Which runtime does the Tax Pack Preparer agent use?

It runs on hermes runtime in a dedicated cloud environment that Qoren provisions and keeps online for you.

How often does the Tax Pack Preparer 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 Pack Preparer 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.

Can I customize the template after deploying?

Yes. The template is a starting point: edit the persona, scheduled tasks, workspace, and connected tools to fit how you work.

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 Pro and above. The Tax Pack Preparer agent runs on hermes.

Do I have to manage any servers?

No. Each agent runs in a dedicated, fully managed cloud environment. Qoren handles provisioning, isolation, runtime setup, and limits.

Tax Pack Preparer Agent Template

What it does

The Tax Pack Preparer agent, on autopilot.

Each task runs on its own schedule in a managed environment. Adjust any of them, or add your own.

Monthly 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 (build a chase list with drafted requests to the…

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 (build a chase list with drafted requests to the…

last run · completed

Monthly 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, and an open-quest…

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, and an open-quest…

last run · completed

Example output

What it delivers.

A sample of what the Tax Pack Preparer agent produces. Illustrative, with fictional data.

Example delivery

Example output

Monthly Precheck · Monthly on day 25 at 07:00

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 (build a chase list with drafted requests to the…

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Memory

Keeps its own workspace.

The agent maintains a persistent workspace between runs, so context carries forward instead of starting from scratch every time.

workspace

01Who the owner is — business, timezone, quiet hours, delivery channel
02Jurisdiction, VAT cadence and scheme, the accountant's preferred format, category-to-tax-line mapping, and entity details

Before & after

Stop running it by hand.

Doing it manually

Someone remembers to do the work, on time, every time
It stalls whenever a person is busy, asleep, or away
Context lives in someone's head instead of a workspace
Scaling it means more manual hours

With the Tax Pack Preparer agent

The Tax Pack Preparer agent runs the work on its own schedule
Stays online on a managed cloud environment, no server to run
Keeps its own workspace and context between runs
Tune the persona, schedules, and tools to your workflow

How it runs on Qoren

Live in three steps.

01

Deploy

Pick the template, get an environment

Start from this template and Qoren provisions a dedicated, managed cloud environment. No Docker, VPS setup, or runtime wrangling.

02

Configure

Tailor the persona, schedules, and tools

Adjust what the agent does and connect your tools. Use the managed model key included with your plan, or bring your own on Pro and above.

03

Stay online

Runs on schedules and triggers

The agent keeps working without a laptop or a server to babysit. Monitor activity, usage, and spend from one dashboard.

Tax Pack Preparer template questions

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.

Deploy the Tax Pack Preparer agent today.

Sign in, start from this template, and go live in minutes. Plans from $19/mo.

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