Israeli Tax Season
Everything you need for annual tax filing, VAT reporting, and tax optimization in Israel
All bundle skills in one chat
Tax season in Israel means navigating annual returns, bimonthly VAT reports, withholding reconciliation, and finding every legitimate deduction. This bundle combines five skills that cover the full tax workflow for individuals, freelancers, and businesses.
Key facts
- Annual return deadline: April 30 for individuals, with online extensions typically available until May 31 (Income Tax Ordinance, פקודת מס הכנסה).
- Annual return form: Tofes 1301 (individuals) / Tofes 1214 (self-employed attachment).
- VAT reporting: bimonthly, every 2 months by the 15th of the following month, filed with Rashut HaMisim.
- Withholding at source (ניכוי מס במקור): rates vary by service category and supplier certificate (ishur nikui b'makor). Withheld amounts are reconciled against annual tax liability.
- Refund window: you can file to recover overpaid tax retroactively up to 6 years back (סעיף 160 לפקודת מס הכנסה).
- Osek patur threshold (2026): annual revenue under 122,833 NIS (raised from 120,000 NIS in 2025), exempt from VAT but still files income tax.
Who is this for?
- Freelancers filing annual tax returns (tofes 1301)
- Business owners managing VAT reports and corporate tax
- Employees with side income who need to file independently
- Accountants looking for AI-assisted tax preparation tools
What you get
- Israeli Tax Returns: prepare and understand annual tax filings
- Israeli VAT Reporting: automate bimonthly VAT calculations and reports
- Israeli Tax Withholding: manage nikui mas b'makor and reconcile withheld amounts
- Israeli Expense Categorizer: sort expenses into correct tax deduction categories
- Israeli Corporate Tax Strategy: optimize tax planning for businesses
npx skills-il add-bundle israeli-tax-season -a claude-codeInstall on Claude.ai, Claude Desktop, ChatGPT, Manus, or other platforms
- 1. Click "Download ZIP" to download the bundle files.
- 2. Open Claude Desktop and go to Customize > Skills.
- 3. Click "+" and select "Upload a skill", then upload each ZIP file from the bundle.
- 4. Start a new conversation. The skills will activate automatically when relevant.
Try These Prompts
I'm self-employed and earned 180,000 NIS this year. I have home office, car, professional development, and insurance expenses. Show me what deductions I qualify for and how to categorize them in my annual return
One of my clients withheld 10% tax at source on payments totaling 60,000 NIS. How does this affect my annual tax liability and where does it go on my return?
Give me a complete checklist for filing my annual tax return as a self-employed person, what documents to gather, what to calculate, and what deadlines I cannot miss
Skills in this bundle
Author: skills-ilPrepare and file Israeli tax returns with Reshut HaMisim. Covers Form 1301 (individual), Form 135 (short return for salaried refund-seekers), Form 1214 (corporate), Form 126 (employer salary), Form 856 (supplier payments), Form 6111 (financial statements), mikdamot (advance payments), Mas Shevach (real estate capital gains), and securities capital gains (Forms 1322/1325). Guides income classification, deductions, tax credits, surtax, deadlines, and SHAAM submission. Do NOT use for VAT reporting (use israeli-vat-reporting), withholding tax (use israeli-tax-withholding), crypto tax (use israeli-crypto-tax-reporter), payroll (use israeli-payroll-calculator), invoicing (use israeli-e-invoice), or Section 102 employee stock options (use israeli-stock-options-tax).
Author: skills-ilPrepare, validate, and guide submission of Israeli VAT reports (Doch Maam) per Tax Authority standards. Use when user asks about VAT reporting, VAT calculation, "doch maam", "maam", Israeli VAT filing, VAT deadlines, or input/output VAT reconciliation. Supports monthly, bi-monthly, and annual reporting. Handles zero-rated exports, exempt transactions, and Eilat zone rules. Do NOT use for income tax, corporate tax, or non-Israeli VAT systems.
Author: skills-ilIsraeli tax withholding (nikui mas bemakor) rates, certificates, and calculations. Use when user asks about withholding tax, "nikui mas", withholding certificates, "ishur nikui", tax coordination (tium mas), or needs to calculate withholding amounts. Covers payments to suppliers, freelancers, landlords, and cross-border payments. Do NOT use for employee payroll tax (see israeli-payroll-calculator) or VAT reporting.
Author: skills-ilAI-powered categorization of business expenses into Israeli tax-deductible categories based on current Israeli Tax Ordinance rules. Applies correct deduction percentages (car 45%, phone/internet 80%, home office proportional), maps to standard Israeli chart of accounts, and handles Osek Patur vs Osek Murshe differences for VAT eligibility. Use when you need to classify business expenses for Israeli tax reporting, prepare expense reports for your accountant, or verify deduction eligibility. Do NOT use for final tax filing, legal tax advice, or payroll-related expense processing.
Author: skills-ilStrategic tax analysis for Israeli company owners (baalei shlita) comparing salary, dividends, shareholder loans, and management fees as profit extraction methods. Calculates total tax burden across methods, identifies optimal strategy based on assessment amount and company structure, and verifies compliance with Israeli Tax Authority rules. Use when you need to pay a personal tax assessment from company funds, compare dividend vs salary, analyze shareholder loan tax implications under Section 3(tet), or plan profit extraction as a controlling shareholder. Prevents costly extraction mistakes by analyzing withholding, Bituach Leumi, surtax, and corporate tax interactions. Do NOT use for VAT reporting (use israeli-vat-reporting), payroll processing (use israeli-payroll-calculator), annual tax return filing (use israeli-tax-returns), or crypto tax (use israeli-crypto-tax-reporter).
Author: skills-ilGuide salaried Israeli employees through the voluntary tax-refund process with Reshut HaMisim. Reads Form 106, detects refund triggers (mid-year job change, unemployment, maternity leave, military reserve duty, Section 46 donations, yishuv mezakeh, undeclared credit points, disability, alimony, early keren hishtalmut withdrawal), estimates the refund using 2026 brackets and the 242 ₪/month credit-point value, generates a per-trigger document checklist, and fills Form 135 or routes the user to the online refund portal. Knows the 6-year retroactive window (Section 160 ITO). Use when a salaried employee asks about Israeli tax refund, החזר מס לשכירים, Form 135, missed credit points, miluim refund, or refunds for previous tax years. Do NOT use for self-employed Form 1301 filers (use israeli-tax-returns), payroll math (use israeli-payroll-calculator), stock options (use israeli-stock-options-tax), crypto (use israeli-crypto-tax-reporter), or VAT (use israeli-vat-reporting).
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