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.