taxact-business-c-corp-filing-packet

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:

1. tax worksheet YAML
2. filing guide / line-by-line entry guide
3. strategy decisions memo
4. reconciliation memos (1099s, reimbursements, deductions)
5. depreciation or cost-seg support
6. state filing notice / state filing data
7. 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:

1. worksheet / structured numeric source
2. filing guide
3. strategy memo
4. reconciliation memo(s)
5. depreciation support
6. state filing support

Phase 2 — Establish source-of-truth order

Declare the packet order explicitly before live filing. Recommended order:

1. worksheet YAML
2. filing guide
3. strategy memo
4. reconciliation memo(s)
5. depreciation support
6. state filing support
7. 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:

1. entity identity
2. tax year and filing deadline
3. expected filing path (TaxAct Business)
4. income components
5. major deductions
6. depreciation posture
7. expected federal result
8. state follow-on filing posture
9. material blockers
10. unresolved but low-impact questions

Phase 4 — Reconcile only the material categories

Work in this order:

1. gross receipts / 1099 / reimbursement treatment
2. deductible taxes and any basis adjustments
3. insurance / HOA / fees / other major deductions
4. Form 4562 / depreciation / cost-seg support
5. Schedule L / balance sheet support
6. 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:

1. entity profile / return setup
2. Form 1120 header facts
3. Form 8825 or rental-income sections if applicable
4. Form 4562 depreciation
5. Schedule K / other information
6. Schedule L / M-1 / M-2
7. final review
8. pre-submit gate
9. user approval
10. submit
11. 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.md
• Codex-tax-handover-prompt.md
• session exit note
• post-filing archive checklist
• state filing checklist

Output style

Be concise and operational:

1. readiness status
2. exact files reviewed
3. bottom-line expected result
4. material blockers only
5. 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