Use Case · Legal & Tax
Automated
Tax Returns & Financial Statements
From source document capture to electronic filing: automatic data extraction, nominal coding, plausibility checking and accounting software integration. The tax adviser advises instead of typing.
Why Tax Returns Are a Lever
Tax advisers as data typists
A mid-sized tax practice processes 300-800 tax returns per year. Every single one starts with the same process: sort source documents, capture data, transfer into accounting software, check plausibility, chase the client for queries, correct, finalise and submit electronically.
For an average personal tax return, 4-6 hours go into pure data work: reading documents, typing figures, checking allocations. That is not advisory work. That is data entry.
At the same time, the skills shortage is getting worse every year. Qualified tax professionals are in short supply across the board. Client numbers are growing, filing deadlines stay the same and compliance requirements increase with every legislative change. Firms that do not automate their data work lose clients or quality, or both.
How the Process Changes
Before / After
per personal tax return
The Solution in Detail
How We Automate Tax Returns
01
Source Document Capture & Classification
The AI agent recognises incoming source documents regardless of format: paper (scanned), PDF, photo, email attachment. Automatic classification into invoices, bank statements, contracts, tax notices, payslips. Even handwritten documents and poor scans are reliably captured.
ABBYY Document Intelligence for OCR. Custom models for tax-relevant document types. Automatic language detection for international clients.
02
Data Extraction & Nominal Coding
From every document, relevant data is automatically extracted: amounts, tax rates, dates, document issuer, suggested nominal code. The coding learns with each client; after 50 documents, the system knows the client-specific allocations.
NLP-based extraction. Rule-based coding against standard chart of accounts. ML-based suggestions for recurring postings.
03
Accounting Software Integration & Plausibility Check
Extracted data is transferred directly into your accounting software, with no manual entry. At the same time, the AI agent automatically checks: comparison with prior year, industry benchmarks, tax rule sets, missing documents.
Accounting software API integration. Automatic query packs.
04
Client Queries & Electronic Filing
Open items are automatically bundled into a structured query pack. Once resolved: automatic preparation of the tax return in the accounting software, sign-off by the tax adviser, electronic filing and compliant archiving.
Power App for client portal (optional). Electronic filing via accounting software. Compliant archiving.
Results
What Tax Return Automation Typically Delivers
65%
per return
95%
entry errors
£180K+
(at 500 returns)
<5 Mo.
& integration
These figures are based on averages across our clients. Your specific results will depend on client mix and return volume.
Case Study: Annual Financial Statements in Tax Consultancy
Dispatching annual accounts to clients was a highly manual, error-prone process: data from multiple systems had to be consolidated by hand, documents created individually for each client, and then sent and filed across different channels. Varying data formats and client-specific dynamic content turned every transaction into a time-intensive one-off task — with significant potential for mistakes at every step.
Lunatec implemented a UiPath RPA bot that handles the entire process from data retrieval to archiving: automatic extraction of client data from source systems, dynamic generation of documents with client-specific content, fully automated dispatch to the correct recipients, and audit-proof filing — with zero manual intervention at any point in the process chain.
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Ready?
How many tax returns does your practice prepare per year?
Let us calculate in 30 minutes what automation from source document capture to electronic filing would deliver for your practice.
No sales pitch. Just an honest assessment.
120+ Clients. 100% Satisfaction. 7 months to Profitability.
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