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.
Learn About Deferral Fiscal Authorization
Stop the administrative preparations
What Deferral Fiscal Authorization Does for You
Analyzes complete files and transactions
Checks invoices, purchase orders, deliveries, and suppliers
Automatically extracts audit information
Identifies discrepancies and inconsistencies
Supported by direct source citations
Provides structured output
Result of the Deferral Fiscal Authorization
20–40% faster processing per case
Less manual searching
Greater consistency in inspections
Improved reproducibility
Consistent rationale
Greater certainty for the accountant
Find out how it works
Deferral Fiscal Authorisation consists of three agents that work together to ensure the basic requirements for filing a tax return 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
Deferral Fiscal 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.
AI-powered Document Manager
AI Agent
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.
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.
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.