swaitsandClaude Opus 5.5
b26c099a68
Files reach the books through the server: uploads by hash and size, then filed; exports (the CPA package, the 1099 worksheet, W-9s) handed over as downloads from the server, never read off disk by the agent. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
633 B
633 B
1099s
- Mark contractors and landlords with books.set_vendor_1099 (and whether their W-9 is on file), and tag every payment to them with its vendor or party (books.draft_entry vendor or party, books.set_entry_vendor, or books.set_entry_party; books.pay_bill tags automatically).
- books.vendor_1099 is the year-end worksheet for the CPA. With include_tins: true (only when the human asks for the CPA's copy) it carries the full TINs from the vault: hand it over (save_csv_to, a new file outside the books) and never repeat those numbers anywhere else.
- Card payments are reported by the card processor (1099-K) and are left out.