From first call to filed returns
Getting started is simple, and you stay in control throughout. Here is what you can expect, from your first conversation to your filed returns.
1. Introduction
We start with a conversation about your business and your situation, so we understand what you need. Our service is designed for self-employed professionals without employees. If your next filing deadline is close, we plan the start around it, so nothing is rushed. You then receive a clear quote.
2. Engagement
Once you accept the quote, you receive a welcome email with the engagement letter, a data agreement and a checklist of what we need from you. Before any work starts, we complete a standard identity and compliance check.
3. Initial setup
We collect the remaining items from your checklist and verify your tax registration details, such as your activity, tax method and filing frequency. Your documents are stored in your own client folder. We never keep certificates or passwords.
4. Handover (if applicable)
If you are switching from another advisor, we arrange the handover of your records with them, with your written permission, and check that nothing is missing.
5. Authorisation
You register us as your representative with the Spanish Tax Agency, online and in a few minutes, and we guide you through it. Your digital certificate stays with you, and you can revoke the authorisation at any time.
6. Setup
We set up your books and tax settings to match your registration. Together we choose how you invoice, including preparing for Veri*Factu, the new electronic invoicing requirement for self-employed professionals.
7. Tax filings and results
Each month or quarter we request your documents and check your VAT and income tax figures. We send you the results for approval and file only after your written confirmation. You then receive your filing confirmation and your report.