{"id":26031,"plugin_id":"plugin_asdk_app_6abe2e2df63c819197b1a6c3a85e6eb0","kind":"skill","collection_source":"plugin_package","comparison_source":null,"observed_at":"2026-10-02T18:02:26.926Z","digest":"3a6859ce21b7f47cd3f4f9c16f5e8d70f3843946c24ee64ed5ac5e76c3471287","against":null,"payload":{"description":"Close a month's VAT with Essentio — read the month's Reported VAT and Income from Essentio's own reports, find the Drafts left and the documents still awaiting payment, and say plainly what is and is not done. Use this whenever the person asks what VAT they owe for a month or quarter, wants to prepare or check a VAT return, asks how much they earned in a month, or says they are closing or wrapping up a month's books — even when they do not name Essentio.","included_files":[],"name":"close-vat-month","skill_md_contents":"---\nname: close-vat-month\ndescription: Close a month's VAT with Essentio — read the month's Reported VAT and Income from Essentio's own reports, find the Drafts left and the documents still awaiting payment, and say plainly what is and is not done. Use this whenever the person asks what VAT they owe for a month or quarter, wants to prepare or check a VAT return, asks how much they earned in a month, or says they are closing or wrapping up a month's books — even when they do not name Essentio.\n---\n\n# Close a month's VAT\n\nThe Essentio connector (`essentio_*` tools) reads one Business's reports as Essentio's dashboard\ncomputes them. The figures that matter here are Essentio's, not yours: a VAT figure you add up yourself\nfrom documents can differ by rounding, by currency or by which documents count, and the person may file\nit. So every figure you state comes from a tool's answer, quoted as it is, with its currency.\n\nNothing in Essentio \"closes\" a month: no tool locks it, files a VAT return or sends anything to a tax\nauthority. What this workflow does is gather what Essentio knows about the month and tell the person\nwhat is finished and what is still open.\n\n## 1. Settle the period\n\nTake the month the person means as its first and last day, `YYYY-MM-DD` (for a quarter, its first and\nlast day). Essentio dates documents by the day in UTC. If the person did not say which month, ask.\n\n## 2. Read the month's figures\n\nCall `essentio_get_report` twice, with the same `from` and `to`:\n\n- `report: \"vat\"` — the Reported VAT: the VAT of the Invoices and Credit Notes issued in the period,\n  in full, paid or not, a Credit Note subtracting. It answers `net`, `vat` and `bands` (the same split\n  by VAT category and rate).\n- `report: \"income\"` — Income: the net amounts of the documents issued in the period, paid or not, a\n  Credit Note subtracting and a Proforma Invoice never converted adding only what was paid on it;\n  its `vat` beside it.\n\nBoth are in the Business's reporting currency (`currency`). Each answers\n`other_currency_documents`: how many documents issued in the period are in another currency and are\nleft out of every figure. Essentio never converts them. When that count is above zero, say so, and list\nthem (step 3) so the person can account for them.\n\nA Proforma Invoice carries no VAT, so it is in no VAT figure, paid or not.\n\n## 3. Find what is still open\n\nUse `essentio_search_documents`. Each answer is one page: when it carries a `next_cursor`, call again\nwith it until there is none, or your list is incomplete.\n\n- **Drafts left**: `status: \"draft\"`. A Draft has no issue date, so a period cannot narrow it; list\n  them all, with their Client, Total, `due_date` and `created_at`, so the person can see which belong\n  to the month. A Draft counts in no report. Issuing one now gives it today's issue date, so it counts\n  in the month it is issued, not in the month being closed — say so before the person decides to\n  issue it.\n- **Awaiting payment**: `status: \"awaiting_payment\"` — every issued Invoice and Proforma Invoice that\n  still takes a Payment, Overdue ones included. This does not change the Reported VAT, which counts\n  documents on issue, paid or not; it tells the person what is still owed to them. For what is\n  Overdue today, by Client, `essentio_get_report` with `report: \"overdue\"` gives Essentio's own totals.\n- **Documents in another currency** (when `other_currency_documents` is above zero): list the ones\n  the count counts. The VAT report counts the Invoices and Credit Notes issued in the period, not\n  cancelled: search the period (`issued_from`, `issued_to`) with `document_type: \"invoice\"` and again\n  with `document_type: \"credit_note\"`, leave out any whose `status` is `cancelled`, and keep those whose\n  `currency` differs from the report's. The Income report's count also takes the Proforma Invoices\n  issued in the period and never converted into an Invoice: search the period again with\n  `document_type: \"proforma\"` and keep the ones not cancelled in another currency. A document's answer\n  does not say whether a Proforma Invoice was converted, so this list may include converted ones and\n  be longer than the count. Say so; do not present it as the count's documents exactly.\n\n## 4. Say what is and is not done\n\nAnswer in three short parts:\n\n1. **The month's figures** — Reported VAT (`net`, `vat`, and each band's category, rate, net and VAT)\n   and Income, as the reports answered them, with their currency and period.\n2. **Still open** — the Drafts left, the documents awaiting payment, and any documents in another\n   currency left out of the figures, each with its number (or \"Draft\"), Client and amount as the tool\n   answered it.\n3. **Not done by Essentio** — the VAT return itself: Essentio reports the figure; filing and paying it\n   are the person's (or their accountant's).\n\nSome rules keep this honest:\n\n- Quote each amount as the tool answered it. If you add anything up yourself, say that it is your sum,\n  and never add amounts in different currencies.\n- If a report is refused (a tool error whose text is JSON with `error.message`), quote the message and\n  stop: do not estimate the missing figure from documents.\n- This workflow only reads. If the person then asks to issue a Draft or record a Payment, that is a\n  change to the Business: confirm it with them first, and use the tools for it one document at a time.\n"},"changes":[],"summary":"First saved snapshot. No earlier version is available for comparison.","summary_kind":"deterministic","summary_metadata":{}}