VAT preparer
Prepares the quarterly VAT overview and the deviations for your bookkeeper; the return itself it does not file.
Saves, estimated: ± 15 minutes a week
VAT preparer is an AI agent from Altramano for administration and finance. An AI agent does a task that involves reading, assessing or writing, such as assessing an enquiry or drafting a reply. It puts it in front of you, or does it itself if you want it to.
What it does
- Pulls the quarter's turnover and input tax from your accounting package.
- Puts the VAT amounts next to the invoices and marks what deviates, such as a wrong rate.
- Lists missing invoices and unclear bookings with a question.
- Sends the overview with the list to your bookkeeper, or to you.
An example
- In
- The end of the quarter, with 214 sales invoices and 96 purchase invoices in your package.
- Out
- A VAT overview per rate, three bookings with a question attached, and a mail to your bookkeeper, for approval.
Integrations it uses
Exact OnlineReading and creating relations, items, sales invoices, ledger lines and outstanding items in Exact Online.
Visma eAccountingAll 228 actions of Visma eAccounting: customers, suppliers, sales and purchase invoices, items, entries, bank and VAT, with triggers on new invoices and bank transactions.
AFAS ProfitReading and writing in AFAS Profit through GetConnectors and UpdateConnectors, per administration, with a trigger on new rows or a Profit notification.
SnelStartReading and creating relations, items, the ledger, sales and purchase invoices, purchase, bank and cash entries, documents, quotes and sales orders in SnelStart. A purchase invoice is booked straight from the attachment or a UBL file. Works with the SnelStart packages inZicht and inControle.
e-BoekhoudenReading and creating relations, sales invoices, entries, outstanding items, ledger accounts and balances, items and cost centres in e-Boekhouden. Purchase invoices are booked as received invoices; sales invoices can go out through Peppol if you wish.
GmailFind, send and answer mail in Gmail, with a trigger on new mail.
Microsoft OutlookFind, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail.
MoneybirdReading contacts, products, sales and purchase invoices in Moneybird, creating sales invoices, sending them and registering them as paid, with a trigger on every new or changed sales invoice.
Nmbrs AccountingReading contacts, outstanding debtors and creditors, ledger transactions and revenue in Nmbrs Accounting (formerly Yuki) and submitting sales invoices, with a trigger on every new or changed contact.
InformerReading relations, products, quotes, sales and purchase invoices in Informer, creating relations and creating and sending sales invoices, with a trigger on every new or changed relation.
Exact MultiversReading customers, suppliers, products, sales and purchase invoices, balances and the ledger in Exact Multivers and creating customers, with a trigger on every new or changed customer.- TwinfieldTwinfieldCreating and updating relations and creditors in Twinfield, creating sales invoices, purchase entries, bank and journal entries and requesting outstanding items and ledger transactions, with a trigger on every new outstanding sales invoice.
Where the limit lies
You or your bookkeeper checks the overview. The return itself is filed by a person, never by the agent.
Please note: The agent prepares and checks. It files no return and gives no tax advice; that stays with you and your bookkeeper.
Templates it bundles
| Sjabloon | Soort | What it does |
|---|---|---|
| Studio: VAT check per quarter | Studio task | A check of the VAT per rate and per month, with anomalies marked. |
| Deadlines: returns and contracts | automation | Fixed deadlines in a table; a reminder a week beforehand and on the day itself. |
Industries where this comes up
Frequently asked questions
Does it file the VAT return?
No. It prepares the overview and the deviations. You or your bookkeeper checks and files the return.
Does this also work if my bookkeeper does the VAT?
Especially then. Your bookkeeper gets an overview with the questions already taken out, and has less to chase.
What does it see as a deviation?
A rate that does not fit the product, an invoice without a VAT number, a purchase invoice booked twice, and bookings without an invoice.