Tax id chase

Year end asks you for a tax number on companies you have been paying all year, and the ones with nothing on file are the ones you find out about last. The skill reads your company records, lists every company holding neither a tax id nor a registration number, and gives you the count and the rows, so the chase starts in October rather than in March.

Use this skillBrowse all skills
npx skills add wellapp-ai/skills --skill tax-id-chase
WWellapp
Which of our counterparties are missing a tax id?

Ask anything or use / for commands...

How the skill answers

Every step of the run, in order, with the card each one returns. A step that hands its work to another skill says which one.

See every integration
  1. You ask

    Which of our counterparties are missing a tax id?

  2. Pin the workspaceSkill useddefine-workspace

    Workspaces

    Pick the workspaces to work in.

    Your workspaces
  3. Confirm the connections this answer needsSkill usedconnect-tools

    Connect a tool

    Pick a tool to connect it to Well.

    Available tools
    1 of 1
    QuickBooks avatar
    QuickBooks
    Category
    Accounting
    Data
    Accounting
    Direction
    Input
    Status
    —
    Last sync
    —
    1 selected
  4. Verify the companies have landed
  5. Read the schema before filtering on it
  6. Count the gap silently
  7. Put the list on screen

    Invoices

    Issuer
    Total amount
    Issue date
    V
    Vercel    		€9,100.00
    C
    Cinder Studio SAS    		€3,200.00
    P
    Palisade Consulting    		€2,600.00
    D
    Driftwood Media    		€2,400.00
    A
    Anchor Point Logistics    		€2,200.00
    H
    Home & Ledger Co    		€2,100.00
    W
    Willowmere SARL    		€1,800.00
    7 results
  8. Open one company on request

    Your customer's e-invoicing details

    Check what I found before we route.

    P
    PAPETERIE LAFAYETTE SAS894 512 334 · papeterie-lafayette.fr
    Legal name
    SIREN
    Billed establishment
    Postal address
    VAT number
    E-invoicing address
    Buyer reference
    7 of 7 ready
  9. If the workspace's own company is on the list
  10. State the scope limits plainly
  11. If any required step errors or returns unusable data
  12. You get

    The companies you deal with that carry no tax identifier, listed before year end, so the ones a filing asks about are chased while there is time.

More skills to try

Every skill answers a different question from the same connected data. Add one, ask, and see the working.

Browse all skills

Runway

Know how many months of cash you have at your current burn, with both sides of the division shown.

Cash position

Know how much cash you hold right now, with the accounts counted and the ones left out both stated.

Cost structure

See where your company's money actually goes, no spreadsheets required.

Receivables aging

See who owes you money, and how long they have been sitting on it.

Bills due

See what you owe and when, ordered by due date with a running total.

Rank clients by LTV

Find out who your best customers really are, ranked by what they've actually paid.

Frequently asked questions

Can it sort the list by how much I paid each company?

No. The one arithmetic read over transactions groups by month, currency and category, and it carries no counterparty axis, so a paid per company total has no source. Paging through transactions to build one would produce a figure off a sample rather than off the whole set, so the skill refuses it instead of guessing.

Does it know which companies cross a reporting threshold?

No. Well holds no threshold figure for 1099-NEC, DAS2, fiche 281.50 or any other form, so the skill lists every company missing an identifier rather than the subset a form covers. Which of them a form reaches is your call or your accountant's.

Can it tell me which payment rail I paid them on?

No. The scheme a transaction records covers SEPA, SWIFT, ACH, Faster Payments, Bacs, wire and other, with no card value and no third party network value, and the column is often empty. A rail answer built on that would be a guess.

Does it check that an identifier on file is valid?

No. It reports the value as held. It does not re-check it against a public register and does not tell you whether the registration is still current.

Can it file or prefill the form for me?

No. It produces the chase list and the per company detail. Filing stays with you.

Why is the tax id column not in the table?

The table renders the companies view's own columns, which lead with the company composite so a row is identifiable at a glance. The count comes from the text beside the table, and the identifier detail comes from opening one company.

Ask your first question today

Connect your tools, then ask in plain language. Every answer traces back to the record behind it. Free to start.

Try Well freeBrowse all skills