xbert-tax-reconciliation

Accounting-to-tax reconciliation worksheet — every adjustment from accounting profit to taxable income (tax-effect walk), per-entity worksheet, with working papers.

Claude Code1 Skill

By XBert IntelligenceLicense: MIT1 GitHub starsUpdated 2 weeks ago

Directory evidence

Runtimes: Claude Code
Parsed components: 1 skill or MCP entry
Source updated: Sep 9, 2026
Manifest status: Canonical path parsed

The directory validates manifest shape and source location. It does not execute the plugin or provide a security endorsement. Review the indexing methodology →

Install xbert-tax-reconciliation for Claude Code

Installs for the current user

claude plugin marketplace add IchenDEV/agent-plugin-mkt
claude plugin marketplace update agent-plugin-marketplace
claude plugin install xbert-tax-reconciliation@agent-plugin-marketplace

Paste and run these commands in a terminal with Claude Code. They add and refresh the PluginsMP catalog, then install this plugin.

The installer fetches third-party code from the source repository shown on this page. This directory validates manifest structure and source location, but does not perform a security audit; review the manifest, components, and source before installing.

Get the source manually

$ git clone https://github.com/XBertIntelligence/XBert-Plugins

Clone the source repository, then follow its setup instructions to add the plugin to a compatible client. The plugin root is plugins/xbert-tax-reconciliation/.

Plugin files

plugins/xbert-tax-reconciliation/

├── .claude-plugin/plugin.json
└── skills/tax-reconciliation/SKILL.md

Included Skills1

tax-reconciliationskills/tax-reconciliation/SKILL.md

Walk accounting profit to taxable income for a year-end tax reconciliation worksheet — company, trust, or partnership structure, with every adjustment tied to its source journal or account. Use when the user asks for the tax reconciliation, the accounting-to-tax walk, the tax-effect walk, the year-end tax worksheet, or runs the /tax-reconciliation slash command. Also triggers on "what's the taxable income", "build the tax walk", "post the tax-effect entries", "year-end tax adjustments".

Plugin manifests1

plugins/xbert-tax-reconciliation/.claude-plugin/plugin.json

{
  "name": "xbert-tax-reconciliation",
  "displayName": "XBert Tax Reconciliation",
  "description": "Accounting-to-tax reconciliation worksheet — every adjustment from accounting profit to taxable income (tax-effect walk), per-entity worksheet, with working papers.",
  "author": {
    "name": "XBert Intelligence",
    "email": "[email protected]"
  },
  "homepage": "https://intelligence.xbert.io/plugins/xbert-tax-reconciliation",
  "license": "MIT",
  "keywords": [
    "tax",
    "year-end",
    "company-tax",
    "tax-effect-walk",
    "reconciliation",
    "working-papers"
  ],
  "x-xbert": {
    "displayName": "XBert Tax Reconciliation",
    "tagline": "Accounting-to-tax reconciliation worksheet — every tax-effect adjustment, every working paper.",
    "audience": [
      "accountants"
    ],
    "categories": [
      "tax",
      "year-end",
      "company-tax"
    ],
    "prerequisites": [
      "XBert account",
      "Year-end trial balance and financial statements",
      "Manual journals tagged or identifiable for accruals, provisions, and non-deductibles"
    ],
    "screenshots": [],
    "demoVideo": null,
    "includes": {
      "skills": 1,
      "commands": 1,
      "mcpTools": 0
    },
    "longDescription": "Every year-end the accountant walks from accounting profit to taxable income — adding back non-deductible expenses (entertainment, fines, private-use motor vehicle), backing out accounting depreciation and replacing it with tax depreciation, accounting for prior-year tax losses, dealing with the FBT base, and handling foreign-source income adjustments. It's the working paper the ATO wants to see if the return is reviewed and the working paper the partner wants to sign before the return is lodged.\n\nXBert Tax Reconciliation builds the worksheet. It pulls the year-end financial statements, the trial balance, the journal master, and manual journals — then runs the tax-effect walk in the structure your firm uses: starting accounting profit, add-backs, deductions, prior-year losses, taxable income. Each adjustment line carries the supporting evidence (which journal, which account, which schedule it ties to). The deliverable is an Excel worksheet for the return-prep team and a PDF for the file. Per-entity output — company / trust / partnership — because the structure of the reconciliation differs.\n\nv1 produces the working paper. Lodgement stays out — that's tax-agent platform territory.",
    "useCases": [
      {
        "title": "Year-end tax reconciliation worksheet",
        "description": "Walk from accounting profit to taxable income with every adjustment line documented and tied to its source."
      },
      {
        "title": "Per-entity worksheet structures",
        "description": "Company, trust, and partnership reconciliations each have their own structure — pick the entity type and the worksheet adapts."
      },
      {
        "title": "Working papers for partner sign-off",
        "description": "Excel worksheet plus PDF working paper, ready for the partner to review before the return is signed."
      },
      {
        "title": "FBT-included / FBT-excluded handling",
        "description": "Mark whether the entity has reportable fringe benefits in the period and have the worksheet treat the FBT adjustment correctly."
      }
    ],
    "benefits": [
      {
        "icon": "Scale",
        "title": "Every adjustment tied to a source",
        "description": "Each add-back, each deduction, each FBT line is tied to the journal, account, or schedule it came from — so the worksheet is reproducible and reviewable."
      },
      {
        "icon": "FileSearch",
        "title": "Tax-effect walk structure",
        "description": "The reconciliation follows the structured walk the ATO and partner expect — starting profit, add-backs, deductions, prior-year losses, taxable income."
      },
      {
        "icon": "FileText",
        "title": "Excel + PDF deliverables",
        "description": "Excel for the return-prep team to adapt; PDF for the client file. Both produced in one pass."
      }
    ],
    "workflow": [
      "Type /tax-reconciliation in Claude Code or Claude Desktop",
      "Confirm the client, the entity type (company / trust / partnership), and the year-end date",
      "Plugin pulls financial statements, TB, P&L, BS, and journal master",
      "Reconciliation walks from accounting profit through adjustments to taxable income",
      "Render the deliverable(s) via xbert-working-paper:render-docx / render-xlsx / render-pdf as specified by the skill, and report the saved path(s)"
    ]
  }
}