Tax planning & compliance
Filing deadlines get tracked across every jurisdiction, sales-tax nexus gets monitored before it becomes a liability, the provision workpapers assemble from the close, and the package your tax advisor needs shows up built instead of requested. Tax stops being the thing you discover you were behind on.
Overview
Tax is the function where the cost of being a little behind is a penalty notice, and most growing companies are a little behind without knowing it. Sales-tax nexus gets tripped in a new state months before anyone notices. Quarterly estimates get calculated off last year's numbers because this year's weren't ready. The annual scramble to build the provision and assemble the advisor's package consumes the controller for two weeks. None of it is strategy. All of it is deadlines and documentation, which is the kind of work that should never depend on a human remembering.
This agent runs the compliance calendar and the documentation underneath it. It tracks filing obligations and deadlines across every jurisdiction you operate in, monitors economic nexus thresholds against live revenue by state, calculates quarterly estimated payments from current-period actuals, and assembles the provision workpapers and the advisor handoff package from the closed books. It does not file your returns and it does not give tax advice. It makes sure the deadlines are known, the thresholds are watched, and the documentation is built and clean when your CPA or tax counsel needs it. The work that was a two-week scramble becomes a package that is already sitting there.
Capabilities
- Tracks tax filing obligations and deadlines across every jurisdiction (federal, state, local, international) where the business has a registered presence
- Monitors economic nexus thresholds against live revenue and transaction counts by state, flagging when a new filing obligation is about to trigger
- Calculates quarterly estimated tax payments from current-period actuals instead of stale prior-year figures, with the assumptions documented
- Assembles the income tax provision workpapers from the closed books, reconciling book-to-tax differences against the supporting schedules
- Builds the handoff package your CPA or tax counsel needs (trial balance, schedules, fixed-asset roll-forward, supporting documentation) so the advisor reviews instead of requests
- Surfaces every deadline, threshold, and exception for human review, and prepares filings and packages without ever filing or rendering tax advice on its own
Example Output
Tax compliance status, Q2
Filing calendar (next 60 days):
- Federal Q2 estimated payment: due June 16. Calculated at $84,200 (see below). Staged for CFO approval and EFTPS scheduling.
- Delaware franchise tax: filed in March. No action.
- CA, NY, TX state estimates: due June 16. Calculated and staged.
- Sales-tax returns (7 states): monthly filings due June 20. Returns prepared in Avalara, flagged for review.
Nexus monitor (economic nexus by state):
- New trigger flagged, Colorado. Trailing-12-month sales into CO crossed $100,000 on June 4 (current: $103,400). Economic nexus threshold met. Action: register for a CO sales-tax permit before the next filing period. Routed to the controller. Estimated first-filing obligation: July.
- Approaching threshold: Washington at $89,000 of $100,000. Monitoring; projected to cross in roughly 6 weeks at current run-rate.
Q2 estimated payment calculation (federal):
- YTD book income through May: $1.31M
- Estimated book-to-tax adjustments: +$142K (meals at 50%, accruals, depreciation timing per the fixed-asset schedule)
- Estimated taxable income, annualized: roughly $3.6M
- Safe-harbor basis (110% of prior-year liability): $84,200. Using the safe harbor: it is lower than the annualized-income method and protects against the underpayment penalty. Assumption documented.
Status: All Q2 estimates and returns calculated and staged. Colorado nexus registration flagged as the one item requiring a decision this week. The handoff package for the external CPA is assembled and current. Nothing filed; awaiting review and authorization.
Agent Workflow
Maintain the jurisdiction and deadline calendar
The agent maintains a live calendar of every filing obligation and due date across the federal, state, local, and international jurisdictions where the business is registered, and surfaces what's coming due before it's late.
Monitor nexus thresholds against live revenue
The agent tracks economic nexus thresholds against live revenue and transaction counts by state, flagging a new obligation as it approaches rather than after the company has been liable for two quarters.
Calculate estimated payments from current actuals
The agent computes quarterly estimates from current-period actuals, compares methods (annualized income versus safe harbor), and documents the assumption behind whichever it recommends.
Assemble provision workpapers from the close
The agent builds the income tax provision workpapers from the closed books, reconciling book-to-tax differences against the supporting schedules so the numbers tie before anyone reviews them.
Build the advisor handoff package
The agent assembles the package your CPA or tax counsel actually needs (trial balance, schedules, fixed-asset roll-forward, documentation) organized to the advisor's request list, so the engagement starts at review instead of retrieval.
Flag decisions and exceptions for review
Anything requiring judgment (a new nexus registration, a method election, an unusual book-to-tax item) routes to a human with the supporting detail attached. The agent does not make tax decisions.
Stage filings and payments for authorization
Prepared returns and estimated payments are staged for a named human to authorize. The agent prepares; it does not file, and it does not move money on its own.
Archive filed returns and supporting documentation
Once filed by the responsible party, returns and their supporting documentation are archived and indexed, so the record is complete and retrievable for the next return, audit, or due-diligence request.