Guide · Agent skill
How to use the Invoicing and Tax Checklist agent skill
Updated · written with AI from the project's own documentation and checked against our catalogue data
The Invoicing and Tax Checklist skill (invoice-tax-checklist) lets an AI agent turn a description of a business transaction into a structured Word document. It is built for freelancers, small business owners and finance staff who want a first-pass list of invoicing fields, tax questions and records before a tax adviser reviews the deal. After reading this guide you will know how to install the skill, how to ask for a checklist in plain language, and what the output will and will not contain.
Invoicing and Tax Checklistgenspark-ai/genoffice · Apache-2.0 Download the skill Quick start
- 1Download the ZIP. Get the invoice-tax-checklist ZIP from our page.
- 2Unzip into a skills folder. Unzip into ~/.claude/skills/ for personal use, or into a project's .claude/skills/ folder.
- 3Or upload in the Claude apps. Go to Settings → Capabilities → Skills and upload the ZIP instead.
- 4Check Word tools are available. Confirm your agent environment has Word document tools, since the skill builds a .docx.
- 5Describe the transaction. Give the business types, parties, amount, location and contract terms in one message.
- 6Answer the follow-up questions. The agent asks for missing facts such as region and whether the amount includes tax.
- 7Review open items. Confirm the top open items first, then take the checklist to a tax professional.
What the skill makes the agent do
An agent skill is a folder of instructions that an AI agent reads when a task matches it. This one tells the agent to act as an invoicing and tax specialist. You describe a transaction, and the agent produces a Word document titled "<Deal Name> Invoicing and Tax Checklist".
The document has five parts: a transaction overview, an invoice field check, tax matters by category, risk notes, and a record-retention list. The skill is designed not to give tax rates or conclusive opinions. Every rate appears as a placeholder, and every open question is listed for you or a tax professional to confirm.
- I. Transaction overview: what you provided and what still needs confirming
- II. Invoice field check: fields to enter, with a status column
- III. Tax matters: questions to confirm, grouped by category
- IV. Risk notes: possible consequence types such as back tax, late-payment charges or loss of input credit, without amounts
- V. Record-retention list: contracts, payment vouchers, proof of delivery and similar documents
Install the skill from the ZIP or the Claude apps
Download the ZIP for invoice-tax-checklist from our page. The skill is packaged as a folder containing SKILL.md. You can install it in one of two ways.
Option one is a manual install. Unzip the file into ~/.claude/skills/ for your personal use, or into a project's .claude/skills/ folder if you want the skill limited to that project. Option two is to upload the ZIP in the Claude apps under Settings → Capabilities → Skills.
- Personal install: unzip into ~/.claude/skills/
- Project install: unzip into the project's .claude/skills/ folder
- Claude apps: Settings → Capabilities → Skills, then upload the ZIP
Trigger the skill with a natural request
You do not need a special command. Describe the deal and ask for a checklist. The skill's quick prompts suggest wording such as "What should I watch for when invoicing this deal" or "Put together a tax checklist for this project".
Include what you know: the business type of you and the buyer, the amount, the location, and the contract terms. The agent will ask for anything missing in one go, including region, whether the amount includes tax, payment and delivery timing, and whether the deal is cross-border. Missing region matters most, because the skill does not assume a tax system.
Example requests and what you get back
A freelancer invoicing a new client might write: "I am a sole trader in [your region] billing a UK client £4,000 for design services. The contract says the price is tax-inclusive. Put together a tax checklist for this project." The agent would then list the invoice fields to check, such as buyer details and whether the amount and tax are shown separately, and mark the tax-inclusive point as provided by you.
A finance team preparing for a cross-border deal might ask: "What should I watch for when invoicing this deal?" The agent would focus on cross-border matters, such as withholding, exemption or zero-rating questions, and list them as items to confirm rather than answers.
What the skill needs and what it does on your machine
The skill needs Word document tools available in the agent environment, because the skill tells the agent to use them to build the .docx file. Without them, the agent cannot produce the Word file as specified.
The skill's package contains only SKILL.md. It does not run scripts and does not use the network, according to its listing. Its rules are instructions to the agent, not code that executes on your computer.
- Requires: Word document tools in the agent environment
- Runs scripts: no
- Uses network: no
Tips for getting a useful checklist
Give the agent the facts in one message. The skill asks for everything missing at once, so a complete first message saves a round trip. If your contract terms differ from what actually happened, say so. The skill is written to flag that mismatch plainly rather than smooth it over.
After delivery, the agent points out the two or three open items that most affect the treatment. Confirm those first. If you upload an invoice image, the skill compares fields only and does not judge authenticity, so verify any document through official channels.
- Name the region at the start
- State whether the amount is tax-inclusive
- Confirm the top open items before anything else
- Verify uploaded invoices through official channels
What people use it for
- Preparing an invoice for a new client before sending it
- Building a first-pass checklist before a tax adviser review
- Listing questions to raise when invoicing across borders
- Recording the contract, payment and delivery records to keep for a deal
- Spotting mismatches between an invoice, the contract and expected cash flow
Frequently asked questions
Is the invoice-tax-checklist skill free to use?
The skill is published under the Apache-2.0 licence, as listed on our page. Check the licence terms in the source repository for the full conditions before you reuse or redistribute it.
What do I need to install the invoicing and tax checklist skill?
You need the SKILL.md package, either unzipped into ~/.claude/skills/ or a project's .claude/skills/ folder, or uploaded in the Claude apps under Settings → Capabilities → Skills. The agent environment also needs Word document tools, because the skill builds a .docx file.
Does the skill tell me how much tax I owe?
No. The skill is designed not to give tax rates or conclusive opinions. Every rate is a placeholder such as [applicable rate per current local rules], and the open questions are listed for you or a tax professional to check.
Does the skill run scripts or access the internet?
According to its listing, the skill does not run scripts and does not use the network. It consists of SKILL.md instructions that tell the agent how to build the Word document.
Can I use this instead of a tax professional?
No. The skill itself says a professional should review the checklist before formal invoicing and filing. Use it to prepare questions for that review, not to replace it.
How is this different from a general AI prompt for invoicing advice?
The skill gives the agent a fixed workflow and output format: a Word document with five defined parts, a status column for ticking items, and a closing reminder about professional review. It also tells the agent to ask for missing facts before building the checklist.
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Our verdict
Use this skill if you are a freelancer, small business or finance team that wants a structured first-pass checklist of invoicing fields, tax questions and records before a professional review. Pick something else if you need a definitive answer on how much tax is owed, help with filing returns, or a replacement for a qualified tax professional.
Download the skill