Full company review for tax advisors. Generates a structured health report covering financials, document completeness, tax compliance, and action items. Use when a tax advisor asks for an overview, health check, or status of a client company.
Perform a comprehensive company review for the tax advisor:
get_client_overview with the active company ID to get an aggregated snapshotget_missing_documents_summary to identify all transactions without receiptsget_tax_compliance_status to check report filing status and registration completenessStructure the output as follows:
Prioritized list of recommended actions:
Be specific with amounts, dates, and report periods. Use EUR formatting.