Tax Preparation Agent
aka “Tax Pack Preparer” in the catalog
The accountant handoff, assembled while you sleep. Receipts chased, entries categorized, a clean quarterly pack exported and ready to send.
- Category
- Finance
- Scheduled tasks
- 2monthly
- Runtime
- Hermes
- Works with
- GmailStripeGoogle SheetsSlack
- Hosting
- Fully managed, always on
- Monthly PrecheckMonthly on day 25 at 07:00
- Quarterly PackMonthly on day 1 at 07:00
How the Tax Preparation Agent works
Every run reads from the tools you connect, works through its brief, and keeps what it learns in a persistent workspace, so context carries forward instead of starting from scratch.
Connect the ones you use. It works with what it has.
- Monthly PrecheckMonthly on day 25 at 07:00
- Quarterly PackMonthly on day 1 at 07:00
Keeps in its workspace
- Who the owner is: business, timezone, quiet hours, delivery channel
- Jurisdiction, VAT cadence and scheme, the accountant's preferred format, category-to-tax-line mapping, and entity details
A report after each run
Sent to your Slack, Telegram, or another channel you connect.
Drafts that wait for you
Anything that leaves your business is written for your approval, not sent on its own.
Answers in chat
Ask it about its work any time from the agent's chat in your dashboard.
The Tax Preparation Agent, on autopilot
Each task runs on its own schedule in a managed environment. Adjust any of them, or add your own.
Task 01Monthly on day 25 at 07:00
Monthly Precheck
Before the month closes, run the pre-check against the ledger (bookkeeper's ~/ledger/ if present, otherwise the receipts inbox and Stripe): transactions missing receipts…
Task 02Monthly on day 1 at 07:00
Quarterly Pack
Assemble the quarterly tax pack per ~/workspace/TAXPACK.md: a categorized ledger export (Excel) mapped to the accountant's tax lines, a receipt-archive index, a VAT summary if the entity is registered…
What it delivers
Each run ends with a message in your channel. Here is the brief the Tax Preparation Agent's first task works from.
Tax Preparation AgentAGENTMonthly on day 25 at 07:00
Monthly Precheckcompleted
The brief: Before the month closes, run the pre-check against the ledger (bookkeeper's ~/ledger/ if present, otherwise the receipts inbox and Stripe): transactions missing receipts…
Deploy this template and Qoren provisions a dedicated, managed cloud environment: no Docker, VPS, or server upkeep. Tailor the persona, schedules, and tools, use the managed model key or bring your own, and the agent stays online with activity, usage, and spend in one dashboard.
Tax Preparation Agent template questions
What does the Tax Preparation Agent template do?
The accountant handoff, assembled while you sleep. Receipts chased, entries categorized, a clean quarterly pack exported and ready to send. It runs 2 scheduled tasks on a managed cloud environment.
Which runtime does the Tax Preparation Agent use?
It runs on the Hermes runtime in a dedicated cloud environment that Qoren provisions and keeps online for you.
How often does the Tax Preparation Agent run?
On a schedule you control. Out of the box it runs monthly on day 25 at 07:00, monthly on day 1 at 07:00. You can change the cadence, or trigger it on demand.
Will the Tax Preparation Agent do things without my approval?
No. It drafts and prepares the work, and you stay in control of anything that leaves your business. A reply, an invoice reminder, or a public post is written for your approval, not sent on its own.
What do I need to connect before it works?
Start from the template and connect the tools it needs, then set a model key: use the managed key included with your plan, or bring your own on any plan. The Tax Preparation Agent runs on the Hermes runtime.
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Deploy the Tax Preparation Agent today.
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