Tax records
& document preparation
Organise relevant statements, invoices, schedules, and supporting information. Track missing items before preparation begins.
A defined document request and query list
ALGOBRICKS / FINOPS
Tax Returns & VAT Management
A clearer process for recurring obligations.
Less last-minute.
More under control.
Bring your tax records, return preparation, and VAT workflows into an organised process. AlgoBricks helps you identify missing information, prepare for reviews, and coordinate the next steps for your business.
Service availability and filing responsibilities are confirmed for your jurisdiction before engagement.
THE RETURN PREPARATION CYCLE
Process illustration
A deadline is easier
with a process behind it.
01 / COLLECT
Start with the supporting records.
Gather the documents and system exports relevant to the agreed reporting period and scope.
Clear ownership at every stage.
Document readiness
Reconciliation support
Return preparation
Filing coordination
WHAT WE CAN HELP ORGANISE
The work before the return.
The follow-through after it.
We agree the tax type, period, records, and responsibilities first. Your engagement should make clear who prepares, reviews, approves, and submits.
Tax records
Tax return
preparation support
Prepare agreed working schedules and return information from available records, with review and submission responsibilities established in advance.
Preparation aligned to the agreed scopeVAT transaction
review & reconciliation
Compare relevant sales, purchase, and ledger information, and flag differences or treatment questions for resolution.
A clearer connection between records and returnsVAT return
workflow management
Coordinate information collection, preparation, review, and approval against an agreed reporting calendar.
A repeatable period-end routineHistorical periods
& correction support
Assess incomplete periods or identified discrepancies, establish what information is available, and agree the appropriate next steps with the relevant adviser.
A structured way to address the backlogAdviser liaison
& evidence organisation
Help organise responses and supporting records for your appointed tax adviser or authorised representative. Representation itself is separately agreed where available.
Better organised information for the right reviewerNO GUESSWORK ABOUT WHO DOES WHAT
One workflow.
Clearly assigned responsibilities.
Outsourcing works best when your business, the preparation team, and any authorised adviser understand their roles.
Provide & approve
- Provide complete and accurate source records.
- Answer questions about transactions and activities.
- Approve the final information and arrange payments.
Prepare & coordinate
- Organise information within the agreed scope.
- Reconcile records and track unresolved questions.
- Prepare schedules and coordinate the review process.
Review & submit
- Resolve matters requiring jurisdiction-specific advice.
- Perform the agreed final review.
- Submit or represent the business where authorised.
The final allocation of work depends on your location and engagement. Preparation support does not automatically include filing authority or tax representation.
WHY BUILD A BETTER ROUTINE?
Replace the scramble
with a clearer process.
The value is in knowing what is ready, what is missing, and what needs attention—before the final review.
Discuss your current processLess repeated chasing
A consistent document checklist helps everyone understand what is needed.
Earlier visibility of gaps
Reconciliation and query tracking bring unresolved items into the discussion sooner.
A clearer review trail
Organised schedules and supporting records make the preparation easier to follow.
Support matched to the workload
Choose help for a defined return, recurring periods, or a separately scoped backlog.
START WITH THE INFORMATION
What do you
already have ready?
Use this simple checklist to frame your first conversation. It tracks preparation items only—it does not assess your tax position or confirm that a return is ready to file.
0 / 5 items checked
Select the items you have available.
SERVICE OPTIONS & PRICING
Choose the support.
Agree the scope before starting.
Pricing depends on jurisdiction, tax type, transaction volume, record quality, and whether authorised filing or specialist review is required.
RETURN PREPARATION SUPPORT
One defined requirement.
For a specified tax return or reporting period that needs organised preparation support.
Request pricingPer engagement · Defined period
- Engagement-specific document checklist
- Review of supplied information
- Agreed supporting schedules
- Preparation queries and review coordination
RECURRING VAT SUPPORT
A consistent period-end process.
For businesses that need a repeatable VAT preparation and review workflow across agreed periods.
Request pricingRecurring · Agreed reporting cadence
- Recurring information requests
- Agreed VAT record reconciliations
- Preparation and query tracking
- Approval and filing coordination
CLEANUP & COMPLEX REQUIREMENTS
Work through the open items.
For historical periods, multiple entities, or requirements needing a tailored assessment.
Custom proposalProject-based · Scope assessed first
- Initial records and gap assessment
- Agreed historical-period coverage
- Discrepancy and document tracking
- Coordination with relevant advisers
| Requirement | Return Support | Recurring VAT | Cleanup / Complex |
|---|---|---|---|
| Primary focus | One agreed return or period | Recurring VAT workflow | Historical or tailored scope |
| Document and query tracking | Included | Included | As agreed |
| Reconciliation work | Within agreed scope | Within agreed scope | Assessed separately |
| Recurring calendar coordination | Not included | Included | As agreed |
| Submission authority | Confirmed separately | Confirmed separately | Confirmed separately |
| Tax payments and government fees | Not included | Not included | Not included |
The proposal confirms deliverables, exclusions, review rounds, filing responsibility, and any adviser, software, or additional costs. We do not promise a particular tax saving or guarantee that penalties will be avoided.
YOUR LOCATION COMES FIRST
Different jurisdictions.
A specifically agreed approach.
Tax and indirect-tax requirements vary by country, entity, activity, and registration status. Tell us where you operate so we can confirm service suitability, required expertise, and the appropriate filing arrangements.
Check support for your businessBEFORE WE BEGIN
Clear questions.
Clear responsibilities.
The first conversation establishes your location, reporting needs, and who is responsible for each step.
Can you support my country and tax type?
Share your country, entity type, tax or VAT requirement, and reporting period. We confirm service availability and any local adviser or authorisation requirements before accepting the work.
Does preparation support include submitting the return?
Not automatically. The engagement specifies who prepares, reviews, approves, and submits. Filing or representation is only included where expressly agreed and appropriately authorised.
Can you help with overdue periods or incomplete records?
We can assess the available information and propose a defined cleanup or preparation scope. We identify missing records and matters requiring specialist advice before confirming the approach.
What documents will I need to provide?
The request depends on the engagement. It may include business and registration details, prior returns, accounting exports, sales and purchase records, statements, and relevant supporting schedules. We provide a tailored checklist.
Can you work with my existing accountant or tax adviser?
Yes, subject to an agreed scope and permission to share information. We can help organise records, prepare schedules, and coordinate questions while your adviser retains the agreed review or filing role.
Do you guarantee tax savings or penalty avoidance?
No. Outcomes depend on the applicable rules, facts, timing, and completeness of information. Our service focuses on the work and responsibilities agreed in the engagement.
How is the fee calculated?
We consider jurisdiction, tax type, number of entities and periods, transaction volume, record condition, and required review or filing arrangements. Extra work is discussed separately.
Who approves the final figures and pays the tax?
Your business reviews and approves the final information under the agreed process and remains responsible for arranging payments. Government charges and tax payments are not included in our service fees.
How do we share confidential records?
We agree the document-sharing method and access permissions during onboarding. Use the initial enquiry for a general description rather than sending passwords, tax identifiers, or confidential records.
START WITH YOUR REQUIREMENTS
Let’s bring
the next steps
into focus.
Tell us where your business operates, what support you need, and the period involved. We’ll discuss suitability and scope before proposing the work.