Tax Filing Platform

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  1. Tax Filing Platform
  2. Work with Proto
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Put an AI agent to work in Tax Filing Platform

Ask Proto to help inspect filing work while people keep decision authority.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 6 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Filing Specialist: Show Draft returns due soon with their filing reference, organization and amount.
  • Tax Manager: Summarize notices Pending Approval with due date, registration and balance due.
  • Treasury Analyst: Show Released payments awaiting clearance with bank references and linked obligations.
  • Tax Accountant: Find Draft declarations with mismatched debit and credit totals in an open period.

What stays with a person

  • A person must decide whether a notice should be approved and whether a payment should be released.
  • Review the source lines, linked registration and supporting evidence before asking for an action.
  • Check the operation result after submission, approval or release.
  • Proto can organize and explain the work; the team remains accountable for the filing amounts and decisions.

A person must decide whether a notice should be approved and whether a payment should be released. Review the source lines, linked registration and supporting evidence before asking for an action. Check the operation result after submission, approval or release. Proto can organize and explain the work; the team remains accountable for the filing amounts and decisions.

Set up Tax Filing Platform your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started