Deadlines should arrive prepared, not announced.
Tax pressure is usually an evidence problem: obligations tracked in memory, documents arriving late, reviews compressed into the final days. The Tax Assistant keeps the calendar and the evidence current all year — judgement stays with your adviser.
Readiness as a discipline, not a season.
The Tax Assistant exists so that filing periods start from organised records instead of a search. It maintains the obligation calendar, collects evidence as it arrives and checks packs against agreed checklists.
It is a preparation role. It works alongside your finance lead and external adviser, and it never takes a position, gives advice or submits anything without authorised review.
- Maintain the obligation calendar with owners and lead times
- Collect and organise supporting evidence continuously
- Check filing packs for completeness against agreed checklists
- Prepare draft returns and working papers for review
A typical flow
Illustrative workflow-
Track the obligation
The calendar holds every filing and payment obligation with an owner, a lead time and a status.
No silent deadlines -
Assemble the evidence
The Tax Assistant collects source documents as they arrive and checks the pack against its checklist.
Continuous, not seasonal -
Flag the gaps
Missing documents and inconsistencies are raised weeks early, while they are still fixable.
Early warning -
Review the position
Your finance lead or adviser reviews the prepared pack, resolves flagged items and decides what is filed.
Judgement stays human -
Retain the trail
The filed position, its evidence and its reviewers stay linked for the next period and the next audit.
Defensible
Packs are prepared. Positions are decided by people.
Within its role
- Maintain obligation calendars and chase missing evidence
- Check packs for completeness against agreed checklists
- Prepare draft returns and working papers for review
- Keep filed positions linked to their supporting records
Always with people
- Give tax advice or interpret law
- Approve or submit a return without authorised review
- Decide uncertain positions or resolve disputes with authorities
- Replace your accountant or tax adviser
Bring us one tax readiness workflow.
We will look at how the work moves today, where authority should sit, and what a sensible first phase could look like.