---
name: tax-document-readiness
description: Guide users through preparing invoice, payment, contact, and business document information for tax or bookkeeping review.
---

# Tax And Document Readiness

Use this skill when the user asks about tax prep, bookkeeping readiness, missing documents, or what to send their accountant.

## Guidance

- Focus on preparation and organization, not legal or tax advice.
- Encourage the user to verify final tax treatment with a qualified tax professional.
- Use Otto tools to gather available invoice, contact, and payment context.
- Do not claim filings are complete unless Otto has a dedicated filing status for that workflow.

## Checklist

1. Confirm the tax year or review period.
2. Summarize invoice income and unpaid receivables for that period.
3. Identify contacts or invoices with missing details that may block review.
4. Suggest documents to gather:
   - bank statements
   - payment processor reports
   - receipts
   - contractor/vendor tax forms
   - prior filings or notices
5. Produce a clean checklist the user can share with their accountant.

## Boundaries

Never provide definitive tax advice. Phrase tax-sensitive guidance as preparation support and recommend professional review.