Accountancy & Tax
Tax Deferral Authorization
Applying for tax authorizations, retrieving pre-filled tax returns, and filing for extensions takes time that you’d rather spend on your clients. Deferral Fiscal Authorization handles these steps automatically, so you have more time for your clients. You decide what the agents do for each client; you remain in control.
Learn About Deferral Fiscal Authorization
Stop doing manual prep work
Request and Review Authorizations by Customer
Manually Retrieving and Preparing VIA Data
Monitoring Requests for Extensions Against Firm Deadlines
Delayed filing process due to a single missed application
What Deferral Fiscal Authorization Does for You
Checks for each customer whether an active SBA authorization is in place
Automatically requests missing permissions in the background
Retrieves the VIA authorization and VIA set as soon as the authorization is active
Imports pre-filled tax return data directly into your file
Submits requests for an extension to the Tax Authority
Monitors renewals whenever possible
Result of the Deferral Fiscal Authorization
Always in Order: The Basic Requirements for Filing a Tax Return Are Met
No forgotten applications or missed deadlines
Less manual checking and requesting
A Breather During Tax Season: The Groundwork Is Being Done Behind the Scenes
Full control: You can configure what agents do on a per-customer basis
Pre-filled tax returns are ready in your file whenever you need them
Find out how it works
Deferral Fiscal Authorization consists of three agents that work together to ensure that the basic requirements for filing are always met.
Agent Authorization
If the SBA authorization Agent is not yet active, it automatically requests authorization for your customer. No manual verification is required; everything is handled in the background.
VIA Agent
The VIA Agent automatically retrieves the VIA authorization and VIA set as soon as the authorization becomes active. Pre-filled tax return data is available in your file whenever you need it—without you having to lift a finger.
Deferral Agent
The Deferral Agent automatically requests a deferral for your clients from the Tax Authority. By default, the request is sent out in early March. You decide for each client whether to enable this feature; the agent takes care of the rest.
Even More AI for Accounting & Tax
Tax Deferral Authorization
AI Agent
Completely automates tax authorizations and deferral requests. Requests authorizations from the Tax Office, collects pre-completed returns as soon as they are available and monitors extensions where possible. In this way, the basic conditions for filing returns are always in order and the advisor can focus on substantive work.
Boarding robots
AI Agent
Automates actuarial calculations for pension provisions in financial statements. Automatically applies current mortality tables, indexations and interest rates and processes changes directly per file. This saves annual calculations, reduces dependence on specific knowledge and increases accuracy and continuity within the office.
KYC agent
AI Agent
Automatically performs client due diligence on new and existing clients. Checks UBO structures, identities and risk profiles against current regulations. This ensures faster underwriting, fewer manual checks and a demonstrably compliant client base.
Client Structure Charter
AI Agent
Ask substantive questions on complete client files and get instant, substantiated answers based on all available documents. The agent searches legal and tax structures and extracts relevant information including context. This significantly reduces search time and provides assurance that insights are complete and correct.
Data Migration Agent
AI Power-up
Supervises the migration of financial data between systems without loss of structure or history. Checks data quality, recognizes inconsistencies and transfers data correctly to the new environment. This minimizes risks during system changes and shortens implementation processes.
Document Manager
AI Power-up
Automatically verifies submitted documents by comparing multiple data sources. Identifies inconsistencies and immediately determines whether information is correct and complete. This replaces manual checks and increases the speed and reliability of the process.
Frequently Asked Questions
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How can AI help with the tax filing process?
The greatest gains lie in the administrative procedures: requesting authorizations, retrieving pre-filled tax returns, and filing for extensions. This is predictable work with fixed rules—exactly where automation is most effective.
Is automated communication with the Tax Authority reliable?
Processes such as SBA authorizations and the deferral scheme follow fixed procedures with clear rules and deadlines. These processes are particularly well-suited for automation: no applications are overlooked, and the status is transparent for each client. A prerequisite is that the tax process rules are embedded within the software itself.
Does the advisor remain in control when agents handle the preliminary tax work?
Yes. You decide what the agent does for each client—for example, whether to request an extension. The agent carries out the decision; the office makes the call.
What are the benefits of automating tax preparation?
The basic requirements for filing tax returns are always met, without the need for manual verification. The time saved is devoted to the substantive work the client pays for: advice.
Which tasks performed by tax advisors are the most suitable for automation?
High-volume tasks with fixed rules and strict deadlines: authorizations, retrieving pre-filled tax return data, and requests for extensions. This is followed by audits and administrative work.
Better Every Workday
Improving and developing our solutions with AI is deeply ingrained in our way of thinking and working. By integrating industry-specific solutions onto our Qore/AI platform, we have access to a rich database that enables us to deliver AI innovations that add value across multiple industries simultaneously.