Coretax Ops Playbook

Overview

Use this skill to run safe, repeatable Coretax operations with minimal manual steps while keeping approvals and auditability clear.

Workflow Decision Tree

1. Clarify intent

• Are we logging in, preparing inputs, validating data, or submitting?
• If submitting or sending externally, stop and request approval.

2. Choose the execution path

• CLI-first: Use the Coretax CLI wrapper when possible.
• Browser only for captcha or blocked flows: Keep browser use minimal and document what was done.

3. Run pre-flight checks

• Confirm tax period, entity identifiers, and target document type.
• Confirm required input files exist (CSV/JSON/template).
• If anything is missing, produce a checklist and request missing data.

4. Execute task