Ta Tax Compliance

Skill File

Ta Tax Compliance

Tax compliance check for a client company. Checks all tax periods, identifies unfiled or overdue reports, verifies tax registration, and generates a compliance summary. Use when a tax advisor asks about tax deadlines, compliance status, or filing obligations.

norman-finance41 starsMar 4, 2026

Occupation
Categories: Sales & Marketing

Skill Content

Perform a thorough tax compliance check for the tax advisor:

Step 1: Check compliance status

Call get_tax_compliance_status with the active company ID
This returns tax reports status, tax settings, and registration info

Step 2: Review tax settings

Call list_tax_settings to verify the reporting frequency and VAT configuration
Check if the settings match the company type (e.g., Kleinunternehmer vs. VAT subject)

Step 3: Verify registration

Check the following registration details:

Steuernummer (tax ID): Is it set? Is it in the correct format for the tax state?
USt-IdNr. (VAT ID): Is it set? Is it needed based on EU trade activity?
Tax state (Bundesland): Is it correctly assigned?

Step 4: Analyze report filing status