How to use Tax Planning Checklist in your AI agent

What you'll get

This skill generates a structured tax planning checklist tailored to your situation—whether you're a freelancer, small business owner, or individual taxpayer. It walks you through income allowances, pension contributions, capital gains, business reliefs, and year-end deadlines so you can have an informed conversation with your accountant. It's a planning framework, not tax advice, but it helps you ask the right questions.

Step 1 — Get the skill source URL

The Tax Planning Checklist skill lives at:

Step 2 — Add it to your AI agent

Copy one of these prompts and paste it into your AI tool. The agent will fetch and install the skill for you.

Add the agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/tax-planning-checklist to my project.

Install this agent skill: https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/tax-planning-checklist

Add this skill to .codex/skills/: https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/tax-planning-checklist

Add the skill at https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/tax-planning-checklist to my .gemini/skills/ directory.

Install this agent skill from https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/tax-planning-checklist

Add this skill: https://github.com/mohitagw15856/pm-claude-skills/tree/main/skills/tax-planning-checklist

Step 3 — Try these prompts

Once the skill is installed, ask your AI things like:

• Approaching year-end and want to make sure you're not leaving money on the table
• You need a tax review framework to take into your accountant meeting
• A founder or freelancer trying to understand which reliefs apply to your situation
• Check if you're using all available allowances before the tax year closes

What this skill does

• Produces a customized tax checklist based on your entity type, jurisdiction, and income level
• Identifies common reliefs like pension allowances, capital gains exemptions, R&D credits, and ISA limits
• Highlights year-end deadlines and time-sensitive opportunities for tax efficiency
• Creates an action summary table prioritizing high-impact tax planning moves
• Reminds you to verify with a qualified tax adviser before taking action