Automate your tax preparation: VAT returns, trade tax, and year-end closing prep fully automated.
Preparing for tax returns and advance filings regularly ties up multiple employees for entire days in many companies. Bank statements need to be reconciled, receipts matched, input tax amounts totaled, and data formatted correctly for the tax advisor or filing portal.
The monthly VAT return alone is a major time sink: all incoming and outgoing invoices must be recorded, tax rates verified, and intra-community deliveries correctly reported. A single error can lead to additional payments, late fees, or a tax audit.
At year-end, the situation intensifies: inventories, provisions, depreciation, and account reconciliations must all happen in parallel. Tax advisors regularly complain about incomplete or incorrectly prepared documents from their clients.
Our workflow automatically collects all tax-relevant data from your systems — invoicing software, bank accounts, POS systems, and receipt archives. Data is grouped by tax rates, input tax deductions calculated, and prepared in a standardized format for your tax advisor or accounting platform.
For VAT returns, the workflow generates a complete monthly draft with all relevant figures. You or your tax advisor only need to review and approve — data collection is completely eliminated.
At year-end, the system automatically creates checklists for open items, reminds you of depreciation deadlines, and aggregates all data for the annual closing. Your tax advisor receives a clean, complete data package — without follow-up questions.
The workflow prepares data and creates drafts — final review and filing is always done by you or your tax advisor. The system doesn't replace tax advice but eliminates the data collection work.
VAT returns, trade tax preparation, input tax deduction calculation, and year-end closing preparation. Payroll tax is covered through the payroll automation workflow.
Yes, the workflow exports data in DATEV format or as a structured PDF. Your tax advisor automatically receives monthly data packages via email or a shared cloud drive.
We analyze your process and show you the concrete savings potential — no strings attached.
Or reach out directly: info@automate-it.dev