{
 "schema": "aiblocks-page/1",
 "id": "tax-set-aside-planner",
 "type": "skill",
 "name": "Tax set-aside planner",
 "summary": "Give the tax share your accountant quotes. Get a rule for each payment, a place to keep it and dates to check.",
 "headline": "Tax set-aside planner",
 "subhead": "Tell it the share of income to put aside for tax, from your accountant or tax office, and how you get paid. It builds a simple routine: how much to move from each payment, where to keep it, how to track it and what to do before each tax payment, including quarterly ones if you pay them.",
 "job": {
  "id": "manage-tax",
  "name": "Prepare tax calculations and reviews"
 },
 "level": "beginner",
 "thinking": "low",
 "tested": true,
 "updated": "2026-10-28",
 "first_published": "2026-10-27",
 "inputs": [
  {
   "type": "question",
   "required": true,
   "label": "Question",
   "what": "the problem, decision or piece of work you want help with, and what a good outcome looks like"
  },
  {
   "type": "spreadsheet",
   "required": false,
   "label": "Spreadsheet",
   "what": "a spreadsheet with its data, formulas and charts"
  }
 ],
 "outputs": [
  {
   "type": "plan",
   "required": true,
   "label": "Plan",
   "what": "a dated plan: what to do, in what order, with a decision rule for each step"
  }
 ],
 "you_give": [
  "The share of income to put aside, from your accountant or tax office",
  "How you are paid: how often, and about how much",
  "The dates your tax payments are due, if you pay in instalments (optional)",
  "What you have set aside so far (optional)"
 ],
 "you_get": [
  "One rule to follow each time you are paid",
  "A table showing the rule on example payments you give",
  "A way to track what you have put aside",
  "A list of dates and checks before each tax payment"
 ],
 "use_when": [
  "You are self-employed or freelance and want tax savings set up before the bill arrives.",
  "You pay quarterly estimated taxes, or other regular instalments, and want the money ready.",
  "You had a tax bill that surprised you and want to avoid it next time."
 ],
 "skip_when": [
  "You don't have a share to use: ask your accountant or tax office, or use their own estimate tool.",
  "You want to prepare your tax return: use the Self-assessment tax return checklist.",
  "You want to work out what tax you owe: ask an accountant."
 ],
 "output_sample": {
  "input": [
   "The share to put aside, from your accountant or tax office",
   "How often you are paid, and about how much",
   "Your tax payment dates, if you pay in instalments (optional)"
  ],
  "output": [
   {
    "name": "Your share",
    "contains": "The share you gave and who gave it."
   },
   {
    "name": "The rule",
    "contains": "One rule to follow each time you are paid."
   },
   {
    "name": "Examples",
    "contains": "The rule applied to example payments you gave, with the sums shown."
   },
   {
    "name": "The pot",
    "contains": "Where to keep the money and what it is for."
   },
   {
    "name": "Dates and checks",
    "contains": "Each tax payment date you gave, with a check to do before it."
   },
   {
    "name": "Tracker",
    "contains": "A table to record money in, set aside and paid out."
   },
   {
    "name": "Missing",
    "contains": "Anything you did not tell it, such as a missing share."
   },
   {
    "name": "Checks missed",
    "contains": "One line for each of its own checks that still fails, or none."
   }
  ]
 },
 "output_shape": "YOUR SHARE\n<the share you gave, and who gave it>\n\nTHE RULE\nEach time you are paid: move <share> to <place> on <day>.\n\nEXAMPLES\nPayment <amount> -> Set aside <amount> -> You keep <amount>\n\nTHE POT\n<where to keep it, and what it is for>\n\nDATES AND CHECKS\n<payment date you gave> -> <check to do before it>\n\nTRACKER\nDate | Paid in | Set aside | Running total | Paid to tax office\n\nMISSING\n<what you did not tell it>\n\nCHECKS MISSED\n<one line per check still missed, or none>",
 "how_to_use": [
  "Start a chat with the skill. Open it if you added it to your AI, or copy it and paste it in.",
  "Give the share your accountant or tax office suggests. If you don't have one, ask them first.",
  "Say how often you get paid and roughly how much, and list your tax payment dates if you have them.",
  "Set up a separate account or pot for the money you put aside.",
  "Follow the rule for one month, then ask the skill to check your numbers against what you set aside."
 ],
 "checks": [
  "The share in the plan is the one you gave.",
  "Each example can be checked by hand from the payment and the share.",
  "No tax rate, threshold or date appears unless you gave it.",
  "The plan names a separate place to keep the money.",
  "It says an accountant or tax office decides how much you owe."
 ],
 "next": [
  {
   "name": "Cash shortage planning adviser",
   "url": "https://useaiblocks.com/skills/lean-year-cash-rules-writer",
   "why": "Decide what to do"
  },
  {
   "name": "Cash versus earnings checker",
   "url": "https://useaiblocks.com/skills/cash-versus-earnings-checker",
   "why": "Check the money"
  },
  {
   "name": "Retirement savings projector",
   "url": "https://useaiblocks.com/skills/retirement-savings-projector",
   "why": "Retirement savings projector"
  }
 ],
 "source": null,
 "credits": [],
 "files": [],
 "links": {
  "page": "https://useaiblocks.com/skills/tax-set-aside-planner",
  "markdown": "https://useaiblocks.com/skills/tax-set-aside-planner.md",
  "json": "https://useaiblocks.com/skills/tax-set-aside-planner.json",
  "instructions": "https://useaiblocks.com/skills/tax-set-aside-planner/SKILL.md",
  "api_item": "https://useaiblocks.com/api/v1/items/tax-set-aside-planner",
  "api_document": "https://useaiblocks.com/api/v1/documents/skill/tax-set-aside-planner",
  "mcp": "https://useaiblocks.com/mcp"
 }
}