| name | jaz-jobs |
| version | 5.2.4 |
| 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 with CLI blueprints and paired tools. 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. For the engagement-type wrapper that invokes these blueprints inside a client workspace, load the jaz-practice skill (see `jaz-practice/references/<engagement-type>.md` for canonical engagement-type definitions). |
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.
Jobs combine recipes, calculators, and API calls into complete business processes. If recipes are ingredients, jobs are the meal.
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 Command | Description |
|---|
Month-End Close (generate_month_end_blueprint) | clio jobs month-end --period YYYY-MM | 5 phases: pre-close prep, accruals, valuations, verification, lock. The foundation. Used in: monthly-close engagement (see jaz-practice/references/monthly-close.md). |
Quarter-End Close (generate_quarter_end_blueprint) | clio jobs quarter-end --period YYYY-QN | Month-end for each month + GST/VAT, ECL review, bonus accruals, intercompany, provisions. Used in: monthly-close engagement (3-month roll-up at quarter boundary; see jaz-practice/references/monthly-close.md). |
Year-End Close (generate_year_end_blueprint) | clio jobs year-end --period YYYY | Quarter-end for each quarter + true-ups, dividends, CYE rollover, audit prep, final lock. Used in: annual-statutory engagement (see jaz-practice/references/annual-statutory.md). |
Ad-Hoc Jobs
| Job | CLI Command | Description |
|---|
Bank Recon (generate_bank_recon_blueprint) | clio jobs bank-recon | Clear unreconciled items: match, categorize, resolve. Paired tool: clio jobs bank-recon match. Used in: monthly-close engagement (run as part of every period close; see jaz-practice/references/monthly-close.md). |
Document Collection (generate_document_collection_blueprint) | clio jobs document-collection | Scan and classify client documents from local directories and cloud links (Dropbox, Drive, OneDrive). Outputs file paths for agent upload. Paired tool: clio jobs document-collection ingest. Used in: onboarding flow (initial client doc capture; see jaz-practice/references/onboarding.md) and the open phase of every engagement (monthly-close, quarterly-gst, annual-statutory). |
GST/VAT Filing (generate_gst_vat_blueprint) | clio jobs gst-vat --period YYYY-QN | Tax ledger review, discrepancy check, filing summary. Used in: quarterly-gst engagement (see jaz-practice/references/quarterly-gst.md). |
Payment Run (generate_payment_run_blueprint) | clio jobs payment-run | Select outstanding bills by due date, process payments. Used in: monthly-close engagement (AP cycle inside the period close; see jaz-practice/references/monthly-close.md). |
Credit Control (generate_credit_control_blueprint) | clio jobs credit-control | AR aging review, overdue chase list, bad debt assessment. Used in: ad-hoc engagement (run on-demand when AR aging deteriorates; not tied to a recurring engagement type). |
Supplier Recon (generate_supplier_recon_blueprint) | clio jobs supplier-recon | AP vs supplier statement, identify mismatches. Used in: annual-statutory engagement (audit AP confirmations; see jaz-practice/references/annual-statutory.md) and ad-hoc engagement (when statement mismatches surface mid-period). |
Audit Preparation (generate_audit_prep_blueprint) | clio jobs audit-prep --period YYYY | Compile reports, schedules, reconciliations for auditor/tax. Used in: annual-statutory engagement (see jaz-practice/references/annual-statutory.md). |
FA Review (generate_fa_review_blueprint) | clio jobs fa-review | Fixed asset register review, disposal/write-off processing. Used in: annual-statutory engagement (asset register sign-off as part of year-end; see jaz-practice/references/annual-statutory.md). |
Statutory Filing (generate_statutory_filing_blueprint) | clio jobs statutory-filing | Corporate income tax computation and filing. Paired tools: clio jobs statutory-filing sg-cs, clio jobs statutory-filing sg-ca. Used in: annual-statutory engagement (see jaz-practice/references/annual-statutory.md). |
How Jobs Work
Each job produces a blueprint — a phased checklist of steps, each annotated with:
- API call — the exact endpoint + request body to execute the step
- Recipe reference — link to the transaction-recipes skill for complex accounting patterns
- Calculator command —
clio calc command for financial calculations
- 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")
For AI agents: Read the blueprint and execute each step using the jaz-api skill for payloads.
For developers: Use --json output to build automation pipelines.
For accountants: Use the formatted checklist to work through the close systematically.
CLI Usage
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 + API into sequenced, verifiable business processes |
| jaz-practice | Wraps these blueprints inside the practitioner's client + engagement context. The 12 blueprints map to engagement types: month-end / quarter-end / bank-recon / payment-run → monthly-close; gst-vat → quarterly-gst; year-end / audit-prep / fa-review / supplier-recon / statutory-filing → annual-statutory; document-collection → onboarding flow + every engagement open phase; credit-control → ad-hoc. |
Load all three skills together for the complete picture. Jobs reference recipes by name — an AI agent should read the referenced recipe for implementation details. When invoked from inside a client folder, jaz-practice supplies the CLIENT.md context (COA, materiality, JAZ_API_KEY override) that these blueprints consume.
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
