`wanderbooks gui [BOOK]` finds the data root, reads settings from the journal, the vault of the book, presence through ops/, Save a copy / Open on every document, Save the W-9, the Export menu, and colour schemes. One builder for the CPA package and the 1099 worksheet (ledger-package), shared by the server and the viewer. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
543 B
543 B
CPA handoff
- books.export_cpa_package carries every member's and 1099 payee's full TIN from the vault (the K-1 worksheet and the 1099 worksheet). It hands the zip over: run its download command with the folder the human wants it in (books served by
wanderbooks mcp), then tell them where it is. The viewer's "Export for CPA" makes the same package. - Never file the package, or a file from it, into the books.
- tin_gaps lists each member or payee whose TIN it lacks and why: collect them (books.set_tin, books.set_w9) and export again.