1 added, 1 removed. Audit A to A.
---
name: jaz-jobs
- version: 5.52.0
+ version: 5.52.1
description: >-
Use this skill for recurring accounting workflows — month/quarter/year-end
close, bank reconciliation, GST/VAT filing, payment runs, credit control,
supplier recon, audit prep, fixed asset review, and Singapore Form C-S tax
computation. 12 job playbooks that sequence real platform tools into complete
business processes. Also use when the user mentions closing the books,
period-end, tax filing, or any operational accounting task.
license: MIT
compatibility: Works with Claude Code, Claude Cowork, Claude.ai, and any agent that reads markdown. For API payloads, load the jaz-api skill. For individual transaction patterns, load the jaz-recipes skill.
---
# Jobs Skill
You are helping an **SMB accountant or bookkeeper** complete recurring accounting tasks in Jaz — period-end closes, bank reconciliation, tax filing, payment processing, and operational reviews. These are the real jobs that keep the books accurate and the business compliant.
> **Jaz-native, not generic.** Every job in this skill names specific Jaz tools (`search_invoices`, `quick_reconcile`, `bulk_finalize_drafts`, `reconcile_with_payments`, report tools like `generate_trial_balance`, `download_export`), Jaz reconciliation modes, and Jaz capsule patterns. It is NOT an interchangeable accounting workflow reference; it is the operating manual for running these processes through the Jaz platform tools. When the playbook says "match bank entries", it means call the 5-phase cascade matcher (`clio jobs bank-recon match` for a local CLI run, or follow the cascade logic in `references/bank-match.md` and drive the `reconcile_*` tools directly), not "use any matching algorithm".
**Jobs combine recipes, calculators, and platform tools into complete business processes.** If recipes are ingredients, jobs are the meal. Each per-job reference is the canonical end-to-end orchestration: it lists the phases, and for each step names the exact report tool, recipe, or API call to run.
## How to run a job
You orchestrate the **real platform tools directly**, following the phase sequence in the per-job reference:
- **Hosted / MCP agent (no shell):** the per-job reference is your checklist. Walk its phases in order and call the named platform tools — `plan_recipe` / `execute_recipe`, `search_invoices` / `search_bills` / `search_bank_records`, the `generate-reports/*` report tools (`generate_trial_balance`, `generate_aged_ar`, `generate_vat_ledger`, …), `reconcile_*`, `create_journal`, `bulk_finalize_drafts`, `update_account` lockDate, and so on. There is no separate "blueprint tool" to call — the reference IS the plan.
- **Local CLI convenience:** if you're running `clio` in a terminal (e.g. Claude Code), `clio jobs <type> --json` prints the same phased checklist for the period so a human or script can follow it. This is a convenience, not the main path for a hosted agent — the platform tools above are the path that actually does the work.
## When to Use This Skill
- Closing the books for a month, quarter, or year
- Catching up on bank reconciliation (with automated pre-matching)
- Collecting and uploading client documents (invoices, bills, bank statements)
- Preparing GST/VAT returns for filing
- Running a payment batch to clear outstanding bills
- Chasing overdue invoices (credit control)
- Reconciling supplier statements against AP ledger
- Preparing for an audit or tax filing
- Reviewing the fixed asset register
## Job Catalog
### Period-Close Jobs (Layered)
Period-close jobs build on each other. Quarter = month + extras. Year = quarter + extras. Each level runs **standalone by default** (includes all steps from lower levels). Use `--incremental` to generate only the extras.
| Job | CLI (local convenience) | Description |
|-----|-------------------------|-------------|
| **Month-End Close** | `clio jobs month-end --period YYYY-MM` | 5 phases: pre-close prep, accruals, valuations, verification, lock. The foundation. |
| **Quarter-End Close** | `clio jobs quarter-end --period YYYY-QN` | Month-end for each month + GST/VAT, ECL review, bonus accruals, intercompany, provision unwinding. |
| **Year-End Close** | `clio jobs year-end --period YYYY` | Quarter-end for each quarter + true-ups, dividends, retained-earnings rollover, audit prep, final lock. |
### Ad-Hoc Jobs
| Job | CLI (local convenience) | Description |
|-----|-------------------------|-------------|
| **Bank Recon** | `clio jobs bank-recon` | Clear unreconciled items: match, categorize, resolve. **Match to EXISTING open bills/invoices/payments (`reconcile_with_payments`) is the primary path — create-new only when nothing matches.** Drive end-to-end via the `view_auto_reconciliation` decision gate — per-entry, so fetch ids with `search_bank_records` first (auto-commit high-confidence, checkpoint the rest — see `references/bank-recon.md` Step 4a). Cascade matcher: `clio jobs bank-recon match`. |
| **Document Collection** | `clio jobs document-collection` | Scan and classify client documents from local directories and cloud links (Dropbox, Drive, OneDrive). Outputs file paths for upload via Jaz Magic. Ingest helper: `clio jobs document-collection ingest`. |
| **GST/VAT Filing** | `clio jobs gst-vat --period YYYY-QN` | Tax ledger review, discrepancy check, filing summary. |
| **Payment Run** | `clio jobs payment-run` | Select outstanding bills by due date, process payments. |
| **Credit Control** | `clio jobs credit-control` | AR aging review, overdue chase list, bad debt assessment. Run on-demand when AR aging deteriorates. |
| **Supplier Recon** | `clio jobs supplier-recon` | AP vs supplier statement, identify mismatches. Run for major suppliers and at year-end for audit AP confirmations. |
| **Audit Preparation** | `clio jobs audit-prep --period YYYY` | Compile reports, schedules, reconciliations for auditor/tax. |
| **FA Review** | `clio jobs fa-review` | Fixed asset register review, disposal/write-off processing. Run as part of year-end. |
| **Statutory Filing** | `clio jobs statutory-filing` | Corporate income tax computation. CLI engines: `clio jobs statutory-filing sg-cs` (Form C-S computation), `clio jobs statutory-filing sg-ca` (capital allowance schedule). See the SG Form C-S section below. |
## How Jobs Work
Each per-job reference is a **phased checklist** of steps. Each step names:
- **API call** — the exact platform tool + request body to execute the step
- **Recipe reference** — link to the transaction-recipes skill for complex accounting patterns
- **Calculator command** — `clio calc` command for independent financial cross-checks
- **Verification check** — how to confirm the step was completed correctly
- **Conditional flag** — steps that only apply in certain situations (e.g., "only if multi-currency org")
Steps that carry real judgment (hold, defer, accept a variance, resume after a failure) also name the jot to record at that moment via the `jot` tool. Mechanical steps never do: a jot marks a choice among real alternatives, not activity.
**For AI agents (hosted or CLI):** walk the phases in the per-job reference and call the named platform tools directly. Use the jaz-api skill for payload shapes.
**For developers / scripts:** `clio jobs <type> --json` prints the phased checklist as JSON to drive automation pipelines.
**For accountants:** use the formatted checklist (`clio jobs <type>`) to work through the close systematically.
## CLI Usage (local convenience)
These commands print the phased checklist for a period. They are a terminal convenience — a hosted agent drives the platform tools named in each reference directly.
```bash
# Period-close (standalone = full plan, --incremental = extras only)
clio jobs month-end --period 2025-01 [--currency SGD] [--json]
clio jobs quarter-end --period 2025-Q1 [--incremental] [--json]
clio jobs year-end --period 2025 [--incremental] [--json]
# Ad-hoc
clio jobs bank-recon [--account "DBS Current"] [--period 2025-01] [--json]
clio jobs gst-vat --period 2025-Q1 [--json]
clio jobs payment-run [--due-before 2025-02-28] [--json]
clio jobs credit-control [--overdue-days 30] [--json]
clio jobs supplier-recon [--supplier "Acme Corp"] [--period 2025-01] [--json]
clio jobs audit-prep --period 2025 [--json]
clio jobs fa-review [--json]
```
## Relationship to Other Skills
| Skill | Role |
|-------|------|
| **jaz-api** | Provides the exact API payloads for each step (field names, gotchas, error handling) |
| **jaz-recipes** | Provides the accounting patterns for complex steps (accruals, FX reval, ECL, etc.) |
| **jaz-jobs** (this skill) | Combines recipes + platform tools into sequenced, verifiable business processes |
**Load all three skills together** for the complete picture. Jobs reference recipes by name — read the referenced recipe for implementation details.
## Supporting Files
- **[references/building-blocks.md](./references/building-blocks.md)** — Shared concepts: accounting periods, lock dates, period verification, conventions
- **[references/month-end-close.md](./references/month-end-close.md)** — Month-end close: 5 phases, ~18 steps
- **[references/quarter-end-close.md](./references/quarter-end-close.md)** — Quarter-end close: monthly + quarterly extras
- **[references/year-end-close.md](./references/year-end-close.md)** — Year-end close: quarterly + annual extras
- **[references/bank-recon.md](./references/bank-recon.md)** — Bank reconciliation catch-up
- **[references/bank-match.md](./references/bank-match.md)** — Bank reconciliation matcher: 5-phase cascade algorithm (1:1, N:1, 1:N, N:M matches)
- **[references/document-collection.md](./references/document-collection.md)** — Document collection: scan, classify, upload — local + cloud (Dropbox, Drive, OneDrive)
- **[references/gst-vat-filing.md](./references/gst-vat-filing.md)** — GST/VAT filing preparation
- **[references/payment-run.md](./references/payment-run.md)** — Payment run (bulk bill payments)
- **[references/credit-control.md](./references/credit-control.md)** — Credit control / AR chase
- **[references/supplier-recon.md](./references/supplier-recon.md)** — Supplier statement reconciliation
- **[references/audit-prep.md](./references/audit-prep.md)** — Audit preparation pack
- **[references/fa-review.md](./references/fa-review.md)** — Fixed asset register review
## Tax Computation — Singapore Form C-S
Corporate income tax computation for Singapore-incorporated companies. The AI agent acts as the **tax wizard** — pulling data from Jaz, classifying GL items, asking the user targeted questions, and assembling the input for the CLI computation engine.
**Scope:** Form C-S (revenue ≤ $5M, 18 fields) and Form C-S Lite (revenue ≤ $200K, 6 fields). NOT Form C.
### How It Works
```
┌──────────────────────────────┐ ┌───────────────────────────────┐
│ Reference Docs (this skill) │ │ CLI Computation Engine │
│ "The Wizard Script" │ │ clio jobs statutory-filing sg-cs [--json] │
│ - Guides AI agent │ │ - Pure deterministic math │
│ - API calls to make │ │ - Accepts structured JSON │
│ - Questions to ask user │ │ - Outputs workpaper + │
│ - Classification rules │ │ Form C-S fields + │
│ - SG tax rules reference │ │ carry-forwards │
└──────────────┬───────────────┘ └───────────────┬───────────────┘
│ │
└────────► AI Agent ◄────────────────┘
1. Reads reference docs
2. Pulls Jaz API data
3. Classifies GL items
4. Asks user questions
5. Assembles input JSON
6. Runs clio jobs statutory-filing sg-cs
7. Presents results + filing guidance
```
### CLI Commands
```bash
# Full computation (JSON input from wizard or file)
clio jobs statutory-filing sg-cs --input tax-data.json [--json]
echo '{ "ya": 2026, ... }' | clio jobs statutory-filing sg-cs --json
# Simple mode (manual flags)
clio jobs statutory-filing sg-cs --ya 2026 --revenue 500000 --profit 120000 --depreciation 15000 --exemption pte [--json]
# Capital allowance schedule (standalone)
clio jobs statutory-filing sg-ca --input assets.json [--json]
clio jobs statutory-filing sg-ca --ya 2026 --cost 50000 --category general --acquired 2024-06-15 [--json]
```
### Tax Reference Files
- **[references/sg-tax/overview.md](./references/sg-tax/overview.md)** — SG CIT framework: 17% rate, YA concept, Form C-S eligibility, key deadlines
- **[references/sg-tax/form-cs-fields.md](./references/sg-tax/form-cs-fields.md)** — All 18 Form C-S + 6 C-S Lite fields with IRAS labels and CLI mapping
- **[references/sg-tax/wizard-workflow.md](./references/sg-tax/wizard-workflow.md)** — Step-by-step wizard procedure for AI agents (the main playbook)
- **[references/sg-tax/data-extraction.md](./references/sg-tax/data-extraction.md)** — How to pull P&L, TB, GL, FA data from Jaz API for tax purposes
- **[references/sg-tax/add-backs-guide.md](./references/sg-tax/add-backs-guide.md)** — Classification guide: which expenses are non-deductible
- **[references/sg-tax/capital-allowances-guide.md](./references/sg-tax/capital-allowances-guide.md)** — CA rules per asset category with IRAS sections
- **[references/sg-tax/ifrs16-tax-adjustment.md](./references/sg-tax/ifrs16-tax-adjustment.md)** — IFRS 16 lease reversal procedure
- **[references/sg-tax/enhanced-deductions.md](./references/sg-tax/enhanced-deductions.md)** — R&D, IP, donations 250%, S14Q renovation
- **[references/sg-tax/exemptions-and-rebates.md](./references/sg-tax/exemptions-and-rebates.md)** — SUTE, PTE, CIT rebate schedule
- **[references/sg-tax/losses-and-carry-forwards.md](./references/sg-tax/losses-and-carry-forwards.md)** — Set-off order, loss/CA/donation carry-forward rules