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Ta Missing Receipts | Skills Pool

Skill-Datei

Ta Missing Receipts

Find and collect missing receipts for a client company. Identify high-priority items, suggest a ping strategy, and bulk-notify the client. Use when a tax advisor asks about missing documents, Belege, or requests receipts from a client.

norman-finance41 Sterne04.03.2026

Beruf
Kategorien: Vertrieb & Marketing

Skill-Inhalt

Help the tax advisor identify and collect missing receipts from a client:

Step 1: Get the missing documents summary

Call get_missing_documents_summary with the active company ID
This returns all transactions without receipts grouped by month with amounts

Step 2: Analyze and prioritize

Present the results in a structured format:

By priority:

Critical (>250 EUR) — required for Vorsteuerabzug
High (100–250 EUR) — significant business expenses
Medium (<100 EUR) — should be collected for compliance
Informational — small amounts that may be bundled

By month: Show which months have the most gaps

By category: Group by category to help the client understand what types of documents are needed

Step 3: Suggest a ping strategy

Verwandte Skills

Schnellinstallation

Ta Missing Receipts

npx skillvault add norman-finance/norman-finance-norman-mcp-server-skills-ta-missing-receipts-skill-md

Skill herunterladen Repository öffnen

Autor: norman-finance
Sterne: 41
Aktualisiert: 04.03.2026
Beruf

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01Step 1: Get the missing documents summary

Recommend which transactions to ping the client about first (highest amount, oldest first)
Suggest grouping pings by vendor or category to make it easier for the client
Warn if the total missing count is very high (suggest batching requests)

Step 4: Send reminders

Ask the tax advisor to confirm before sending
Call ping_client_for_documents with the selected transaction IDs
Report how many reminders were sent successfully

Step 5: Summary

Show total missing documents before and after action
Recommend a follow-up date to check again
Remind about the 10-year retention requirement (Aufbewahrungspflicht)

Tips for the advisor:

In Germany, receipts are mandatory for Vorsteuerabzug on expenses >250 EUR
Digital copies are GoBD-compliant when stored properly in Norman
Consider requesting receipts monthly to avoid large backlogs

02

Step 2: Analyze and prioritize

03Step 3: Suggest a ping strategy

04Step 4: Send reminders

05Step 5: Summary

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