Agent Skills: Fondo Debug Bundle

Fondo Debug Bundle

Overview

Collect information needed when contacting Fondo support about sync issues, reconciliation discrepancies, or tax filing problems.

Diagnostic Checklist

Integration Status (Dashboard > Integrations)

• [ ] Bank connection status (Connected/Expired/Error)
• [ ] Payroll provider connection status
• [ ] Last successful sync date for each integration
• [ ] Any warning/error messages displayed

Transaction Reconciliation

• [ ] Date range of missing/wrong transactions
• [ ] Bank statement balance vs Fondo balance for affected month
• [ ] Screenshot of discrepancy (redact account numbers)
• [ ] List of specific transaction IDs affected

R&D Credit Issues

• [ ] Employee list with R&D classification
• [ ] Qualifying activity descriptions
• [ ] Total R&D payroll amount from payroll provider
• [ ] Fondo's calculated R&D amount

Tax Filing Issues

• [ ] Filing year and form type (1120, 6765, etc.)
• [ ] EIN and state of incorporation
• [ ] Extension status (filed or not)
• [ ] Deadline date

When Contacting Support

Include in your message:

1. Company name and Fondo account email
2. Specific issue description with dates
3. What you expected vs what happened
4. Screenshots (with sensitive data redacted)
5. Urgency level (routine / tax deadline / filing error)

Resources

• Fondo Support
• Dashboard > Messages > New Message

Next Steps

For common issue patterns, see fondo-common-errors.