Tax Preparation Agent
aka “Tax Pack Preparer” in the catalogThe accountant handoff, assembled while you sleep. Receipts chased, entries categorized, a clean quarterly pack exported and ready to send.
- Monthly PrecheckMonthly on day 25 at 07:00
- Quarterly PackMonthly on day 1 at 07:00
Category
Runtime
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 PrecheckMonthly on day 25 at 07:00last run · completed
- task #02Quarterly PackMonthly on day 1 at 07:00last run · completed
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…
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…
What it delivers
A sample of what the Tax Preparation Agent produces. Illustrative, with fictional data.
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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Keeps its own workspace
The agent maintains a persistent workspace between runs, so context carries forward instead of starting from scratch every time.
- 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
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.
How deployment worksSee pricing
- Category
- Finance
- Runtime
- Hermes
- Scheduled tasks
- 2
- Hosting
- Fully managed
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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