Understand which obligations may apply
Gather data and questions about IVA, IRPF and corporation tax for professional review.
Keep your company’s tax work under control — all year
Ramón helps gather company documents, understand IVA and corporation tax questions, and prepare information for review.
From company documents to the next tax decision
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.
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.
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.
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.
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.
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.
- 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.
- 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.
- 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.
- 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.
Prepare for your own adviser
Need a professional review of the company case?
Ramón helps assemble the case summary, documents, calculations and open questions for a professional you choose.
In-product gestor review is not yet available. The company or its own professional reviews the result and takes the final action.
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.