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Accounting and financeAutomation

Client tax calendar

The agent keeps each client's tax and payroll calendar (VAT regime, year-end, corporate tax installments, CFE business tax, DAS2 fee return, annual return), alerts the staff member in charge 10 days ahead and reminds the client what they need to provide.

Use this template

€3 per month, estimatedPrice confirmed before launch

Or launch it from WhatsApp

What the agent does

Every Monday at 8 am

  1. 1Calculate. Deadlines based on regime and year-end.
  2. 2Notify. Staff member 10 days ahead.
  3. 3Remind. The client of what to provide.

Sample deliverable

Week 45: 17 deadlines

  • November 15: 2nd CFE installment for 9 clients.
  • November 19: monthly VAT for 12 clients (staff member: Sophie).
  • SARL Kappa annual return (year-end July 31): to file before November 15.
  • Excel: This month's calendar
  • Message: Alerts per staff member

Connectors

  • Google SheetsGoogle Sheets: read the client book and tax regimes
  • GmailGmail: notify staff and clients

Already set up for you

Alert
10 days ahead

What you'll be asked

  • Which spreadsheet holds your client book?

Who it's for

About 4 runs a month, standard business logic and 6 actions per run (emails sent): Micro tier.

Learn more

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