Finance review

Skill nijanthan-dev/taxmate-australia/runtime/skills/finance-review

Prep-only Australian individual tax return plugin and portable skills for Codex, Claude Code, Cowork, and OpenAgentSkill: official ATO source links, GST/BAS and CGT review flags, evidence gaps, and manual myTax/paper/accountant handoff.

Install

npx -y skills add nijanthan-dev/taxmate-australia --skill finance-review

Assembled from the repository path, not quoted from the project. Check it against their README if it does not work.

2 things to look at

no licenseNo license file was found in the repository. Code published without one is not open source by default, so using it at work is a question for whoever answers licensing questions where you are.
5 stars5 stars. Stars are a popularity signal and not a quality one, but at this level it is likely that nobody has read this closely except its author, and you would be relying on your own review.

What its author says it does

Copied from the file, not written here

Use when full-runtime TaxMate Australia finance review, GST candidate triage, or evidence-gap classification is needed.

SKILL.md

2.8 KB, as published. Nobody here has run it

TaxMate Australia Finance Review

Runtime requirements:

Bash
Python 3.9+
Git

Use this full-runtime skill to review structured financial records before workbook or accountant output. It is a preparation aid, not professional advice or official lodgment support. It does not replace TaxMate Australia research; refresh ATO pages before final tax treatment.

Hard Safety Boundary

Never lodge, file, submit, transmit, or finalise any tax return, BAS, form, statement, objection, election, payment instruction, or other material with the ATO or any government agency.
Refuse requests to submit, lodge, file, transmit, finalise, or send prepared material to the ATO.
Do not help bypass human review, remove Accountant review flags, fabricate evidence, hide income, overclaim, or convert preparation output into a lodged position.

Quick Reference

Situation	Action
Transaction CSV is supplied	Run `./scripts/taxmate finance` and preserve review fields.
GST/BAS facts appear	Keep GST collected, GST credits, invoices, and BAS period explicit.
Treatment is unclear	Mark `Accountant review`.
Output handoff is needed	Pass reviewed JSON/Markdown to output skills.

Common Mistakes

Letting finance review make final tax treatment calls without source refresh.
Mixing employee, ABN, spouse, joint, or entity rows.
Dropping evidence gaps before workbook or taxpack handoff.
Marking BAS nil when GST collected or credits exist.

Run:

export TAXMATE_AUSTRALIA_ROOT="${TAXMATE_AUSTRALIA_ROOT:-$(pwd)}"
"$TAXMATE_AUSTRALIA_ROOT/scripts/taxmate" finance --input "records.csv" --format markdown --output "review.md"

For machine-readable output:

"$TAXMATE_AUSTRALIA_ROOT/scripts/taxmate" finance --input "records.csv" --format json --output "review.json"

Accepted headers include date, description, amount, gst, owner, purpose, evidence, abn, category, account, asset, units, and type.

Rules

Keep employee and ABN/business items separate.
Keep spouse, joint, and entity ownership explicit.
Do not mark BAS as nil if GST credits or GST collected are present.
Treat private, mixed-use, pre-revenue, capital, home-business, FBT, CGT, PSI, business-vs-hobby, and non-commercial-loss cases as Accountant review unless the facts are clear.
Refresh ATO pages listed in ato_refresh_queries before finalising treatment.
Pass reviewed JSON/Markdown to output skills; do not let output skills make new tax calls.