Tax review

Cuándo usar esta plantilla

• After a session with your tax advisor or accountancy
• After a quarterly review with a firm client
• To document tax conversations with traceability

Qué incluye

• Client context (activity, regime)
• Tax milestones of the discussed period
• Upcoming obligations with deadlines
• Issues raised during the session
• Advisor recommendations (only if verbalized)
• Pending documentation to deliver
• MANDATORY legal notice: does not constitute certified opinion

Ejemplo de output

# Q3 2026 tax review · Client Empresa S.L.

## Context
Limited company, general regime, professional services activity.

## Period milestones
- Q3 VAT filed on time (Oct 30)
- Q3 withholding form filed (Oct 20)

## Upcoming obligations
- Q4 VAT return: January 30, 2027
- Annual VAT summary: January 30, 2027

## Issues raised
- Treatment of foreign supplier invoice
- Deductibility of team training expense

## Advisor recommendations
- Request invoice with intra-community VAT ID from supplier
- Document training plan to validate deduction

## Legal notice
This document is an automated AI-generated summary. It does NOT constitute a tax opinion, certified tax return or professional advice. For any official filing consult a chartered tax advisor.

Output ilustrativo. El resultado real lo genera la IA a partir del contenido específico de tu nota.

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