For autónomos and Spanish S.L. companies

Stay on top of your business taxes — all year

Ramón keeps your tax questions, documents, calculations, deadlines and correspondence organised in separate cases. Add invoices and letters as they arrive, see what is missing, prepare supported estimates and drafts, and return to the right case when it is time to act.

Choose your business type

Autónomo

I’m an autónomo

Quarterly taxes, IVA and IRPF, invoices and expenses, tax estimates, AEAT letters and documents for your gestor.

Ramón for autónomos
S.L. company

I run an S.L. company

IVA and corporation tax, company documents, payments to directors, employees and contractors, overseas transactions, budgeting and preparation for your gestor.

Ramón for S.L. companies

If you are both an autónomo and an owner or director of an S.L., Ramón keeps the matters in separate cases so that documents, figures and deadlines do not get mixed.

One case. Every next step.

Your business does not start from scratch every quarter. Neither does Ramón.

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.

  1. 01

    Add documents as they arrive

    Send invoices, receipts, statements and tax letters when you receive them. Ramón connects them to the relevant case and period.

  2. 02

    See what is missing

    Before a filing deadline, Ramón shows which expected documents or details have not yet been added.

  3. 03

    Plan tax payments

    Use your income, expenses and available business information to prepare supported tax estimates and allow for upcoming payments in your budget.

  4. 04

    Prepare the next obligation

    Ramón brings together the relevant figures, documents and outstanding questions and prepares a supported calculation or draft modelo where available.

  5. 05

    Keep the history of each case

    Previous documents, explanations, decisions and correspondence remain connected to the case, so you do not have to reconstruct the situation every time.

Practical support for the whole case

What Ramón helps your business with

01

Taxes and supported returns

Identify the taxes and returns that may apply, collect the required information and prepare supported estimates and draft modelos.

02

Invoices and business documents

Extract the relevant figures, dates and taxes, organise documents by case and period, and flag items that need checking.

03

AEAT letters and deadlines

Understand what the tax authority is asking for, identify the response deadline, collect the required documents and prepare a draft reply.

04

Budgets and upcoming payments

Compare expected income and expenses with actual figures and plan for taxes and other essential payments.

05

Business decisions

Organise the facts and identify the tax questions connected with payments to directors, employees or contractors, overseas transactions and other supported business matters.

06

Preparation for your gestor

Create one clear pack containing the situation summary, relevant documents, calculations, open questions and previous correspondence.

Calculations and draft modelos are available only for tasks on the current supported list.

From the first document to the next deadline

A quarter with Ramón

  1. 01

    As documents arrive

    Add invoices, receipts and statements to the relevant business case.

  2. 02

    Before the quarter ends

    Ramón organises the information by period, identifies missing documents and flags figures that need confirmation.

  3. 03

    When the figures are ready

    Ramón prepares the supported tax estimate, draft modelo or information pack and shows what still needs checking.

  4. 04

    When it is time to act

    Review the result yourself or ask Ramón to prepare the case for your gestor. The documents, calculation and history remain connected to the same case for the next quarter.

Optional human review

A human gestor is available when you want a professional check

Inside Ramón, you can ask for a case, calculation, declaration or draft reply to be reviewed by a human gestor.

Ramón prepares the relevant facts, documents, calculations and questions and sends them 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 available through Ramón rather than 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 payments or represent your business before the authorities. You or your authorised adviser review the result and take the final action.

Understand your business taxes today. Stay organised all year.

Start with the question, letter or filing that needs your attention now. Ramón will help you build the case, keep the relevant information together and prepare what comes next.

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

01

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.

02

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.

03

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.

04

Keep income and expenses organised

See the information collected for each period, including income, expenses, expected invoices and planned payments.

05

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.

06

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.

  1. 01

    As documents arrive

    Add invoices, receipts and statements throughout the month instead of searching for everything at the end of the quarter.

  2. 02

    Before the quarter closes

    Check which expected documents are still missing and which figures need clarification.

  3. 03

    When the calculation is ready

    Review the figures used, the assumptions made and anything that still needs checking before the return is filed.

  4. 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.

HomeFor S.L. companies

Keep your company’s tax work under control — all year

Ramón brings together company documents, tax questions, calculations, deadlines and correspondence. Prepare supported IVA and corporation tax estimates, review business payments and keep each company matter ready for its next step.

From company documents to the next tax decision

01

Understand which obligations may apply

Ramón helps identify the taxes and returns that may be relevant to the company, the information required and what needs checking before anything is filed.

02

Prepare IVA and corporation tax figures

For supported situations, Ramón prepares an IVA or corporation tax estimate, shows the figures used and flags missing or uncertain information.

03

Organise company documents

Keep invoices, receipts, statements, calculations and correspondence together by period and case. Ramón shows which expected documents have not yet been added.

04

Review payments to people

When considering a payment to a director, employee or contractor, Ramón helps organise the facts, examine the supporting documents and identify the tax questions that need to be resolved.

05

Work through overseas transactions

For transactions with foreign clients, suppliers or business partners, Ramón brings together the relevant facts and documents and prepares the questions that may require specialist review.

06

Respond to AEAT

Upload a letter and Ramón will explain what is required, identify the response deadline, collect the relevant documents and prepare a draft reply for your review.

07

Plan company payments

Bring together expected income, upcoming expenses and tax estimates. Ramón compares the plan with the figures added to the case and helps you allow for upcoming obligations.

Available calculations and draft modelos depend on the tax, period, territory and circumstances of the company.

A connected case history

One continuous record for the company

Company tax work is rarely one isolated question. A calculation may depend on earlier invoices, a previous decision, an overseas transaction or correspondence with AEAT.

Ramón keeps that context connected to the relevant case.

  1. 01

    Documents stay with the right matter

    Invoices, calculations, letters and supporting documents remain organised by case and period rather than becoming one large, unsearchable archive.

  2. 02

    Decisions and open questions are preserved

    Keep track of what was decided, what still needs confirmation and which questions should be raised with your gestor.

  3. 03

    The next obligation builds on previous work

    When another filing period or related question arrives, Ramón can use the information already collected and ask you to confirm anything that may have changed.

  4. 04

    Company and personal matters stay separate

    If a question also affects a director or shareholder personally, Ramón keeps the company side and the individual’s tax position in separate cases so that documents, figures and responsibilities are not mixed.

A company case in practice

Example: closing the quarter and reviewing a company payment

You ask:

“Bring together the company’s documents for the quarter, check what is missing, estimate IVA and help me review a planned payment to the director.”

Ramón:

  • organises the company documents by period;
  • identifies missing invoices or information;
  • prepares a supported IVA estimate;
  • shows the figures and assumptions used;
  • opens a separate matter for the proposed director payment;
  • identifies the documents and tax questions relevant to that payment;
  • prepares a complete case pack if you want a gestor to review it.

What you get:

  • a summary of the quarter;
  • documents organised by period;
  • a list of missing information;
  • a supported IVA estimate;
  • a draft modelo, where available;
  • a separate list of issues relating to the director payment;
  • clear next steps for the company and its adviser.

The documents, calculations, decisions and correspondence remain connected to their respective cases.

Optional human review

Want a human gestor to review the case?

When a company return, transaction or response needs professional confirmation, request a gestor review inside Ramón.

Ramón prepares the situation summary, relevant documents, calculations, draft reply or modelo and the questions that remain unresolved. On your instruction, Ramón sends this material to the gestor.

The gestor’s questions, replies and revised documents remain available inside Ramón, so the review does not become a separate email chain detached from the company’s case.

Gestor review is optional and charged separately. It is available through Ramón rather than as a separate stand-alone service.

A clear boundary

Ramón supports the company. It does not act on its behalf.

Ramón does not sign or submit tax returns, make payments, provide formal representation or take legally binding action for the company. The company or its authorised adviser reviews the result and takes the final action.

Understand the company’s position today. Stay ready for what comes next.

Start with the return, transaction, letter or decision that needs attention now. Ramón will help you organise the facts, prepare the work and keep the complete history available for the next step.