LISTENINGPOST

Finance

Tax / Filing Calendar Context

Locate documented tax filing obligations and deadlines.

Configure this skill

The page and the file follow your answers.

CRM
Email
Chat
Documents
Calendar
Project tools

6 of 6 systems connected

KeepDirectMissing
Your assistantSKILL.md

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Morning Brief

Build a prioritized brief for today from the caller's calendar, messages, documents and project records, using Keep MCP. Read only.

1. Read today's calendar events, open assigned tasks, direct requests since the last brief and unresolved commitments.
2. Separate active incidents, decisions waiting on the caller, external deadlines and routine work. Check for replies before calling an item outstanding. Rank by consequence and time remaining.
3. Fit proposed actions around fixed meetings and flag conflicting commitments.

Result: a dated brief with urgent changes, commitments, meeting preparation and a feasible next-action list, each tied to its source.

When to use it

Locate documented tax filing obligations and deadlines.

What it covers

Inputs

Entity/jurisdictions, filing horizon, approved tax calendar.

Result

Filing calendar with authoritative references, extensions, owners and missing inputs.

What it uses

Finance recordsCalendarEmailDocumentsSlackKeep memoryRead only
For developers

Retrieval instructions

Resolve people, accounts and projects by stable identifiers. Use only the sources this task needs. Cite the source and date for each finding. Keep source systems unchanged.

Data sources

QuickBooks, Google Workspace, Slack, Keep memory.

Procedure

  1. Call keep_status and report freshness for: QuickBooks, Google Workspace, Slack, Keep memory. If a required connector for Tax / Filing Calendar Context is disconnected or stale, say so up front.
  2. Before treating empty finance results as 'no invoices', distinguish no access (QuickBooks/finance ACL) from no matches. Never invent balances.
  3. Resolve inputs for Tax / Filing Calendar Context: account, vendor, entity, time_window. Default time window: open AR/AP and current close period (override if caller provides time_window). Ask only for missing.

Related skills

Finance →
Vendor Concentration Risk→Measure spend concentration by normalized vendor group.Vendor Payment Priority→Vendor Payment Priority. Uses account, vendor, entity, time window.Accounts Receivable Alerts→Identify unpaid customer invoices and their actual aging.