Tax id chase
The companies you deal with that carry no tax identifier, listed before year end.
npx skills add wellapp-ai/skills --skill tax-id-chase
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.
- You ask
Which of our counterparties are missing a tax id?
- Pin the workspaceSkill useddefine-workspace
Workspaces
Pick the workspaces to work in.
Your workspaces - Confirm the connections this answer needsSkill usedconnect-tools
Connect a tool
Pick a tool to connect it to Well.
Available tools1 of 1
QuickBooks- Connection
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- Category
- Accounting
- Data
- Accounting
- Status
- —
- Last sync
- —
1 selected - Verify the companies have landed
- Read the schema before filtering on it
- Count the gap silently
- Put the list on screen
Invoices
7 results - Open one company on request
Your customer's e-invoicing details
Check what I found before we route.
PPAPETERIE LAFAYETTE SAS987 451 218 · papeterie-lafayette.frLegal nameSIRENBilled establishmentPostal addressVAT numberE-invoicing addressBuyer reference7 of 7 ready - If the workspace's own company is on the list
- State the scope limits plainly
- If any required step errors or returns unusable data
- 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.
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: the unpaid and overdue customer invoices, how late each is, and the total.
Chase late invoices
Get a prioritized list of who to chase for payment, with their contact info and a message already drafted.
CRM task reminder
Get one morning message with the Attio tasks that are due today or overdue.
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.
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