Automated Tax Filing
Automate your tax filings: control, traceability, and compliance without additional operational burden
Reduce errors, time, and tax risk by generating your mandatory filings directly from the ERP, with automatic uploads to the Tax Agency website. Request a personalized free DEMO and discover how to simplify your tax reporting.
THE CHALLENGE
Increasingly complex tax management dependent on Excel
In growth environments or with operations across multiple entities, tax management becomes an increasingly complex process dependent on manual tasks.
Common situations:
- Generation of filings from multiple sources (ERP, Excel, auxiliary systems)
- Manual processes for consolidating tax data
- Intensive review to avoid errors before submission
- Dependence on key resources with undocumented critical knowledge
- Difficulty meeting deadlines during high-workload periods
The result:
- Loss of efficiency in the finance department
- Increased risk of errors in submissions
- Reduced control and traceability capacity
- Overloaded teams during tax year-ends
- Difficulty managing several entities simultaneously
Root of the problem
Most organizations do not have a tax process fully integrated into their management system. This leads to:
- Information fragmentation
- Repetitive manual processes
- Lack of automation in validations and controls
- Limited traceability of reported data
The tax department operates with tools not designed for automated compliance, which increases operational risk.
Companies with multiple businesses require additional coordination to close their tax periods on time.
THE SOLUTION
The complete tax process, automated from the ERP to the Tax Agency
Revertis’ automated Tax Filing solution digitizes and automates the full cycle of generating tax filings directly from the ERP.
We generate the files and upload them directly to the Tax Agency website, similar to how the SII works, so that your intervention is minimal.
Integrated into your ERP
We integrate the tax process into Dynamics 365 or other management systems.
Automatic extraction
We automate data extraction, validation, and transformation.
AEAT Models
We configure tax models adapted to local Spanish regulations (AEAT).
Ready-to-use files
We generate official files ready for submission.
Upload to Tax Agency
Direct upload to the Tax Agency website, similar to the SII model.
Informative reports
Informative summary to ensure the validity of the information to be reported.
OBJECTIVE
Eliminate dependence on manual processes and ensure consistency in every tax cycle.
Transformation
From Excel and manual replication at the Tax Agency to an automated cycle
Before
Manual processes, dependent on Excel
Intensive and repetitive reviews
High risk of inconsistencies
Low information traceability
Manual replication of values on the Tax Agency website
After
Automatic generation of filings from the ERP
Validations integrated into the process
Consistent and auditable data
Greater control and visibility of tax compliance
Automated upload to the Tax Agency website
WHAT IS INCLUDED
Broad coverage of the Spanish tax cycle
Tax models covered
- Models 111 and 190 (annual summary): withholdings
- Models 115 and 180: urban leases
- Models 123 and 193: investment income
- Models 303 and 390 (annual summary): VAT
- Models 347 and 360: transactions with third parties and VAT
ERP Integration
- Dynamics 365
- Business Central
- Other management systems
Cycle automation
- Automatic data extraction
- Validation and transformation
- Generation of official files
Validations and control
- Tax rules and validation engine
- Control dashboards and tax reporting
- Incident and alert management
Submission and traceability
- Automatic upload to the Tax Agency website
- Full traceability of data and adjustments
- Informative summary in Report format
How many hours does your team spend preparing each tax model every period?
Request a personalized free DEMO. We will show you how to automate your filings from the ERP to the Tax Agency.
METHODOLOGY
How we implement tax automation
01
Tax analysis
We identify mandatory models and current processes
02
Model configuration
Parameterization of the AEAT models applicable to the client
03
ERP integration
Connection with Dynamics 365 or existing systems
04
Validation with real cases
Testing with client data and fine-tuning
05
Activation and support
Go-live and support during the first cycles
RESULTS
Tangible results in efficiency and tax compliance
Typical impact after implementation:
- Significant reduction in time spent preparing filings
- Decrease in the risk of manual errors
- Improvement in meeting tax deadlines
- Increase in control and traceability
- Optimization of finance and tax department resources
Direct impact on:
- Operational costs of the tax department
- Reliability of reported information
- Reduction of penalty risk
ONGOING SUPPORT
The value is not limited to the initial implementation
Regulatory adaptation
Continuous adaptation to regulatory changes
Tax optimization
Optimization of models and processes
New automations
Progressive incorporation of additional models
Every tax cycle
Guaranteed operation in every period
ABOUT REVERTIS
Specialists in tax automation and regulatory compliance
+20 years
of experience as a Microsoft Partner
Spanish tax knowledge
AEAT, SII, Verifactu, and mandatory models
Native ERP integration
Dynamics 365, Business Central, and others
Organizational adaptation
Ability to adjust to each structure
Results, not theory
Practical approach, operation-oriented
