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Invoicing and Tax Checklist

Builds a Word checklist of invoicing and tax questions to confirm before invoicing a deal

Source Download skill
Repository
genspark-ai/genoffice
Stars
11,537
Licence
Apache-2.0
Files
1 file

What it does

Once installed, the agent turns a description of a business transaction into a structured Word document: a checklist of invoicing fields, tax questions to confirm, risk notes and records to keep. It deliberately does not supply tax rates or conclusions; every rate is a placeholder and every open question is listed for you or a tax professional to check. It also asks for missing facts such as region, entity type and whether the contract amount includes tax.

Great for

  • Freelancers or small businesses preparing an invoice for a new client or deal
  • Finance or operations staff who want a first-pass checklist before a tax adviser review
  • Anyone invoicing across borders who needs a list of questions to raise

Skip it if

  • Getting a definitive answer on how much tax is owed, since the skill is designed not to give rates or conclusive opinions and relies on local rules the user must confirm
  • Filing returns or replacing a qualified tax professional, because the skill itself says a professional should review before invoicing and filing

Try asking

  • “What should I watch for when invoicing this consulting deal to a client in another country?”
  • “Put together an invoicing and tax checklist for this software licence project, delivered as a Word document”
  • “Create a record-retention list and risk notes for a construction contract with staged payments”
Step-by-step guide: how to use Invoicing and Tax ChecklistInstall, first run, examples, tips and FAQs

Install in 3 steps

  1. 1

    Download the skill

    The ZIP contains the 1 original files, the Apache-2.0 licence and an attribution note.

    invoice-tax-checklist.zip
  2. 2

    Add it to your agent

    Claude Code (all projects)

    mkdir -p ~/.claude/skills && unzip invoice-tax-checklist.zip -d ~/.claude/skills/

    Claude Code / Agent SDK (this project only)

    mkdir -p .claude/skills && unzip invoice-tax-checklist.zip -d .claude/skills/

    Claude apps (web/desktop): Settings → Capabilities → Skills → Upload skill, and choose the ZIP.

  3. 3

    Ask for the task

    No special command needed — the agent reads the skill's description and loads it when your request matches. Try one of the prompts above.

Get better results

  • Give the region, seller and buyer entity types, and whether the amount is tax-inclusive up front so the checklist is more complete
  • Upload invoice images only if you want field-by-field comparison; verify any real invoice through official tax authority channels
  • Treat the output as a prompt list and confirm the top open items with a local tax professional before invoicing

What's inside

  • SKILL.md

Redistributed unmodified from genspark-ai/genoffice under the Apache-2.0 licence. The assessment was drafted with AI from the skill's files on 2026-10-29. Skills can instruct your agent to run code — read SKILL.md and any scripts before installing.