Ta company review

Skill norman-finance/norman-mcp-server/skills/ta-company-review

Full company review for tax advisors. Generates a structured health report covering financials, document completeness, tax compliance, and action items. Use when a tax advisor asks for an overview, health check, or status of a client company.From its SKILL.md

Install

npx -y skills add norman-finance/norman-mcp-server --skill ta-company-review

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SKILL.md

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Perform a comprehensive company review for the tax advisor:

Step 1: Gather all company data

Call get_client_overview with the active company ID to get an aggregated snapshot
This returns company details, balance, transaction stats, tax reports, and outstanding invoices in one call

Step 2: Check document completeness

Call get_missing_documents_summary to identify all transactions without receipts
Note the total missing count and the highest-value missing items

Step 3: Assess tax compliance

Call get_tax_compliance_status to check report filing status and registration completeness
Identify overdue or unfiled reports and missing tax registration details

Step 4: Present the health report

Structure the output as follows:

Company Profile

Company name, type (freelancer/GmbH/UG), chart of accounts
Tax state, tax ID, VAT ID status

Financial Summary

Current balance
Total income and expenses
Outstanding invoice count and total amount

Document Completeness

Total transactions vs. transactions with receipts
Missing receipt count with percentage
Top 5 highest-value transactions missing receipts

Tax Compliance

Filed vs. unfiled tax reports
List of unfiled reports with periods and due dates
Tax registration status (tax ID, VAT ID)

Action Items

Prioritized list of recommended actions:

Critical: overdue tax reports
High: large transactions missing receipts (>250 EUR)
Medium: uncategorized transactions
Low: missing tax registration details

Be specific with amounts, dates, and report periods. Use EUR formatting.