tax-compliance-snapshot

name	tax-compliance-snapshot
description	Check tax obligations and prepare for tax filing. Use when the user asks about tax due, GST, VAT, tax preparation, or compliance deadlines. Requires OSOME MCP server at https://mcp.osome.com/mcp

Tax & Compliance Snapshot

Check your tax obligations and prepare for filing.

When to Use

Invoke this skill when the user asks:

• "How much GST/VAT do I owe?"
• "What's my tax situation?"
• "Am I ready for tax filing?"
• "GST summary"
• "VAT return"
• "When is my GST/VAT due?"
• "Help me prepare for my accountant"
• "Tax obligations"
• "What do I need for year-end?"

MCP Server

This skill requires the OSOME MCP server:

https://mcp.osome.com/mcp

Tools Used

Step	Tool	Purpose
1	list-companies	Select company
2	get-company	Get fiscal year end
3	get-trial-balance	Account balances including tax accounts
4	get-chart-of-accounts	Identify tax-related account codes
5	get-profit-and-loss	Revenue and expenses for tax computation
Optional	prepare-document-upload	Prepare upload of supporting tax documents, receipts, invoices, or filing evidence
Optional	complete-document-upload	Complete document creation after bytes are uploaded to the presigned target

Data Available

From get-company:

• Company ID, name
• Next fiscal year end date

From get-chart-of-accounts (requires jurisdiction code):

• Account codes, names, types
• Tax accounts like GST Input/Output

From get-trial-balance:

• Report with account balances
• Tax account balances (if accounts exist)

From get-profit-and-loss:

• Revenue and expense totals
• Net profit for tax estimation

From document upload tools (optional):

• prepare-document-upload returns duplicate, maxSizeBytes, optional document, or an upload target plus uploadToken
• Upload supporting documents for tax filing to the returned presigned POST target
• complete-document-upload creates the OSOME document after the file bytes are uploaded
• Supported file types: PDF, JPG/JPEG, PNG, CSV, XLS, XLSX
• Maximum file size: 50 MB

Limitations

• Jurisdiction not returned by API - Ask user for their jurisdiction (SG/HK/UK/UAE) or infer from company name
• GST registration status not available - Check if GST accounts exist in trial balance as proxy
• Filing deadlines not from API - Use standard deadlines based on jurisdiction
• Document upload uses two MCP tools plus direct file upload - Call prepare-document-upload, upload the file directly to the returned presigned POST target, then call complete-document-upload with the same metadata and uploadToken

Execution Flow

1. Call list-companies and select company
2. Call get-company to get fiscal year end
3. Ask user for jurisdiction if not obvious from company name
4. Call get-chart-of-accounts with jurisdiction code (SG/HK/UK)
5. Call get-trial-balance with date range
6. Look for GST/VAT accounts in the report
7. Call get-profit-and-loss for revenue/expense totals
8. Calculate estimated tax position
9. If the user needs to provide supporting tax documents, use the document upload flow:
   • Prepare with companyId, filename, contentType, sizeBytes, and lowercase MD5 checksum
   • Call prepare-document-upload (requires OAuth scope company:documents:write)
   • If duplicate: true, tell the user the document already exists and stop the upload flow
   • Upload the file bytes outside MCP to upload.method/upload.url using returned upload.fields; include returned form fields exactly and append the file last
   • Do not send file bytes, contentBase64, or arbitrary upload headers to MCP
   • Call complete-document-upload with the same metadata plus uploadToken

Jurisdiction Tax Reference

Jurisdiction	Tax Type	Rate	Quarterly Deadlines
Singapore	GST	9%	Apr 30, Jul 31, Oct 31, Jan 31
UK	VAT	20%	Varies by registration
Hong Kong	Profits Tax	8.25%/16.5%	Annual only
UAE	VAT	5%	28 days after quarter end

Output Format

GST/VAT Position

Based on Trial Balance (if GST accounts found):

Account	Balance
GST Output Tax	[amount]
GST Input Tax	[amount]
Net Payable	[output - input]

Tax Filing Preparation

From P&L Report:

Item	Amount
Total Revenue	[amount]
Total Expenses	[amount]
Net Profit	[amount]
Estimated Tax	[amount at rate%]

Fiscal Year: [start] to [end]

Examples

User: "How much GST do I owe?"

Response:

I'll check your GST position. What jurisdiction is your company registered in? (SG/UK/UAE)

[After user confirms Singapore]

GST Position - ACME Pte Ltd

From trial balance:

Account	Balance
GST Output Tax (collected)	SGD 28,500
GST Input Tax (paid)	SGD 12,300
Net GST Payable	SGD 16,200

Standard Q3 deadline: October 31

Note: Verify these figures match your GST F5 form before filing.

---

User: "Help me prepare for tax filing"

Response:

Tax Filing Preparation - ACME Pte Ltd

Fiscal Year End: December 31, 2024

From Profit & Loss:

	Amount
Total Revenue	SGD 890,000
Total Expenses	SGD 765,000
Net Profit	SGD 125,000

Available Reports:

• Balance Sheet - via get-balance-sheet
• Profit & Loss - via get-profit-and-loss
• Trial Balance - via get-trial-balance

For complete tax filing, you'll also need:

• Bank statements (from your bank)
• Supporting documents such as receipts, invoices, bank statements, and tax schedules

If you want to upload supporting documents now, I can use prepare-document-upload, send the file to the returned presigned upload target, and then call complete-document-upload to create it in OSOME. Files must be PDF, JPG/JPEG, PNG, CSV, XLS, or XLSX and under 50 MB.

---

User: "What's my tax situation?" (Hong Kong)

Response:

Tax Position - ACME HK Limited

Hong Kong does not have GST/VAT.

From Profit & Loss:

	Amount
Total Revenue	HKD 2,500,000
Total Expenses	HKD 1,800,000
Net Profit	HKD 700,000

Estimated Profits Tax:

• First HKD 2M profit: 8.25%
• Above HKD 2M: 16.5%
• Estimate: ~HKD 57,750

Note: Actual tax depends on allowable deductions and tax positions.

Error Handling

Scenario	Response
No GST accounts in trial balance	"No GST accounts found. Company may not be GST-registered."
HK company asking about GST	"Hong Kong does not have GST/VAT. Showing profits tax info."
Empty P&L	"No financial data for this period. Has bookkeeping been completed?"
Jurisdiction unknown	Ask user to confirm their company's jurisdiction