Bring invoices and expenses together
Send invoices, receipts and statements as they arrive. Ramón extracts the relevant amounts, dates and taxes, organises the documents by period and flags anything that needs checking.
Keep each tax quarter under control
Bring your invoices together, track income and expenses, estimate IVA and IRPF and prepare supported draft modelos. Ramón keeps each case organised throughout the year, so the next deadline does not mean starting again.
From everyday paperwork to the next tax deadline
Prepare for the end of the quarter
Ramón reviews the documents already in the case, shows what is missing and prepares the information needed for supported IVA and IRPF calculations and draft modelos.
Estimate how much to set aside
Using the income and expenses in your case, Ramón prepares a supported tax estimate and helps you allow for upcoming payments in your budget.
Keep income and expenses organised
See the information collected for each period, including income, expenses, expected invoices and planned payments.
Deal with AEAT letters
Upload the letter and Ramón will explain what the tax authority is asking for, identify the response deadline, list the documents you need and prepare a draft reply for your review.
Prepare before a deadline becomes urgent
Ramón keeps relevant dates, outstanding documents and next steps connected to the case and brings them back to your attention when it is time to act.
Available calculations and draft modelos depend on the tax, period, region and details of your activity.
Your autónomo work does not reset every quarter
Each case keeps its documents, calculations, correspondence, decisions and open questions together. Ramón uses that history when preparing the next step and asks you to confirm anything that may have changed.
- 01
As documents arrive
Add invoices, receipts and statements throughout the month instead of searching for everything at the end of the quarter.
- 02
Before the quarter closes
Check which expected documents are still missing and which figures need clarification.
- 03
When the calculation is ready
Review the figures used, the assumptions made and anything that still needs checking before the return is filed.
- 04
Next quarter
Continue with the information already collected. Previous documents and explanations remain available, while new periods and calculations stay clearly separated.
Example: preparing a quarterly return
You ask:
“Here are my invoices and bank statement for the quarter. Check what is missing and help me estimate my taxes.”
Ramón:
- organises the documents by period;
- extracts the relevant amounts, dates and taxes;
- compares the documents with your list of expected invoices;
- identifies missing or uncertain information;
- prepares a supported IVA or IRPF estimate;
- prepares a draft modelo where the task is supported;
- shows what needs to happen next.
What you get:
- documents organised for the quarter;
- a list of missing invoices and information;
- the figures used in the calculation;
- a supported tax estimate;
- a draft modelo, where available;
- open questions and the next deadline.
Documents, calculations and history remain saved in the same case for the next step.
Optional human review
Want a human gestor to check the result?
If you want professional confirmation before filing a return or replying to AEAT, ask for a gestor review inside Ramón.
Ramón prepares the relevant facts, documents, calculations, draft modelo and outstanding questions and sends the case to the gestor on your instruction. The gestor’s questions, replies and revised documents remain available inside Ramón together with the rest of the case.
Gestor review is optional and charged separately. It is requested and handled through Ramón rather than offered as a separate stand-alone service.
A clear boundary
Ramón prepares the work. You remain in control.
Ramón does not sign or submit tax returns, make tax payments or represent you before the authorities. You or your authorised adviser review the result and take the final action.
Understand this quarter. Be ready for the next one.
Start with the invoice, letter, calculation or deadline that needs your attention now. Ramón will help you build the case, keep everything together and prepare what comes next.