Itr Wala
karanb192/itr-wala
File Indian income tax returns (ITR) for FY 2025-26 / AY 2026-27.
Generate a structured tax planning checklist and review framework for any individual or business context.
Install Tax Planning Checklist
$ npx skills add mohitagw15856/pm-claude-skills --skill tax-planning-checklist -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install mohitagw15856/pm-claude-skills tax-planning-checklist --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/tax-planning-checklist .claude/skills/tax-planning-checklist && rm -rf skills-srcUse ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.
Claude Code skills documentation · loads skills from .claude/skills/
Install the "tax-planning-checklist" agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/tax-planning-checklist into .claude/skills/tax-planning-checklist/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "tax-planning-checklist", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/tax-planning-checklistType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add mohitagw15856/pm-claude-skills --skill tax-planning-checklist -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install mohitagw15856/pm-claude-skills tax-planning-checklist --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/tax-planning-checklist .agents/skills/tax-planning-checklist && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "tax-planning-checklist" agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/tax-planning-checklist into .agents/skills/tax-planning-checklist/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "tax-planning-checklist", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add mohitagw15856/pm-claude-skills --skill tax-planning-checklist -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install mohitagw15856/pm-claude-skills tax-planning-checklist --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/tax-planning-checklist .cursor/skills/tax-planning-checklist && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "tax-planning-checklist" agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/tax-planning-checklist into .cursor/skills/tax-planning-checklist/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "tax-planning-checklist", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/mohitagw15856/pm-claude-skills.git --path skills/tax-planning-checklist--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add mohitagw15856/pm-claude-skills --skill tax-planning-checklist -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install mohitagw15856/pm-claude-skills tax-planning-checklist --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/tax-planning-checklist .gemini/skills/tax-planning-checklist && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "tax-planning-checklist" agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/tax-planning-checklist into .gemini/skills/tax-planning-checklist/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "tax-planning-checklist", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install mohitagw15856/pm-claude-skills tax-planning-checklistInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add mohitagw15856/pm-claude-skills --skill tax-planning-checklist -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/tax-planning-checklist .github/skills/tax-planning-checklist && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "tax-planning-checklist" agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/tax-planning-checklist into .github/skills/tax-planning-checklist/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "tax-planning-checklist", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add mohitagw15856/pm-claude-skills --skill tax-planning-checklist -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install mohitagw15856/pm-claude-skills tax-planning-checklist --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/tax-planning-checklist .opencode/skills/tax-planning-checklist && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "tax-planning-checklist" agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/tax-planning-checklist into .opencode/skills/tax-planning-checklist/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "tax-planning-checklist", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
tax-planning-checklist- GitHub stars
- 1.4k
- Token cost
- ~1.5k tokens
- SKILL.md length
- 682 words
- Files
- 1
- Skills in repo
- 1,348
- Repo updated
- First seen
- Licence
- MIT
At a glance
Generate a structured tax planning checklist and review framework for any individual or business context.
- Asked to review tax planning
- SKILL.md covers Required Inputs, Output Structure, Section 1: Income and Allowances and Section 2: Pension and…, plus 9 more sections
- Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
- Prepare for year-end tax
What it does
Tax Planning Checklist is an agent skill from mohitagw15856/pm-claude-skills. Generate a structured tax planning checklist and review framework for any individual or business context. Use when asked to review tax planning, prepare for year-end tax, check tax efficiency, or identify tax-saving opportunities. Produces a checklist of considerations, common reliefs, and a review framework. Not a substitute for qualified tax advice.
Its SKILL.md is about 1.5k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.
It sits in Business, Finance & HR, covering Tax preparation. The repository describes itself as: 1255 professional Agent Skills for Claude, ChatGPT, Gemini, Cursor & Codex — PRDs, postmortems, leases, medical bills, layoffs, go-bags, new countries. Plain markdown, MIT, in… The licence is MIT.
When your agent uses it
- Asked to review tax planning
- Prepare for year-end tax
- Check tax efficiency
- Identify tax-saving opportunities
Example prompts
- “/tax-planning-checklist”
What it can do on your machine
Read from SKILL.md and the folder at commit 1cbf1f0. It shows what the files ask for, not the result of running them.
Tool permissions
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Runs code
No scripts in the folder and no shell commands in SKILL.md.
From the folder's file list and the shell code blocks in SKILL.md.
Network
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Context cost
Tax Planning Checklist loads about 1.5k tokens when it runs. Until then it costs about 94 tokens; SKILL.md has 682 words of instructions outside code blocks.
Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.
Safety
Auto-check passed
The automated check found no risky patterns in SKILL.md.
Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.
SKILL.md
The full file from mohitagw15856/pm-claude-skills at commit 1cbf1f0, republished under its MIT licence (© mohitagw15856). 682 words, ~1,476 tokens.
Download SKILL.mdSave it as
.claude/skills/tax-planning-checklist/SKILL.md (or your agent's skills folder).- name
- tax-planning-checklist
- description
- Generate a structured tax planning checklist and review framework for any individual or business context. Use when asked to review tax planning, prepare for year-end tax, check tax efficiency, or identify tax-saving opportunities. Produces a checklist of considerations, common reliefs, and a review framework. Not a substitute for qualified tax advice.
Tax Planning Checklist Skill
Produces a structured tax planning review framework — identifying common reliefs, year-end planning opportunities, and potential gaps. Always recommend a qualified tax adviser for implementation.
WARNING: Tax law changes frequently and varies by jurisdiction. This checklist produces a framework for discussion, not tax advice. Always verify with a qualified accountant or tax adviser before taking action.
Required Inputs
Ask the user for these if not provided:
- Entity type (individual / sole trader / limited company / partnership / trust)
- Jurisdiction (UK / US / EU / Other — defaults to UK if unspecified)
- Approximate income or revenue (to identify relevant thresholds)
- Key concerns (optional — e.g. capital gains, pension, inheritance, R&D credits)
- Time horizon (year-end planning / ongoing / specific event like sale or exit)
Output Structure
Tax Planning Checklist — [Entity Type] — [Tax Year / Period]
Jurisdiction: [UK / US / Other] Entity type: [Individual / Limited company / etc.] Key thresholds to note: [List relevant tax-year thresholds — e.g. personal allowance, basic rate band, VAT threshold]
Section 1: Income and Allowances
- Personal allowance fully utilised? (UK: £12,570 — check if taper applies above £100k income)
- Dividend allowance used where relevant? (UK: £500 2024/25)
- Savings interest allowance reviewed?
- Salary/dividend split optimised for owner-managed companies?
- Any income timing opportunities before year-end?
- Spouse or partner allowances — any transfer or use opportunities?
Section 2: Pension and Retirement
- Annual pension allowance assessed? (UK: £60,000 or 100% of earnings, whichever lower)
- Carry forward of unused annual allowances from prior 3 years checked?
- Company pension contributions reviewed (corporation tax deductible)?
- Salary sacrifice arrangements in place or reviewed?
- Lifetime allowance implications assessed? (UK: abolished April 2024 — but transitional protections still relevant for some)
Section 3: Capital Gains Tax
- Annual CGT exempt amount used? (UK: £3,000 for 2024/25)
- Crystallising gains before year-end to use exemption?
- Loss harvesting opportunities reviewed?
- Business Asset Disposal Relief (BADR) eligibility checked for business sales?
- EIS / SEIS investments reviewed for CGT deferral?
- Bed-and-ISA / bed-and-SIPP opportunities assessed?
Section 4: Business Reliefs (UK Limited Companies)
- R&D tax credit eligibility reviewed? (SME scheme vs RDEC depending on size)
- Capital allowances claimed on qualifying expenditure?
- Annual Investment Allowance (AIA) utilised? (UK: £1m)
- Patent Box relief explored for IP-derived profits?
- Employment Allowance claimed?
- Entrepreneurs' Relief / BADR reviewed for shareholding structure?
- Loss reliefs utilised or carried forward optimally?
Section 5: VAT
- VAT registration threshold monitored? (UK: £90,000 rolling 12 months)
- Flat rate scheme vs standard accounting reviewed?
- Partial exemption position reviewed if relevant?
- VAT on property or mixed-use assets checked?
Show full SKILL.md (287 more words)Show less
Section 6: Inheritance Tax and Estate Planning
- Annual gifting allowances used? (UK: £3,000 per person per year)
- Business property relief and agricultural property relief eligibility?
- Trust structures reviewed for IHT efficiency?
- Life insurance written in trust to prevent estate inclusion?
- Nil rate band and residence nil rate band utilised optimally?
Section 7: ISAs and Tax-Efficient Wrappers
- ISA allowance fully subscribed? (UK: £20,000 per person 2024/25)
- Junior ISAs for children considered?
- Venture Capital Trusts (VCT) or EIS investments considered for income tax relief?
- Lifetime ISA (LISA) reviewed for eligible individuals?
Year-End Action Summary
Based on the above, prioritise these before year-end:
| Action | Potential saving | Deadline | Adviser needed? |
|---|---|---|---|
| [Action] | [£ estimate or "significant"] | [Date] | Yes / No |
Quality Checks
- Jurisdiction confirmed before applying any thresholds or rules
- Year-end deadlines identified for time-sensitive opportunities
- High-impact items prioritised (not just a long undifferentiated list)
- Disclaimer is prominent — this is a framework, not tax advice
- Threshold figures are flagged as requiring verification for current tax year
Anti-Patterns
- Do not provide specific tax advice — always recommend qualified tax advice and note this prominently
- Do not present threshold figures as definitive without noting they require verification for the current tax year
- Do not produce a generic checklist without tailoring it to the entity type (individual, sole trader, limited company)
- Do not omit timing-critical items — some reliefs require action before year-end and deadlines must be called out
- Do not conflate UK and non-UK tax rules — clarify jurisdiction before generating any checklist
Example Trigger Phrases
- "Give me a tax planning checklist for [year-end / my situation]"
- "What tax reliefs should I consider as a [sole trader / limited company / individual]?"
- "Review my tax efficiency before the end of the tax year"
- "What should I check for my year-end tax planning?"
© mohitagw15856, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Files
Just SKILL.md in skills/tax-planning-checklist of mohitagw15856/pm-claude-skills.
Open the folder on GitHubat commit 1cbf1f0
Compare with similar skills
Tax Planning Checklist next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Tax Planning Checklist this skillmohitagw15856/pm-claude-skills | 1.4k | — | ~1.5k | Automated safety check: Pass | MIT | |
| Itr Walakaranb192/itr-wala | 871 | — | ~3.6k | Automated safety check: Pass | MIT | |
| Tax Filingrobbalian/claude-tax-filing | 174 | — | ~2.5k | Automated safety check: Pass | None | |
| India Itr CopilotLoki200399/india-itr-copilot | 147 | — | ~2.4k | Automated safety check: Pass | MIT | |
| Consumption Taxkazukinagata/shinkoku | 365 | — | ~1.8k | Automated safety check: Pass | MIT | |
| Beancount Optionsbex-co/beancount-io | 297 | — | ~3.7k | Automated safety check: Pass | MIT |
Similar skills
Tax Filing
robbalian/claude-tax-filing
Prepare and fill federal and state tax return PDF forms. An agent skill from robbalian/claude-tax-filing.
India Itr Copilot
Loki200399/india-itr-copilot
Documents-first copilot for preparing Indian Income Tax Returns (ITR-1/2/3/4, any assessment year).
Consumption Tax
kazukinagata/shinkoku
This skill should be used when the user needs to calculate consumption tax (消費税) or determine their tax method (2割特例, 簡易課税, or 本則課税).
Beancount Options
bex-co/beancount-io
Record a described options trade or lifecycle event as validated Beancount transactions through bea, after review and confirmation.
Invoice Organizer
davila7/claude-code-templates
Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders.
More from mohitagw15856/pm-claude-skills
All 1,348 skills in this repoCar Tco
mohitagw15856/pm-claude-skills
Compare the total cost of car ownership across buy-new, buy-used, lease, and keep-your-current-car — depreciation, insurance, maintenance ramp, and fuel over a real horizon, not just the monthly…
Cs Health Scorecard
mohitagw15856/pm-claude-skills
Build a customer health scorecard for a specific account. An agent skill from mohitagw15856/pm-claude-skills.
Exit Waterfall
mohitagw15856/pm-claude-skills
Compute who gets what at each exit price from a cap table — liquidation preferences, conversion points, and where the founders' share collapses.
Feature Prioritisation
mohitagw15856/pm-claude-skills
Apply prioritisation frameworks (RICE, MoSCoW, Kano, ICE, Opportunity Scoring) to rank features and backlog items.
Fire Number
mohitagw15856/pm-claude-skills
Compute a financial-independence (FIRE) target and years-to-reach with every assumption labeled as an assumption — plus a sensitivity table instead of a single false-precision answer.
Freelance Rate
mohitagw15856/pm-claude-skills
Derive a freelance day/hourly rate backwards from target income, honest billable utilization, overhead, and the self-employment tax premium — the arithmetic that proves a rate is not salary÷2000.
Related
Categories
Questions about Tax Planning Checklist
What does Tax Planning Checklist do?
Generate a structured tax planning checklist and review framework for any individual or business context. Tax Planning Checklist is an agent skill from mohitagw15856/pm-claude-skills. Generate a structured tax planning checklist and review framework for any individual or business context.
When should I use Tax Planning Checklist?
Tax Planning Checklist fits situations like: asked to review tax planning; prepare for year-end tax; check tax efficiency; identify tax-saving opportunities.
How do I install Tax Planning Checklist in Claude Code?
Run `npx skills add mohitagw15856/pm-claude-skills --skill tax-planning-checklist -a claude-code`. Or copy the skill folder (skills/tax-planning-checklist in mohitagw15856/pm-claude-skills) into .claude/skills/tax-planning-checklist in your project. Claude Code loads it when a task matches its description.
How do I install Tax Planning Checklist in Codex?
Run `npx skills add mohitagw15856/pm-claude-skills --skill tax-planning-checklist -a codex`. Or copy the skill folder (skills/tax-planning-checklist in mohitagw15856/pm-claude-skills) into .agents/skills/tax-planning-checklist in your project. Codex loads it when a task matches its description.
Can I use Tax Planning Checklist in Cursor, Gemini CLI or GitHub Copilot?
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add mohitagw15856/pm-claude-skills --skill tax-planning-checklist -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/tax-planning-checklist, .gemini/skills/tax-planning-checklist, .github/skills/tax-planning-checklist and .opencode/skills/tax-planning-checklist in your project.
What does Tax Planning Checklist need to run?
SKILL.md names no scripts, command-line tools or credentials: Tax Planning Checklist is instructions for the agent only.
Does Tax Planning Checklist access the network?
SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.
Is Tax Planning Checklist safe to install?
Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.
What licence does Tax Planning Checklist use?
Tax Planning Checklist is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Tax Planning Checklist use?
About 1.5k tokens (SKILL.md is roughly 5.9k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.
What are the alternatives to Tax Planning Checklist?
Skills that share tags, products or a category with Tax Planning Checklist: Itr Wala (karanb192/itr-wala, 871 stars), Tax Filing (robbalian/claude-tax-filing, 174 stars), India Itr Copilot (Loki200399/india-itr-copilot, 147 stars) and Consumption Tax (kazukinagata/shinkoku, 365 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Tax Planning Checklist?
mohitagw15856 (a GitHub user) maintains it in mohitagw15856/pm-claude-skills, which has 1,434 GitHub stars. The repository holds 1,348 skills in this directory. The repository was last updated on October 9, 2026.
Source: mohitagw15856/pm-claude-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.