| name | jaz-jobs |
| version | 5.25.2 |
| description | Use this skill for recurring accounting workflows — month/quarter/year-end close, bank reconciliation, GST/VAT filing, payment runs, credit control, supplier recon, audit prep, fixed asset review, and Singapore Form C-S tax computation. 12 job playbooks that sequence real platform tools into complete business processes. Also use when the user mentions closing the books, period-end, tax filing, or any operational accounting task. |
| license | MIT |
| compatibility | Works with Claude Code, Claude Cowork, Claude.ai, and any agent that reads markdown. For API payloads, load the jaz-api skill. For individual transaction patterns, load the jaz-recipes skill. |
Jobs Skill
You are helping an SMB accountant or bookkeeper complete recurring accounting tasks in Jaz — period-end closes, bank reconciliation, tax filing, payment processing, and operational reviews. These are the real jobs that keep the books accurate and the business compliant.
Jaz-native, not generic. Every job in this skill names specific Jaz tools (search_invoices, quick_reconcile, bulk_finalize_drafts, reconcile_with_payments, report tools like generate_trial_balance, download_export), Jaz reconciliation modes, and Jaz capsule patterns. It is NOT an interchangeable accounting workflow reference; it is the operating manual for running these processes through the Jaz platform tools. When the playbook says "match bank entries", it means call the 5-phase cascade matcher (clio jobs bank-recon match for a local CLI run, or follow the cascade logic in references/bank-match.md and drive the reconcile_* tools directly), not "use any matching algorithm".
Jobs combine recipes, calculators, and platform tools into complete business processes. If recipes are ingredients, jobs are the meal. Each per-job reference is the canonical end-to-end orchestration: it lists the phases, and for each step names the exact report tool, recipe, or API call to run.
How to run a job
You orchestrate the real platform tools directly, following the phase sequence in the per-job reference:
- Hosted / MCP agent (no shell): the per-job reference is your checklist. Walk its phases in order and call the named platform tools —
plan_recipe / execute_recipe, search_invoices / search_bills / search_bank_records, the generate-reports/* report tools (generate_trial_balance, generate_aged_ar, generate_vat_ledger, …), reconcile_*, create_journal, bulk_finalize_drafts, update_account lockDate, and so on. There is no separate "blueprint tool" to call — the reference IS the plan.
- Local CLI convenience: if you're running
clio in a terminal (e.g. Claude Code), clio jobs <type> --json prints the same phased checklist for the period so a human or script can follow it. This is a convenience, not the main path for a hosted agent — the platform tools above are the path that actually does the work.
When to Use This Skill
- Closing the books for a month, quarter, or year
- Catching up on bank reconciliation (with automated pre-matching)
- Collecting and uploading client documents (invoices, bills, bank statements)
- Preparing GST/VAT returns for filing
- Running a payment batch to clear outstanding bills
- Chasing overdue invoices (credit control)
- Reconciling supplier statements against AP ledger
- Preparing for an audit or tax filing
- Reviewing the fixed asset register
Job Catalog
Period-Close Jobs (Layered)
Period-close jobs build on each other. Quarter = month + extras. Year = quarter + extras. Each level runs standalone by default (includes all steps from lower levels). Use --incremental to generate only the extras.
| Job | CLI (local convenience) | Description |
|---|
| Month-End Close | clio jobs month-end --period YYYY-MM | 5 phases: pre-close prep, accruals, valuations, verification, lock. The foundation. |
| Quarter-End Close | clio jobs quarter-end --period YYYY-QN | Month-end for each month + GST/VAT, ECL review, bonus accruals, intercompany, provision unwinding. |
| Year-End Close | clio jobs year-end --period YYYY | Quarter-end for each quarter + true-ups, dividends, retained-earnings rollover, audit prep, final lock. |
Ad-Hoc Jobs
| Job | CLI (local convenience) | Description |
|---|
| Bank Recon | clio jobs bank-recon | Clear unreconciled items: match, categorize, resolve. Match to EXISTING open bills/invoices/payments (reconcile_with_payments) is the primary path — create-new only when nothing matches. Drive end-to-end via the view_auto_reconciliation decision gate (auto-commit high-confidence, checkpoint the rest — see references/bank-recon.md Step 4a). Cascade matcher: clio jobs bank-recon match. |
| Document Collection | clio jobs document-collection | Scan and classify client documents from local directories and cloud links (Dropbox, Drive, OneDrive). Outputs file paths for upload via Jaz Magic. Ingest helper: clio jobs document-collection ingest. |
| GST/VAT Filing | clio jobs gst-vat --period YYYY-QN | Tax ledger review, discrepancy check, filing summary. |
| Payment Run | clio jobs payment-run | Select outstanding bills by due date, process payments. |
| Credit Control | clio jobs credit-control | AR aging review, overdue chase list, bad debt assessment. Run on-demand when AR aging deteriorates. |
| Supplier Recon | clio jobs supplier-recon | AP vs supplier statement, identify mismatches. Run for major suppliers and at year-end for audit AP confirmations. |
| Audit Preparation | clio jobs audit-prep --period YYYY | Compile reports, schedules, reconciliations for auditor/tax. |
| FA Review | clio jobs fa-review | Fixed asset register review, disposal/write-off processing. Run as part of year-end. |
| Statutory Filing | clio jobs statutory-filing | Corporate income tax computation. CLI engines: clio jobs statutory-filing sg-cs (Form C-S computation), clio jobs statutory-filing sg-ca (capital allowance schedule). See the SG Form C-S section below. |
How Jobs Work
Each per-job reference is a phased checklist of steps. Each step names:
- API call — the exact platform tool + request body to execute the step
- Recipe reference — link to the transaction-recipes skill for complex accounting patterns
- Calculator command —
clio calc command for independent financial cross-checks
- Verification check — how to confirm the step was completed correctly
- Conditional flag — steps that only apply in certain situations (e.g., "only if multi-currency org")
Steps that carry real judgment (hold, defer, accept a variance, resume after a failure) also name the jot to record at that moment via the jot tool. Mechanical steps never do: a jot marks a choice among real alternatives, not activity.
For AI agents (hosted or CLI): walk the phases in the per-job reference and call the named platform tools directly. Use the jaz-api skill for payload shapes.
For developers / scripts: clio jobs <type> --json prints the phased checklist as JSON to drive automation pipelines.
For accountants: use the formatted checklist (clio jobs <type>) to work through the close systematically.
CLI Usage (local convenience)
These commands print the phased checklist for a period. They are a terminal convenience — a hosted agent drives the platform tools named in each reference directly.
clio jobs month-end --period 2025-01 [--currency SGD] [--json]
clio jobs quarter-end --period 2025-Q1 [--incremental] [--json]
clio jobs year-end --period 2025 [--incremental] [--json]
clio jobs bank-recon [--account "DBS Current"] [--period 2025-01] [--json]
clio jobs gst-vat --period 2025-Q1 [--json]
clio jobs payment-run [--due-before 2025-02-28] [--json]
clio jobs credit-control [--overdue-days 30] [--json]
clio jobs supplier-recon [--supplier "Acme Corp"] [--period 2025-01] [--json]
clio jobs audit-prep --period 2025 [--json]
clio jobs fa-review [--json]
Relationship to Other Skills
| Skill | Role |
|---|
| jaz-api | Provides the exact API payloads for each step (field names, gotchas, error handling) |
| jaz-recipes | Provides the accounting patterns for complex steps (accruals, FX reval, ECL, etc.) |
| jaz-jobs (this skill) | Combines recipes + platform tools into sequenced, verifiable business processes |
Load all three skills together for the complete picture. Jobs reference recipes by name — read the referenced recipe for implementation details.
Supporting Files
- references/building-blocks.md — Shared concepts: accounting periods, lock dates, period verification, conventions
- references/month-end-close.md — Month-end close: 5 phases, ~18 steps
- references/quarter-end-close.md — Quarter-end close: monthly + quarterly extras
- references/year-end-close.md — Year-end close: quarterly + annual extras
- references/bank-recon.md — Bank reconciliation catch-up
- references/bank-match.md — Bank reconciliation matcher: 5-phase cascade algorithm (1:1, N:1, 1:N, N:M matches)
- references/document-collection.md — Document collection: scan, classify, upload — local + cloud (Dropbox, Drive, OneDrive)
- references/gst-vat-filing.md — GST/VAT filing preparation
- references/payment-run.md — Payment run (bulk bill payments)
- references/credit-control.md — Credit control / AR chase
- references/supplier-recon.md — Supplier statement reconciliation
- references/audit-prep.md — Audit preparation pack
- references/fa-review.md — Fixed asset register review
Tax Computation — Singapore Form C-S
Corporate income tax computation for Singapore-incorporated companies. The AI agent acts as the tax wizard — pulling data from Jaz, classifying GL items, asking the user targeted questions, and assembling the input for the CLI computation engine.
Scope: Form C-S (revenue ≤ $5M, 18 fields) and Form C-S Lite (revenue ≤ $200K, 6 fields). NOT Form C.
How It Works
┌──────────────────────────────┐ ┌───────────────────────────────┐
│ Reference Docs (this skill) │ │ CLI Computation Engine │
│ "The Wizard Script" │ │ clio jobs statutory-filing sg-cs [--json] │
│ - Guides AI agent │ │ - Pure deterministic math │
│ - API calls to make │ │ - Accepts structured JSON │
│ - Questions to ask user │ │ - Outputs workpaper + │
│ - Classification rules │ │ Form C-S fields + │
│ - SG tax rules reference │ │ carry-forwards │
└──────────────┬───────────────┘ └───────────────┬───────────────┘
│ │
└────────► AI Agent ◄────────────────┘
1. Reads reference docs
2. Pulls Jaz API data
3. Classifies GL items
4. Asks user questions
5. Assembles input JSON
6. Runs clio jobs statutory-filing sg-cs
7. Presents results + filing guidance
CLI Commands
clio jobs statutory-filing sg-cs --input tax-data.json [--json]
echo '{ "ya": 2026, ... }' | clio jobs statutory-filing sg-cs --json
clio jobs statutory-filing sg-cs --ya 2026 --revenue 500000 --profit 120000 --depreciation 15000 --exemption pte [--json]
clio jobs statutory-filing sg-ca --input assets.json [--json]
clio jobs statutory-filing sg-ca --ya 2026 --cost 50000 --category general --acquired 2024-06-15 [--json]
Tax Reference Files
- references/sg-tax/overview.md — SG CIT framework: 17% rate, YA concept, Form C-S eligibility, key deadlines
- references/sg-tax/form-cs-fields.md — All 18 Form C-S + 6 C-S Lite fields with IRAS labels and CLI mapping
- references/sg-tax/wizard-workflow.md — Step-by-step wizard procedure for AI agents (the main playbook)
- references/sg-tax/data-extraction.md — How to pull P&L, TB, GL, FA data from Jaz API for tax purposes
- references/sg-tax/add-backs-guide.md — Classification guide: which expenses are non-deductible
- references/sg-tax/capital-allowances-guide.md — CA rules per asset category with IRAS sections
- references/sg-tax/ifrs16-tax-adjustment.md — IFRS 16 lease reversal procedure
- references/sg-tax/enhanced-deductions.md — R&D, IP, donations 250%, S14Q renovation
- references/sg-tax/exemptions-and-rebates.md — SUTE, PTE, CIT rebate schedule
- references/sg-tax/losses-and-carry-forwards.md — Set-off order, loss/CA/donation carry-forward rules
