xbert-ias-prep

{
  "name": "xbert-ias-prep",
  "displayName": "XBert IAS Prep (AU)",
  "description": "Pre-lodgement IAS readiness check for Australian clients — verify PAYG withholding and instalment data before lodging the Instalment Activity Statement.",
  "author": {
    "name": "XBert Intelligence",
    "email": "[email protected]"
  },
  "homepage": "https://intelligence.xbert.io/plugins/xbert-ias-prep",
  "license": "MIT",
  "keywords": [
    "ias",
    "australian",
    "ato",
    "lodgement",
    "paygw",
    "instalment",
    "compliance",
    "monthly"
  ],
  "x-xbert": {
    "displayName": "XBert IAS Prep (AU)",
    "tagline": "One command to verify an Australian client is ready to lodge their IAS — and produce the audit document that proves it.",
    "audience": [
      "bookkeepers",
      "accountants"
    ],
    "categories": [
      "compliance",
      "ias",
      "lodgement",
      "australian"
    ],
    "prerequisites": [
      "XBert account",
      "Client connected to an Australian-domiciled ledger",
      "Client has PAYG withholding obligations or pays PAYG instalments"
    ],
    "screenshots": [],
    "demoVideo": null,
    "includes": {
      "skills": 1,
      "commands": 1,
      "mcpTools": 0
    },
    "longDescription": "IAS (Instalment Activity Statement) is the monthly form for businesses with PAYG withholding obligations but not GST registration, and for medium withholders who report monthly. It is smaller than a BAS but the discipline is the same — payroll posted, tax withheld balanced, super paid, every XBert resolved before lodgement.\n\nXBert IAS Prep runs the readiness sweep for an IAS lodgement. It pulls bank reconciliation, payroll data, W1-W5 PAYG withholding, T7 / T11 PAYG instalment data, and outstanding XBerts for the period. Every blocking issue is named with the specific account or transaction. The output is a Word audit document with the check reference ID, preparer details and firm-level QMS certification — filable straight to the client folder as the working paper.",
    "useCases": [
      {
        "title": "Monthly IAS readiness sweep",
        "description": "Before lodging the monthly IAS, run the check and see every blocking issue — bank rec gaps, missing payruns, outstanding XBerts — in one pass."
      },
      {
        "title": "PAYG-W reconciliation",
        "description": "Verify W1 (gross wages) and W2 (tax withheld) tie back to the payrun totals and the PAYGW liability account — before the lodgement, not after."
      },
      {
        "title": "Audit working paper",
        "description": "Produces a Word document with the check reference ID, supporting figures, and QMS block — files into the client folder as the audit record."
      },
      {
        "title": "Reviewer handoff",
        "description": "Junior bookkeeper runs the check, reviewer reads the summary and asks targeted questions — instead of re-checking every account from scratch."
      }
    ],
    "benefits": [
      {
        "icon": "ShieldCheck",
        "title": "Every blocking issue named",
        "description": "All outstanding XBerts block lodgement. Unreconciled accounts, unposted payruns, missing super — each surfaced with the specific account or transaction reference."
      },
      {
        "icon": "FileSearch",
        "title": "PAYG-W tied to payroll",
        "description": "W1, W2, W3, W4 and W5 reconciled against payrun totals and the PAYGW liability account — discrepancies named, not hidden in averages."
      },
      {
        "icon": "FileText",
        "title": "Audit document for the file",
        "description": "Outputs a Word document with check reference ID, QMS certification and supporting evidence behind every readiness decision."
      }
    ],
    "workflow": [
      "Type /ias-prep in Claude Code or Claude Desktop",
      "Confirm the client and the IAS period (or accept the current open month)",
      "Plugin pulls reconciliation, payroll, PAYG-W, super and outstanding XBerts via MCP",
      "Readiness checks run and produce a blocking-issues list with W1-W5 verification",
      "Build the working-paper payload, render via xbert-working-paper:render-docx, and report the saved path"
    ]
  }
}