ReddRadar
Agent skill
fondo-prod-checklist
Execute Fondo production readiness checklist for year-end tax filing, R&D credit claims, and board-ready financial reporting. Trigger: "fondo production", "fondo tax filing ready", "fondo year-end checklist".
Install this agent skill to your Project
npx add-skill https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/main/plugins/saas-packs/fondo-pack/skills/fondo-prod-checklist
SKILL.md
Fondo Production Checklist
Year-End Tax Filing Readiness
Integrations
- All bank accounts connected and syncing
- Payroll provider connected (all W-2 and 1099 data)
- Revenue sources connected (Stripe, invoicing)
- Expense tools connected (Brex, Ramp, Expensify)
Bookkeeping
- All 12 months closed and reviewed
- No outstanding categorization questions in Dashboard
- Intercompany transactions reconciled
- Equity events recorded (fundraise, options exercised)
- Fixed assets and depreciation logged
R&D Tax Credits
- R&D employees identified and tagged
- Qualifying activities documented
- Contractor R&D hours logged
- Cloud compute costs allocated to R&D
- CPA team interview completed
Tax Filing
- Federal return (Form 1120) preparation started
- State returns for registered states identified
- Form 6765 (R&D credit) included
- Estimated tax payments reviewed
- Extension filed if needed (Form 7004 by March 15)
Board Reporting
- Annual P&L finalized
- Balance sheet reviewed
- Cap table reconciled with equity events
- Runway projection updated
Key Deadlines
| Deadline | Filing | Notes |
|---|---|---|
| Jan 31 | W-2 / 1099 issuance | Via payroll provider |
| Mar 15 | S-corp / partnership returns (or extension) | Form 7004 for extension |
| Apr 15 | C-corp return (or extension) | Form 6765 for R&D credit |
| Sep 15 | Extended S-corp / partnership due | After extension |
| Oct 15 | Extended C-corp due | After extension |
Resources
Next Steps
For version updates, see fondo-upgrade-migration.
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