Check annual accounts for plausibility before filing

Tax advisers prepare annual financial statements with automatic plausibility checks

Needs setupAI Act: no extra obligationsAnalysing & reporting dataLaw & tax

Fits: Leaders & strategy · Finance & accounting

Unusual balances, forgotten year-end entries and breaks from the previous year are noticed before the accounts go for review. Questions to the client are collected and sent early instead of one by one shortly before the deadline.

Is this for you?

  • Your firm prepares many annual financial statements and cash-basis profit calculations (EÜR), and the review depends on a few experienced people.
  • Trial balances with prior-year figures can be exported from your firm software as a spreadsheet.
  • You want to turn checking rules that today exist only in the heads of qualified staff into a fixed firm standard.
First step today

Export the trial balance of a completed client engagement with prior-year figures, delete the client name, tax number and personal accounts, or use made-up test values, and run it against fixed checking rules with the template below. Compare the hits with the questions you actually asked at the time.

How to go about it

  1. Decide what should stand out before filing
  2. Export and align trial balances
  3. Have the checking rules applied to the accounts
  4. Trace hits back to the account and the voucher
  5. Write the list of questions and the review note
  6. Maintain the checking rules as a firm standard

Templates to copy

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Included in the training

The complete guide

  • 6 steps explaining exactly what to do
  • 3 proven templates to copy into your own AI
  • Safe use: data, checking, deciding, informing
  • Pitfalls, effort and how to recognise success

With the training you get all 430 guides for as long as your access runs.

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RS-06 · Legal status 08.10.2026