AI Agent Workflow Collection

Sole trader and small business income, deductions, PSI, business-versus-hobby, losses, and evidence. Use for ABN and business income or expenses.

Run TaxMate Australia bounded calculator scaffolds for PAYG estimates, BAS arithmetic, CGT gains, FBT gross-up arithmetic, super guarantee minimums, and stamp-duty source routing. Use when full-runtime estimate scaffolds are needed.

General CGT events, dates, ownership, proceeds, cost base, losses, discounts, and complex review flags. Use for general CGT concepts and records.

Simplifies and refines code for clarity, consistency, and maintainability while preserving all functionality.

Crypto disposals, swaps, rewards, transfers, records, and CGT review boundaries. Use for crypto asset events and records.

Employee income, work-related expenses, records, exclusions, and conservative claim review. Use for employee income and work-related deductions.

Review Australian tax records and transaction CSVs for accountant handoff using TaxMate Australia. Use when full-runtime finance review, GST candidate triage, or evidence-gap classification is needed.

GST registration, credits, tax invoices, BAS reporting, PAYG instalment intersections, and guardrails. Use for GST registration, credits, tax invoices, and BAS preparation.

PAYG withholding, STP, TPAR, and employer reporting obligations. Use for employer withholding and reporting obligations.

Private health rebate, Medicare levy, Medicare levy surcharge, and insurer statement records. Use for private health and Medicare levy questions.

Rental property records, repairs versus capital works, private use, disposal, and property CGT review. Use for rental property records and property-related CGT.

Cross-topic records, receipts, substantiation, logbooks, and evidence gaps. Use for records and proof standards.

Shares, ETFs, managed funds, DRP, AMIT, distributions, and investment CGT records. Use for shares, ETFs, managed funds, investment income and related CGT records.

Personal super contributions, caps, SG touchpoints, deductions, and contribution records. Use for super contribution and record questions.

Route Australian tax-prep questions to the most specific installed TaxMate Australia portable skill. Use when the user asks for TaxMate Australia, Australian tax prep linked to ATO sources, or an unclear tax topic.

Calculator wrapper for conservative PAYG, BAS, CGT, FBT, super, and stamp-duty estimate scaffolds. Use when a local helper must route calculator requests into the full TaxMate Australia runtime.

Review wrapper for cleanly classifying Australian tax records, GST candidates, evidence gaps, and accountant-review queues. Use when a local helper must route finance review into the full runtime.

Use when the user wants a TaxMate Australia individual return prep pack, broad individual tax checklist, or full-runtime HTML handoff setup.

Handoff wrapper for packaging reviewed TaxMate Australia data into accountant-ready packs and future PDF/form drafts. Use when a local helper must route taxpack requests into the installed skill.

Workbook wrapper for converting reviewed TaxMate Australia data into structured, accountant-facing Excel outputs. Use when a local helper must route workbook requests into the installed skill.

Execute TaxMate Australia repo PR closeout, review hardening, and release delivery. Use when fixing or merging TaxMate Australia GitHub PRs, handling @Codex review comments, encoding repeated review lessons into guardrails/tests, running Gitleaks gates, merging Release Please PRs, verifying published tags/releases, or cleaning TaxMate worktrees/branches after release.

Prepare accountant handoff packs and future PDF/form outputs from reviewed TaxMate Australia data. Use for summary PDFs, checklists, source bundles, and later tax-form drafts from accountant-reviewed structured data.

Employee and home-business WFH records, fixed/actual methods, covered costs, and conservative review flags. Use for work-from-home expenses and evidence.

Create accountant-facing Excel workbook outputs from reviewed TaxMate Australia data. Use for taxpayer/spouse-separated and combined tax expense workbooks, BAS/GST summaries, ETF/super/private-health tabs, evidence checklists, and accountant-review queues.