Tax Planning Checklist

What it is

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.

What it 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

Use it when

• You're 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
• You're a founder or freelancer trying to understand which reliefs apply to your situation
• You want to check if you're using all available allowances before the tax year closes