Have AI prepare tax returns from last year and receipts

Tax advisers have tax returns prepared automatically from the previous year and the receipts

Needs setupAI Act: no extra obligationsAutomating processes with AI agentsLaw & tax

Fits: Finance & accounting

Receipts are assigned, previous-year figures carried over and discrepancies flagged before anyone opens the return. Staff check and resolve queries instead of typing up receipts.

Is this for you?

  • Your firm prepares many similar income tax returns, for example for employees with rental income or for pensioners.
  • Clients supply receipts digitally, for example via a receipt portal or by upload, and the previous year's return is in the firm's software.
  • You want a qualified tax adviser to keep checking and taking responsibility for every return at the end.
First step today

Create a made-up list of receipts for a test client and have it compared with the previous year's figures using the template below. First check whether the AI marked missing receipts as missing or quietly filled in previous-year figures.

How to go about it

  1. Write down how a return is prepared, step by step
  2. Clarify the firm’s software, receipt intake and access
  3. Set up an agent for assignment and comparison
  4. Have every prepared return checked
  5. Hand over more of the preparation step by step
  6. Evaluate errors and queries

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-11 · Legal status 08.10.2026