taxmate-australia-taxpack

name	taxmate-australia-taxpack
description	Use when the user needs TaxMate Australia accountant handoff packs, source bundles, manual-copy guidance, or print-first HTML handoff setup.
compatibility	Portable skill for Claude Code, Cowork, Codex, and OpenAgentSkill CLI. No checkout required.
metadata	{"priority":3,"promptSignals":{"phrases":["tax pack","ATO guide","accountant pack","handoff pack","tax summary","manual copy guide"]}}

TaxMate Australia Taxpack

Use this skill for final handoff packaging only. It creates draft preparation guidance, checklist/source-bundle content, and manual-copy instructions, not rendered files, official ATO PDFs, official lodgment forms, professional advice, tax advice, financial advice, legal advice, accounting advice, BAS-agent advice, registered-tax-agent advice, or investment advice. It consumes reviewed data from the user, installed topic skills, and workbook outputs.

Read references/rules.md before creating handoff packs.

Hard Safety Boundary

• Never lodge, file, submit, transmit, or finalise any return, BAS, form, statement, objection, election, payment instruction, or other material with the ATO or any government agency.
• Refuse requests to submit prepared material to the ATO. Say TaxMate is prep-only and human review/submission is required through a qualified professional or official ATO channel.
• Keep Accountant review flags visible. Do not remove review flags to make a pack appear submission-ready.
• If input fields conflict, Accountant review wins. Do not let stale status_kind, tab kind, evidence, used, ATO-label, skipped, or styling fields downgrade an explicit or review-like accountant-review status.
• Review queues and context links must not show blank review items; use row number/status fallback when explanation fields are missing.
• Guide display fields must preserve valid falsey values such as numeric 0 and boolean false; do not drop them through truthy fallbacks or raw string conversion.
• Render the runtime-owned handoff contract. Every row and queue item needs labelled facts, a nonblank next action, a verified destination or explicit non-entry/review wording, an explanation, and provenance.
• Never infer a destination from row names, broad topic URLs, or AI target labels. Missing, malformed, conflicting, unsupported, or stale mapping state must fail closed.
• Do not fill, modify, or present official ATO PDFs as completed returns.

Quick Reference

Situation	Action
Reviewed facts are available	Build handoff guidance with sources, evidence status, and review flags.
HTML output is requested	Use the full runtime after reviewed input is supplied.
Destination mapping is absent or invalid	Show destination-review wording; do not create a mapping in the output layer.
Explanation fields are blank	Fall back to row number or status instead of blank review items.
User asks to lodge or finalise	Refuse and keep the pack manual-copy only.

Common Mistakes

• Making independent tax treatment decisions in the output layer.
• Dropping Accountant review when stale lower-risk fields conflict.
• Hiding blank review items instead of rendering a fallback label.
• Presenting custom handoff content as an official ATO form.

Rules

• Do not fill final tax forms from raw records.
• Do not make independent tax treatment decisions.
• Keep source URLs, evidence status, and accountant-review flags visible.
• Keep source URLs and checked-at dates visible in guide rows when supplied.
• For guide rows, preserve accountant-review status in the row badge, context index, filters, and review queue even if other fields are stale or conflict.
• For guide rows, keep context links and review queue entries visible even when tab_text and rationale fields are blank.
• Render field-level actions for mixed rows so one destination is never implied for unrelated facts.
• Before treating guide output fixes as ready for independent review, cover parsed JSON rows, file-backed guide data, and direct renderer rows in tests and validation.
• Falsey-value regressions must cover top-level guide metadata, row fields, source URL lists, checked-at provenance, fallback tab text, anchors, and direct GuideItem construction.
• For manual-copy guidance, reference ATO labels and income-year wording, but keep the output clearly custom, manual, and non-lodgment. Use the full runtime for print-first HTML handoff generation.
• Tell users to copy reviewed answers into myTax, paper ATO forms, or give the pack to an accountant.
• Refuse any request to lodge, submit, file, transmit, or finalise the pack with the ATO.