a Canadian IT contractor who operates through a corporation. Use when personal expenses may have been paid by the corporation, or corporate funds may have been used for non-business purposes, creating shareholder benefit or loan account issues. Accepts prior skill output and expense or payment descriptions. Produces a provisional leakage fact summary with flags and downstream routing.

Generate a structured CPA handoff summary for a Canadian IT contractor after income, expenses, and supporting facts have been organized by earlier skills. Use when the user wants to hand their file to a CPA for review and filing, needs a practitioner-facing summary of organized facts and open issues, or wants a clear list of what is ready, what is uncertain, and what requires professional judgment. Reads prior skill outputs and produces a fact-organized handoff package with flags, questions, and reviewer guidance.

Organize business-use-of-home facts and amounts for form T2125 for a Canadian IT contractor. Use when the user works from a home office and needs to identify eligible home expenses, calculate a reasonable workspace allocation, and prepare a structured mapping for self-entry or CPA handoff. Accepts prior skill output, expense lists, floor plan descriptions, and lease or mortgage details. Produces a provisional business-use-of-home mapping with allocation method, support strength, flags, and downstream routing.

Organize capital asset facts and capital cost allowance information for form T2125 for a Canadian IT contractor. Use when the user has purchased equipment, computers, software, or other assets that may require CCA treatment rather than immediate expensing. Accepts prior skill output, purchase records, and asset descriptions. Produces a provisional capital asset mapping with CCA class candidates, support strength, flags, and downstream routing.

Organize remaining business expenses that do not fit standard T2125 expense lines for a Canadian IT contractor. Use after routine operating, meals, home office, and capital asset skills have run, to capture leftover or unusual items that may still be legitimate business expenses. Accepts prior skill output and expense lists. Produces a provisional other-expenses mapping with support strength, flags, and downstream routing.

Review foreign income, US-source income, and platform income facts for a Canadian IT contractor. Use when the user earns income from US clients, foreign platforms, or non-Canadian sources and needs to organize amounts, withholding, and reporting facts for T1 and T2125 entry or CPA handoff. Accepts prior skill output, platform payment records, and foreign tax documents. Produces a provisional foreign income summary with source flags, withholding notes, and downstream routing.

Review tax instalment payments and prior tax balances for a Canadian IT contractor. Use when the user made quarterly tax instalments during the year, has a prior-year balance owing, or needs to organize tax payment facts for T1 entry or CPA handoff. Accepts prior skill output, CRA notices, and payment records. Produces a provisional instalment and tax payment summary with flags and downstream routing.

Review personal services business risk facts for a Canadian IT contractor operating through a corporation. Use when the user earns contract income through a corporation and there is a risk the arrangement may be characterized as a personal services business by CRA. Accepts engagement descriptions, client relationships, and incorporation facts. Produces a provisional PSB risk fact summary with flags and downstream routing. This skill organizes facts only and does not determine PSB status.

Review the overall reasonableness of reported net business income for a Canadian IT contractor before final summary or CPA handoff. Use after income and expense skills have run to identify obvious gaps, unusual ratios, or totals that appear inconsistent with the facts provided. Accepts prior skill outputs and income or expense summaries. Produces a reasonableness assessment with flags and downstream routing. This skill flags concerns only and does not verify amounts.

Generate a grouped-by-form self-entry summary for a Canadian IT contractor after income, expenses, and supporting facts have been organized by earlier skills. Use when the user wants a plain-language summary for tax software entry, needs amounts grouped by T1 and T2125 areas, or wants to see which items are ready, unclear, or require CPA review before entry. Reads prior skill outputs and produces a form-grouped summary with readiness labels, missing items, review warnings, and next steps.

Organize the expense categories of a Canadian IT contractor before deeper T2125 field mapping begins. Use when the user needs to sort business expenses into major buckets, identify possible capital items, separate mixed or unclear spending, or check what expense support is missing before preparing T2125 fields or related summaries. Accepts expense logs, bookkeeping exports, transaction summaries, receipts, and chat descriptions. Produces a grouped expense category map with support status, flags, and downstream routing toward T2125 field skills.

Organize likely meals and entertainment expenses for line 8523 of form T2125 for a Canadian IT contractor after expense categories have already been identified. Use when the user needs to review restaurant, coffee meeting, client meal, or similar expenses, separate likely business meals from personal or unclear charges, or prepare a structured mapping for self-entry or CPA handoff. Accepts prior skill output, expense logs, receipts, and transaction summaries. Produces a provisional line 8523 mapping with support strength, business purpose flags, and downstream routing.

Organize likely routine operating expenses for form T2125 for a Canadian IT contractor after expense categories have already been identified. Use when the user needs to group recurring business expenses into practical T2125 expense buckets, separate routine operating costs from meals, home office, travel, vehicle, or possible capital items, or prepare a structured mapping for self-entry or CPA handoff. Accepts prior skill output, expense logs, bookkeeping exports, and transaction summaries. Produces a provisional routine expense mapping with support strength, flags, and downstream routing.