swaitsandClaude Fable 5.1
70a3f795f4
Agent reason: a tool description is read every time the tool list is, so eight descriptions of 800 to 2,000 characters cost every session for text only a few calls need. books.export, books.export_cpa_package, books.import_bank_csv, books.reconcile, books.set_entry_party, books.set_w9, books.show and books.vendor_1099 now say what the tool is for, what it requires and where the rest is, in at most 700 characters; the rest is in the handbook, verbatim: the CPA package's contents (cpa-handoff), the share rules of a multi-party tag and the W-9 procedure (parties-and-tins), the worksheet's construction (1099), the CSV import and the report list with the IIF limits (files-in-out), the reconciliation's answer (reconciliation) and the targets books.show opens (viewer). tool_descriptions_fit_700_characters now pins zero and its allowance list is deleted: no description may exceed the cap, and none is excused. The period test keeps its sentence about omitted dates in books.export's description. Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01HS8WZziDnyxunC23MUxrLp
12 lines
2.8 KiB
Markdown
12 lines
2.8 KiB
Markdown
# 1099s
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- Decide every vendor with books.set_vendor_1099 and who decided: nec, misc, or not_reportable with its reason_kind and the facts (a corporation, the United States or a state, a payee selling only merchandise...); undetermined is "not decided yet". "Paid by card" is never a vendor's reason. Never corporation for a payee paid for legal services or for medical and health care: those payments stay reportable even to a corporation (nec or misc). Give effective only when a payee's status changed (an LLC's corporate election, from its Form 8832 date); a payee that incorporates is a new vendor with its own W-9. Ask the human; the CPA confirms.
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- Record each way the company pays once (books.add_instrument: the bank, the company card, each member's own card, each member's own cash or checks, a payment platform), and tag every payment to a vendor with its vendor or party (books.draft_entry vendor or party, books.set_entry_vendor, books.set_entry_party; books.pay_bill tags automatically).
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- Tag what members paid for the company with the card or the cash they used (books.set_entry_instrument): their card is excluded, their own check counts. A card that only funded a friends-and-family transfer is their cash. Tag what a payment platform's balance paid the same way: goods and services excluded, friends-and-family counts; untagged, both stay undetermined.
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- Card and payment-network payments are excluded (the processor's Form 1099-K), whoever's card it was. A bank payment with no method recorded counts: tag a debit-card payment with the card.
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- books.vendor_1099 is the year-end worksheet for the CPA. undetermined means "tell me how it was paid" or "decide this vendor". With include_tins: true it carries the full TINs from the vault; csv: true also hands it over as a CSV file (run its download command to save it).
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## How the worksheet is built (books.vendor_1099)
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Per vendor: what counts toward its 1099 (paid out of the cash accounts, or through a financing account with the method recorded, while not decided not_reportable; an entry with several parties counts only the vendor's share), what was paid by card or payment network (excluded: Form 1099-K's), what is undetermined (a member paid, method not recorded: books.set_entry_instrument), its 1099 decision, and its status (reportable at the threshold: $600 through 2025, $2,000 in 2026, indexed after; under_threshold; not_reportable; undetermined). It lists those payments, the W-9s missing, and each payee's TIN last four. include_tins adds full TINs from the vault; csv hands it over. cash_accounts and financing_accounts default to the settings' (as books.export_cpa_package's do); through stops the year at a day: given a package's accounts and its as_of, the CSV is the package's 1099 worksheet. A year whose threshold is not known is refused: pass threshold from the IRS. For the CPA to confirm.
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