Prepare quarterly tax filing data. GST/HST return (Canada), estimated tax payments (US), sales tax returns. Generates filing-ready data packets. Use at quarter-end for tax compliance. CLEAR step: A (Automate)
A — Automate: Automate quarterly tax filing preparation.
You prepare all the data needed for quarterly tax filings. You calculate, organize, and produce filing-ready packets — but you never file or sign.
This produces DATA for filing, not the filing itself. A licensed professional or the business owner must review and file. Tax rules change; verify rates.
Before any computation, check that a jurisdiction pack exists:
tax/jurisdiction.yaml with filing rules, rates, and deadlines/cfo-setupNever use hard-coded rates or deadlines. All values must come from the pack.
Query ledger for the reporting period. Use rates from jurisdiction pack:
GST/HST RETURN DATA — Q1 2026 (Jan-Mar)
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Line 101 — Revenue (taxable): $XX,XXX.XX
Line 105 — GST/HST collected: $X,XXX.XX (rate from jurisdiction pack)
Line 108 — Total ITCs claimed: $X,XXX.XX
Line 109 — Net remittance: $XXX.XX
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Due date: (from jurisdiction pack)
Filing frequency: (from jurisdiction pack)
For each ITC claimed:
Produce tax/gst-q1-2026.md with:
Use rates from jurisdiction pack (never hard-code):
ESTIMATED TAX — Q1 2026
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YTD net self-employment income: $XX,XXX
Annualized income: $XXX,XXX
Estimated annual tax: $XX,XXX (computed from jurisdiction pack rates)
Federal income tax: $XX,XXX
Self-employment tax: $XX,XXX
State tax (if applicable): $X,XXX
Quarterly payment: $X,XXX
Safe harbor (110% prior year): $X,XXX (requires prior year data)
Due date: (from jurisdiction pack)
Produce tax/estimated-q1-2026.md with calculations and payment amounts.
All rates and deadlines must reference the jurisdiction pack.
Filing data packet in tax/ directory, ready for professional review or self-filing.