What do I need to use Tax Planning Checklist?

Entity type; Jurisdiction; Approximate income or revenue; Key concerns (optional); Time horizon.

Is Tax Planning Checklist free to use?

Yes — run it free in the browser playground (no API key needed for the sponsored trial, or bring any provider key), or install it into Claude Code, Cursor, ChatGPT and more via npx pm-claude-skills. MIT-licensed and open source.

Tax Planning Checklist

Q: How do I know the Tax Planning Checklist output is good?

The skill verifies itself against its own 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.

🔵 Stable🕐 updated 2026-06-08 🔷 SkillSpec L3 pm-finance

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.

▶ Run it free — no key needed 📝 Grade your existing draft View SKILL.md ↗

🗣 Say this to your agent

“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?”

What to give it

▸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) — optional — e.g. capital gains, pension, inheritance, R&D credits

▸Time horizon — year-end planning / ongoing / specific event like sale or exit

✅ The bar it holds itself to

Every skill in this library self-verifies — these are this skill's own quality checks, straight from its definition.

✓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

⚠️ What it refuses to do

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

Install

npx pm-claude-skills add --agent claude   # or codex · cursor · gemini · hermes
# or one-line MCP (every skill, any client):
claude mcp add pm-skills -- npx -y pm-claude-skills-mcp

Start with

Related skills

🔌 Embed this skill

Drop this on your blog, docs, or site — it renders a "Run this skill" card:

<div data-pm-skill="tax-planning-checklist"></div>
<script src="https://mohitagw15856.github.io/pm-claude-skills/embed.js" async></script>

💬 Discussion

Tax Planning Checklist is one of 1174 open-source professional AI agent skills — all SkillSpec L3. Try them all in the browser · ⭐ Star on GitHub · Browse the full catalog