AgentSkillsCN

jobs

为中小企业记账员与会计师准备的12项会计作业——包括月末、季末与年末结账的标准化流程，以及9项临时性运营任务（银行对账、文件收集、GST/VAT申报、付款结算、信用管控、供应商对账、审计准备、固定资产盘点、法定申报）。这些作业可搭配成对的工具，以嵌套子命令的形式呈现（例如，“clio jobs bank-recon match”、“clio jobs document-collection ingest”、“clio jobs statutory-filing sg-cs”）。同时配合交互式CLI蓝图生成器（clio jobs）使用。

SKILL.md
--- frontmatter
name: jobs
version: 3.4.1
description: 12 accounting jobs for SMB bookkeepers and accountants — month-end, quarter-end, and year-end close playbooks plus 9 ad-hoc operational jobs (bank recon, document collection, GST/VAT filing, payment runs, credit control, supplier recon, audit prep, fixed asset review, statutory filing). Jobs can have paired tools as nested subcommands (e.g., `clio jobs bank-recon match`, `clio jobs document-collection ingest`, `clio jobs statutory-filing sg-cs`). Paired with an interactive CLI blueprint generator (clio jobs).
license: MIT
compatibility: Works with Claude Code, Claude Cowork, Claude.ai, and any agent that reads markdown. For API payloads, load the jaz-api skill. For individual transaction patterns, load the transaction-recipes skill.

Jobs Skill

You are helping an SMB accountant or bookkeeper complete recurring accounting tasks in Jaz — period-end closes, bank reconciliation, tax filing, payment processing, and operational reviews. These are the real jobs that keep the books accurate and the business compliant.

Jobs combine recipes, calculators, and API calls into complete business processes. If recipes are ingredients, jobs are the meal.

When to Use This Skill

  • •Closing the books for a month, quarter, or year
  • •Catching up on bank reconciliation (with automated pre-matching)
  • •Collecting and uploading client documents (invoices, bills, bank statements)
  • •Preparing GST/VAT returns for filing
  • •Running a payment batch to clear outstanding bills
  • •Chasing overdue invoices (credit control)
  • •Reconciling supplier statements against AP ledger
  • •Preparing for an audit or tax filing
  • •Reviewing the fixed asset register

Job Catalog

Period-Close Jobs (Layered)

Period-close jobs build on each other. Quarter = month + extras. Year = quarter + extras. Each level runs standalone by default (includes all steps from lower levels). Use --incremental to generate only the extras.

JobCLI CommandDescription
Month-End Closeclio jobs month-end --period YYYY-MM5 phases: pre-close prep, accruals, valuations, verification, lock. The foundation.
Quarter-End Closeclio jobs quarter-end --period YYYY-QNMonth-end for each month + GST/VAT, ECL review, bonus accruals, intercompany, provisions.
Year-End Closeclio jobs year-end --period YYYYQuarter-end for each quarter + true-ups, dividends, CYE rollover, audit prep, final lock.

Ad-Hoc Jobs

JobCLI CommandDescription
Bank Reconclio jobs bank-reconClear unreconciled items: match, categorize, resolve. Paired tool: clio jobs bank-recon match.
Document Collectionclio jobs document-collectionScan and classify client documents from local directories and cloud links (Dropbox, Drive, OneDrive). Outputs file paths for agent upload. Paired tool: clio jobs document-collection ingest.
GST/VAT Filingclio jobs gst-vat --period YYYY-QNTax ledger review, discrepancy check, filing summary.
Payment Runclio jobs payment-runSelect outstanding bills by due date, process payments.
Credit Controlclio jobs credit-controlAR aging review, overdue chase list, bad debt assessment.
Supplier Reconclio jobs supplier-reconAP vs supplier statement, identify mismatches.
Audit Preparationclio jobs audit-prep --period YYYYCompile reports, schedules, reconciliations for auditor/tax.
FA Reviewclio jobs fa-reviewFixed asset register review, disposal/write-off processing.
Statutory Filingclio jobs statutory-filingCorporate income tax computation and filing. Paired tools: clio jobs statutory-filing sg-cs, clio jobs statutory-filing sg-ca.

How Jobs Work

Each job produces a blueprint — a phased checklist of steps, each annotated with:

  • •API call — the exact endpoint + request body to execute the step
  • •Recipe reference — link to the transaction-recipes skill for complex accounting patterns
  • •Calculator command — clio calc command for financial calculations
  • •Verification check — how to confirm the step was completed correctly
  • •Conditional flag — steps that only apply in certain situations (e.g., "only if multi-currency org")

For AI agents: Read the blueprint and execute each step using the jaz-api skill for payloads. For developers: Use --json output to build automation pipelines. For accountants: Use the formatted checklist to work through the close systematically.

CLI Usage

bash
# Period-close (standalone = full plan, --incremental = extras only)
clio jobs month-end --period 2025-01 [--currency SGD] [--json]
clio jobs quarter-end --period 2025-Q1 [--incremental] [--json]
clio jobs year-end --period 2025 [--incremental] [--json]

# Ad-hoc
clio jobs bank-recon [--account "DBS Current"] [--period 2025-01] [--json]
clio jobs gst-vat --period 2025-Q1 [--json]
clio jobs payment-run [--due-before 2025-02-28] [--json]
clio jobs credit-control [--overdue-days 30] [--json]
clio jobs supplier-recon [--supplier "Acme Corp"] [--period 2025-01] [--json]
clio jobs audit-prep --period 2025 [--json]
clio jobs fa-review [--json]

Relationship to Other Skills

SkillRole
apiProvides the exact API payloads for each step (field names, gotchas, error handling)
transaction-recipesProvides the accounting patterns for complex steps (accruals, FX reval, ECL, etc.)
jobs (this skill)Combines recipes + API into sequenced, verifiable business processes

Load all three skills together for the complete picture. Jobs reference recipes by name — an AI agent should read the referenced recipe for implementation details.

Supporting Files

Tax Computation — Singapore Form C-S

Corporate income tax computation for Singapore-incorporated companies. The AI agent acts as the tax wizard — pulling data from Jaz, classifying GL items, asking the user targeted questions, and assembling the input for the CLI computation engine.

Scope: Form C-S (revenue ≤ $5M, 18 fields) and Form C-S Lite (revenue ≤ $200K, 6 fields). NOT Form C.

How It Works

code
┌──────────────────────────────┐     ┌───────────────────────────────┐
│  Reference Docs (this skill) │     │  CLI Computation Engine        │
│  "The Wizard Script"         │     │  clio jobs statutory-filing sg-cs [--json]       │
│  - Guides AI agent           │     │  - Pure deterministic math     │
│  - API calls to make         │     │  - Accepts structured JSON     │
│  - Questions to ask user     │     │  - Outputs workpaper +         │
│  - Classification rules      │     │    Form C-S fields +           │
│  - SG tax rules reference    │     │    carry-forwards              │
└──────────────┬───────────────┘     └───────────────┬───────────────┘
               │                                      │
               └────────►  AI Agent  ◄────────────────┘
                    1. Reads reference docs
                    2. Pulls Jaz API data
                    3. Classifies GL items
                    4. Asks user questions
                    5. Assembles input JSON
                    6. Runs clio jobs statutory-filing sg-cs
                    7. Presents results + filing guidance

CLI Commands

bash
# Full computation (JSON input from wizard or file)
clio jobs statutory-filing sg-cs --input tax-data.json [--json]
echo '{ "ya": 2026, ... }' | clio jobs statutory-filing sg-cs --json

# Simple mode (manual flags)
clio jobs statutory-filing sg-cs --ya 2026 --revenue 500000 --profit 120000 --depreciation 15000 --exemption pte [--json]

# Capital allowance schedule (standalone)
clio jobs statutory-filing sg-ca --input assets.json [--json]
clio jobs statutory-filing sg-ca --ya 2026 --cost 50000 --category general --acquired 2024-06-15 [--json]

Tax Reference Files