Accounting and tax skills
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15 skills
California Form 568 for single-member LLCs disregarded for federal tax, tax year 2026: who must file, the annual tax (Form 3522) and LLC fee (Form 3536), Schedule IW, the owner's consent and Schedule T, resident, nonresident and corporate owners, due dates, penalties and cancellation.
Not yet approved
Built from the law
California content skill for computing California estimated tax payments under Form 540-ES for full-year California residents who are sole proprietors or single-member LLCs disregarded for federal tax. Covers the California 30/40/0/30 installment schedule (NOT equal quarterly like federal), due dates (April 15, June 15, September 15, January 15), the 100% prior-year safe harbor, underpayment penalty computation on Form 5805 / 5805-F, required annual payment rules, interaction with federal estimated tax (separate payments to separate agencies), and withholding credits from W-2 or backup withholding.
Not yet approved
Built from the law
California Form 540 for full-year resident sole proprietors and single-member LLC owners, tax year 2026 with 2025 filing notes: Schedule CA adjustments (no bonus depreciation, California section 179 limit, no QBI or HSA deduction), deductions, brackets, exemption credits, Behavioral Health Services Tax, AMT, renter's credit, CalEITC and YCTC, deadlines and estimated tax.
Not yet approved
Built from the law
California content skill for computing California estimated tax payments under Form 540-ES for full-year California residents who are sole proprietors or single-member LLCs disregarded for federal tax. Covers the California 30/40/0/30 installment schedule (NOT equal quarterly like federal), due dates (April 15, June 15, September 15, January 15), the 100% prior-year safe harbor, underpayment penalty computation on Form 5805 / 5805-F, required annual payment rules, interaction with federal estimated tax (separate payments to separate agencies), and withholding credits from W-2 or backup withholding.
Not yet approved
Built from the law
California sales and use tax, CDTFA filings, California district taxes, California exemptions, California nexus, or any request involving California state sales and use tax compliance.
Not yet approved
Built from the law
Intake for a full-year California resident freelancer (sole proprietor or single-member LLC), tax year 2026 with 2025 extension notes: scope questions, documents, 1099-NEC and DE 542 duties, ABC test, seller's permit, LLC charges, and federal and California estimated tax, routed to the return Guides.
Not yet approved
Built from the law
California content skill for Form 3853 (Health Coverage Exemptions and Individual Shared Responsibility Penalty) for California residents under the state individual mandate enacted by SB 78 (2019) and codified at R&TC section 61000 et seq. Covers tax year 2025 including the penalty computation (greater of flat dollar amount or percentage of income), Minimum Essential Coverage (MEC) requirements using the federal ACA definition, month-by-month coverage analysis, exemption categories (affordability, short gap, religious conscience, hardship, and others), Covered California interaction, and reporting forms (1095-A, 1095-B, 1095-C).
Not yet approved
Built from the law
California LLC annual tax and LLC fee for tax year 2026: who owes (organized, registered or doing business), the annual tax and the reduced first-year rate from 2027, fee bands, Form 3522, 3536 and 568 deadlines, penalties and cancellation.
Not yet approved
Built from the law
An AI must perform California bookkeeping or a monthly close from bank, card, payroll, merchant-processor, marketplace, invoice, or receipt records for a sole proprietor, disregarded single-member LLC, partnership, multi-member LLC, S corporation, C corporation, employer, or operating nonprofit. It covers US-CA chart-of-accounts mapping, balanced journals, bank and processor reconciliations, FTB, CDTFA, EDD, and Secretary of State control accounts, financial statements, compliance calendars, and tax-return handoff schedules for tax year 2026.
Approved by DeFiAccountant21
Built from the law
California employer payroll for tax year 2026: PIT withholding under the EDD Method A and Method B schedules and the flat supplemental rates, SDI (including Paid Family Leave) with no wage ceiling, UI and the Employment Training Tax, DE 4, DE 9 and DE 9C filing and delinquency dates, DE 88 deposits, DE 34 new hire and DE 542 contractor reports, the ABC test, final pay and waiting time penalties, with a worked gross-to-net example.
Not yet approved
Built from the law
California pass-through entity (PTE) elective tax skill for partnerships, LLCs taxed as partnerships and S corporations: who qualifies and who can consent, the extension by SB 132 to taxable years beginning before January 1, 2031, the June 15 payment and the credit reduction when it is missed or short, qualified net income for resident and nonresident owners, Form 3804, Form 3893 and the owner credit on Form 3804-CR, OSTC ordering, group returns and withholding, and the federal deduction under IRS Notice 2020-75.
Not yet approved
Built from the law
California sales and use tax for 2026: the statewide base rate and its parts, district taxes, seller permits, the economic nexus test with related-person and marketplace sales, marketplace facilitators, food, software and SaaS, CDTFA-230 resale certificates, use tax (including Form 540 line 91), filing, prepayments, penalties and interest.
Not yet approved
Built from the law
California 2026 entity formation and registration: SOS filing fees, the $800 LLC annual tax and the 2027-2029 $400 first-year rate, the LLC fee on California total income, corporate 8.84% and 1.5% S corporation tax with the first-year minimum-tax exemption, the 15-day rule, Statements of Information, the doing-business tests for out-of-state entities, and the federal BOI exemption.
Not yet approved
Built from the law
Leaving California for Texas, Florida, Nevada or abroad: who is a California resident under the residency regulations, domicile versus residence, the closest-connection test, the nine-month presumption and six-month visitor rule, the change-of-residence date in a part-year year, which California-source income (real estate, installment sales, wages for work in California, partnerships, non-competes) stays taxable after the move and when retirement income does not, and the records that decide a residency audit.
Not yet approved
Built from the law
Final orchestrator skill that assembles the complete federal and California filing package for California resident sole proprietors and single-member LLCs disregarded for federal tax. Consumes outputs from all federal content skills (bookkeeping, Schedule C/SE, QBI, retirement, SE health insurance, quarterly estimated tax, federal assembly, 1099-NEC) and all California content skills (540 individual return, 540-ES estimated tax, 568 SMLLC where applicable, 3853 coverage) to produce a single unified reviewer package containing every worksheet, every form, every brief section, all cross-skill reconciliations, and the final taxpayer action list with payment instructions, filing instructions, and 2026 planning. This is the capstone skill that runs last and produces the final deliverable.
Not yet approved
Built from the law