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ACCOUNTING FIRMS
AI agent for quarterly tax returns in accounting firms
Four dates a year concentrate all the pressure in the office: the agent builds each quarterly return from each client's books, validates it and files it before the deadline.
AI agent for quarterly tax returns in accounting firms
An AI agent for quarterly tax returns in accounting firms integrates with your tools and current flow, with human supervision and traceability. Before automating we define the task, exceptions and success criteria.
We work from Barcelona and Madrid and remotely across Spain, Europe, LATAM and the United States. The agent adapts to your sector and real process, not the other way round.
We hand over the agent, its configurations, repositories and documentation in accounts owned by your company, without lock-in and with the ability to audit or rotate credentials.
Four dates a year concentrate all the pressure in the office: the agent builds each quarterly return from each client's books, validates it and files it before the deadline.
THE CHALLENGE
quarterly tax returns in accounting firms
In quarterly tax returns in accounting firms, manual work is slow, depends on staff and leaves room for error; automating it without knowing the sector's flow is a risk. The difference is an agent with rules, exceptions and control, built for your operation.
Models 303 and 130 on tight deadlines
Quarterly VAT and withholdings require gathering data from many clients and filing before the window closes.
Incomplete client data
Invoices, income and withholdings arrive late or in different formats, forcing staff to chase clients.
Errors leading to requirements
A mismatch in a single box can end in an AEAT requirement and a costly correction.
APPROACH
quarterly tax returns in accounting firms
An agent with rules, exceptions and milestone control, adapted to your sector.
Automatic data gathering
The agent collects invoices, income and withholdings per client from their sources and flags what is missing.
Rules by regime and model
It applies each model and tax regime's criteria to compute bases, amounts and withholdings.
Supervised return draft
It prepares each return and leaves it for review so the manager validates it before filing.
Traceable filing and archive
It files with the AEAT and stores the proof of each return with its date and owner.
DELIVERABLES
quarterly tax returns in accounting firms
An operational, traceable agent under your control.
Calculated quarterly returns
Models 303, 130, 111 and 115 pre-computed per client, ready for review.
Missing data list
A list of invoices or receipts still missing per client to close each return.
Filings with proof
Returns filed with their verification code and an orderly per-client archive.
Deadline calendar
Deadlines per model and client with alerts so no filing is missed.
TRUST
AI applied to real sector processes with supervision
AI agents adapted to your sector's real operations since 2008, with human supervision, traceability and milestone control in Barcelona, Madrid and remote. Code and documentation under your control, without lock-in.
- Adapted to your sector's real operation.
- Human supervision with milestone and exception control.
- A measurable first release before expanding scope.
- Code, configurations and documentation under your control.
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