ClawHub

QBO to Tax Bridge

v1.1.0

Map QuickBooks Online (QBO) chart of accounts and transaction categories to IRS tax schedules (Schedule C, E, F, 1120S, 1120, 1065, and more). Generate trial...

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by@samledger67-dotcom
MIT-0
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LicenseMIT-0 · Free to use, modify, and redistribute. No attribution required.
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Purpose & Capability
The skill's name and description match the instructions: it maps QBO chart-of-accounts data to IRS schedules and describes step-by-step CSV/Excel exports and mapping tables. One small inconsistency: it references features such as 'track crypto cost basis within QBO' and 'PTIN-backed advisory context' but does not provide any automated QBO API integration, OAuth flow, or required credentials — the workflow is strictly manual (export CSV/Excel). This is plausible but worth noting so users understand it is not an automated QBO connector.
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Instruction Scope
SKILL.md instructs the user to export Trial Balance, P&L, Balance Sheet from QBO and then map accounts to tax schedule lines. It does not instruct the agent to read unrelated system files, access unexpected environment variables, or transmit data to external endpoints. It does include tax-specific transformations (e.g., 50% meals haircut) and reclassification guidance appropriate to the stated purpose.
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Install Mechanism
No install spec or code files are present; the skill is instruction-only. This minimizes disk/network install risks.
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Credentials
No environment variables, credentials, or config paths are requested. That is proportionate given the skill relies on manual exports rather than automated API access. Users should note that any future automation (not present here) would reasonably require QBO credentials and should be evaluated separately.
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Persistence & Privilege
The skill does not request persistent or elevated privileges. always is false and there is no install behavior or configuration changes described.
Assessment
This skill is a self-contained, instruction-only mapping guide that relies on you exporting QBO reports manually—it does not ask for your QBO credentials. Before using: (1) do not paste or share QBO login credentials or API keys with the skill; (2) treat exported CSV/Excel files as highly sensitive financial data—store and transmit them securely; (3) validate all tax mappings and crypto cost-basis calculations with a licensed preparer (the SKILL itself disclaims providing legal advice); (4) if you later seek an automated connector, evaluate that integration separately (look for OAuth, least-privilege scopes, and a reputable install source); (5) test on non-production/sample data first and keep audit copies of any reclassifications or adjustments.

Like a lobster shell, security has layers — review code before you run it.

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License

MIT-0
Free to use, modify, and redistribute. No attribution required.
Termshttps://spdx.org/licenses/MIT-0.html

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