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FinanceVersion 1.0.0High

Tax Deadline Calendar

Manages tax deadlines and prepares reminders. Use for periodic deadline monitoring.

Pack: Quotes & Finance

Procedure

  1. 1List period deadlines with amount, customer, and date
  2. 2Split: overdue, due within 7 days, later
  3. 3For overdue ones, draft the reminder (100 words max, cordial but firm tone)
  4. 4Flag internal tax deadlines with days of advance notice
  5. 5Every reminder stays pending approval before sending

Rules

  • · Sending reminders = high-risk action: never without approval
  • · No tax figures computed by this skill: track and flag only
  • · Quote the deadline with exact date and amount

Expected output

Deadline calendar: overdue / next 7 days / later + reminder drafts pending approval

When not to use it

  • · Automatic customer reminders: always require approval
  • · Tax filings or obligations: this skill tracks, never computes

Example requests

«Which invoices are overdue and whom do I write to?»