Role
Tax
Where does the reasoning go for why you classified a transaction one way rather than another a year ago? If it is nowhere, then at an inspection you reconstruct your thinking from memory - and an inspection comes years later.
Intro call
Four questions we would start with
Where does the reasoning for a position taken end up?
If it goes into an email or into someone's head, then at an inspection you have to reconstruct what guided you - and two years have passed since that decision and the law has changed.
What stays in the company when the tax person leaves?
The returns stay. Knowledge of why they look as they do leaves with them - and the successor either repeats the position blind or changes it with no knowledge of the reasons.
When is an unusual transaction classified?
If it is in the last week before the deadline, a decision with consequences for years is made in a hurry, under the pressure of a return that has to be filed.
How do you know a change in the law concerns you?
There are dozens of changes a year and most do not concern your business. The problem is that establishing this means reading them all.
We take over the tracking and the assembling, you keep the interpretation
The calendar of obligations, preparing the data for returns, monitoring changes and keeping the register of positions can be taken off the desk. Interpreting the law and deciding a classification stay with a person - and must stay there.
- The system does not interpret the law. - It points out a change, reminds about a deadline, assembles the data. What follows from that for your situation is settled by the specialist, with an adviser where needed.
- A position has its reasoning and its date recorded. - It is the cheapest insurance you can buy - at an inspection it is known what state of the law and what facts the decision rested on.
- The data for a return is assembled, not recalculated. - The books remain the source, and the system shows what is missing and what departs from previous periods.
Scope
What can be taken off tax work
Twenty example tasks. Each one has a human approval point. Below is a selection, and the scope we fit to your process.
The calendar of obligations
- A calendar of deadlines for all the company's obligations
- Reminders with lead time matched to how laborious each is
- The list of data needed for each return and its status
- A signal about an obligation arising from a new situation in the company (assessment: the specialist)
- A register of returns filed and corrected
Data for returns and SAF-T files
- Assembling the data from the books under defined rules
- Pointing out lines departing from previous periods (assessment: the specialist)
- Checking consistency between returns for the same period
- Detecting transactions needing a separate classification
- Preparing supporting schedules (approved by: the specialist)
Interpretations and positions
- A register of positions taken with the reasoning, the date and the state of the law
- Linking a position to the types of transaction it covers
- A reminder about positions needing review after a change in the law
- Gathering the material for a ruling request (content: the specialist or an adviser)
- The history of how a given question was treated before
Changes, inspections, verification activities
- Monitoring changes in the law filtered to your business (judgement of relevance: the specialist)
- Pointing out the areas of the company a change affects
- Preparing the set of documents requested by the authority
- The history of the settlements in the period under inspection
- A register of correspondence with the authority in a case
A day's work
Today
- You remember the deadlines or keep them in a spreadsheet of your own
- You assemble the data for returns by hand from several schedules
- You read the changes in the law in full, to fish out the relevant ones
- The reasoning for a position stays in an email to the board
- At an inspection you reconstruct what happened in a period years ago
- You classify an unusual transaction under the pressure of an approaching deadline
With AI assistance
- The calendar reminds you with lead time matched to how laborious the obligation is
- The data for a return is assembled, and the outlying lines flagged
- Changes arrive filtered, with what they affect in your company pointed out
- A position has its reasoning, its date and the state of the law recorded
- The set for the authority comes from recorded history, not from memory
- You see an unusual transaction earlier, because it is flagged at posting
- Meeting deadlines
an obligation is not missed
the calendar is a process, not one person's spreadsheet
- Consistent positions
the same transaction is treated the same way every year
the positions are recorded and linked to types of transaction
- Ready for an inspection
the set of documents is gathered rather than assembled after a demand
the history of settlements and reasoning is recorded as you go
- A defensible position
a decision from years ago can be defended before the authority
the reasoning and the law as it then stood are kept with the decision
We start with the register of positions, because it is what is lost fastest when people leave.
- Step 1
We write down the positions taken
For the questions that genuinely come back in your company. Uncomfortable, because some of the reasoning has to be reconstructed - and exactly why it is worth doing now rather than at an inspection.
- Step 2
The calendar of obligations
Deadlines, the data each obligation requires, reminders. Simple and effective immediately.
- Step 3
Assembling the data
For the most laborious returns, with every line approved. There is no room for shortcuts here.
- Step 4
Monitoring changes
A filter for your business and the linking of changes to existing positions. It works only once the register from step 1 exists.
Common questions
Questions that come up at the first meeting
Does less work on returns mean fewer people in tax?
Tax risk does not fall with the number of hours spent over files - it falls with how much attention is left for the doubtful cases. Today that attention is consumed by assembling data and reconciling. A specialist who is not doing that by hand works on what the company is really accountable for: judging unusual transactions and defending a position.
Does this fall under the AI Act?
Supporting a company's tax reporting is not a high-risk use. More relevant are the requirements on tax documentation and retention periods - and after the change those are met more fully, because the reasoning stops living in private correspondence.
Still have a question that is not here? Book a call
Next step
How many of your tax positions exist only in one person's head?
We will show you what work on tax reporting looks like when the reasoning is recorded and changes in the law arrive filtered.