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fortax-plan-and-runlisted

Working method for CA jobs bigger than a reply - scope a vague ask into a five-line brief the CA confirms, write a plan with blockers first and one action per step, run it step by step ticking the plan and stopping instead of guessing, and run the same return for several clients in parallel with one checklist and one consolidated status table. The last step is always the CA's filing. Typical asks - "Sharma ji ka kaam kar do", "is mahine ke saare GSTR-1 nikalo", "audit file ready karni hai, plan bana lo", "11 clients ka 3B batch", "dekh lo kya karna hai".
amit-voais/fortax-skills · ★ 1 · AI & Automation · score 77
Install: claude install-skill amit-voais/fortax-skills
# Plan and run Needs Python 3 and internet: runs `scripts/fortax.py` (the Fortax engine on ai.fortax.in; your file is processed and not stored). Four moves, used only when they pay for themselves: **scope** the ask when a wrong reading would waste work, **plan** when the job is bigger than one sitting, **run** the plan without improvising, and **fan out** when the same job repeats across clients. A lookup, a due-date question, one portal sign-in, a one-file read or a short draft needs none of this — just do it. ## 1. Scope the ask ### When Only when a wrong reading would waste real work or produce something the CA cannot use: - The client is not named, or several clients could match ("Sharma ji ka kaam kar do"). - The period is missing and the answer changes with it. - The output is unclear — a note, a working paper, a filled return, a client mail. - The scope could reasonably be one return or a whole year. **Not** when a sensible default is obvious. "GSTR-3B for Sharma Traders" means the current period — take it, say which period you took, carry on. Asking a question you could have answered yourself is friction, not diligence. ### How to ask - **One question at a time.** Not a form, not a list of four. Ask the one whose answer changes what you do next, wait, then decide whether you still need another. - **Three questions is the ceiling.** Still unclear after three: the job is bigger than a clarification — say so and offer to write a plan. - **Offer the likely an