taxmate-australia-workbook

---
name: taxmate-australia-workbook
description: Use when the user needs TaxMate Australia accountant-facing Excel workbook outputs from reviewed tax-prep data.
compatibility: Portable skill for Claude Code, Cowork, Codex, and OpenAgentSkill CLI. No checkout required.
metadata:
  priority: 4
  promptSignals:
    phrases:
      - "Excel workbook"
      - "spreadsheet"
      - "tax expense workbook"
      - "accountant spreadsheet"
      - "spouse and me"
      - "combined summary"
---

# TaxMate Australia Workbook

Use this skill for output rendering only. It creates draft accountant-facing artifacts, not lodgment-ready advice, tax advice, financial advice, legal advice, accounting advice, BAS-agent advice, registered-tax-agent advice, or investment advice. It must consume reviewed data and reviewed tax treatment from the user or installed topic skills; it must not create new tax logic.

Read `references/rules.md` before creating a workbook structure.

## 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 workbook content 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 workbook appear submission-ready.
- If input fields conflict, explicit or review-like `Accountant review` wins over stale evidence, used, ATO-label, skipped, status-kind, tab-kind, or styling fields.
- Review queues must not show blank review items; use row number/status fallback when explanation fields are missing.
- Workbook 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.
- Convert raw intake answers through the runtime intake contract before export, and neutralize spreadsheet formula prefixes in every CSV cell.

## Quick Reference

| Situation | Action |
| --- | --- |
| Reviewed rows are available | Preserve source, evidence, GST, claim, and review fields. |
| Data spans people or entities | Separate taxpayer, spouse/partner, joint, ABN, BAS, and investment tabs. |
| Status fields conflict | Keep `Accountant Review` visible. |
| User asks to submit | Refuse and keep the workbook prep-only. |

## Common Mistakes

- Creating new tax treatment inside the workbook layer.
- Dropping falsey values such as `0` or `false`.
- Exporting raw intake answers without conversion or formula-prefix neutralization.
- Hiding rows or review flags to make totals look cleaner.
- Marking BAS nil when GST collected or credits exist.

## Workbook Shape

Default tabs:

- `Read Me`
- `Primary Taxpayer - Employee`
- `Primary Taxpayer - ABN`
- `Spouse or Partner - Employee`
- `Spouse or Partner - ABN`
- `Joint / Combined`
- `GST BAS`
- `Company`, `Trust`, and `Partnership` entity sections when supplied
- `ETF / Investments`
- `Super`
- `Private Health`
- `Evidence Checklist`
- `Accountant Review`
- `Source URLs`

## Rules

- Separate employee and ABN/business expenses.
- Separate primary taxpayer, spouse or partner, joint, and entity records.
- Preserve gross, GST, GST-exclusive, claim %, claim amount, evidence, source URL, and review status.
- Put ambiguous rows in `Accountant Review`.
- Before treating workbook output fixes as ready for independent review, cover parsed rows, file-backed data, and direct workbook-row paths in tests and validation.
- Do not silently drop rows.
- Do not mark BAS nil when GST credits or GST collected exist.
- Use formulas only for transparent totals; keep source rows visible.
- Refuse any request to lodge, submit, file, transmit, or finalise workbook content with the ATO.

• SKILL.md 4 KB
• agents/openai.yaml 1 KB
• references/rules.md 2 KB
• references/topic-inputs.md 2 KB