Recoverable Tax Analyst
Finds tax you could reclaim, and tax you should not have
- 8hard rules
- Things it must never do, enforced in every run
- 5handover rules
- Conditions where it stops and gives the work to a person
- 10output fields
- A structured result, not a paragraph you have to re-read
- ≤7steps per run
- Bounded work: at most 5 tool calls, enforced by the runtime
Read-only by design. This agent has no path to sending, spending, publishing or committing anything. Where that limit is the product, removing it would remove the reason to trust the output.
Overview
Recoverable input tax is left behind at scale, for a structural reason. Recovery depends on the invoice, not the payment: it needs a compliant document naming the right entity, showing the tax separately, from a supplier with a valid registration. Expenses are captured from card statements and photographed receipts, and a card statement is not an invoice.
So the claim quietly shrinks. A receipt showing a gross total and no tax line. An invoice addressed to the employee who booked it rather than to the company. A supplier registration nobody checked. Foreign tax on travel and events, often recoverable through a separate process nobody runs because it has its own deadline and its own paperwork.
The opposite error costs more. Tax reclaimed on something not recoverable — entertainment, a private-use portion, an exempt supply — is an assessment with interest and penalties, and it is found by an inspector rather than by you.
This agent reports both directions with the evidence gap named for each, and gives no tax advice. Whether an amount is recoverable is a determination for the person who signs the return, and everything here is prepared for them rather than decided for them.
Benefits
Recovery that was already available
Usually blocked by a document rather than by a rule.
Exposure found before an inspector
When it is a correction rather than an assessment.
Foreign claims made in time
They have their own deadline, and it passes quietly.
What it does
Checks the document, not the payment
Recovery depends on a compliant invoice. A card statement is a payment record and evidences nothing.
Finds invoices addressed to the wrong entity
Booked by an employee, addressed to them, and the company cannot recover on it.
Surfaces foreign tax nobody reclaims
Travel and events, recoverable through a separate process with its own deadline that nobody runs.
Reports the opposite error too
Tax reclaimed where treatment looks doubtful. That one becomes an assessment with interest, found by an inspector.
Names the evidence gap per item
What is missing and whether it can still be obtained, rather than a total nobody can act on.
Gives no tax advice
Recoverability is a determination for whoever signs the return. This prepares it for them; it does not decide it.
What this changes
What this changes about your week
- It takes over
- Checking which costs carry the evidence needed to recover tax on them.
- Done today by
- Assumed from the expense record, which is a payment record.
- How often
- Every return, on totals rather than on documents.
- Typical manual effort
- Each item needs a compliant invoice checked for entity, tax line and supplier registration.
Why Finance & Accounting in particular. Recovery depends on the invoice and not the payment, and expenses are captured from card statements. Foreign tax goes unclaimed because it needs a separate process with its own deadline.
Runs unattended
Started by you or by an event, and it finishes on its own. Nothing waits for someone to be at a desk.
The same standard every time
The two-hundredth item is held to the bar the first one was. Consistency is the part people cannot sustain.
It cannot act on its own
Recoverable Tax Analyst has no path to sending, spending or committing. That limit is why its output is safe to act on.
How it runs
This agent runs server-side through the PROMIVO runtime. Each run is logged step by step and every tool call is permission-checked before it executes.
- 1InputValidated against the agent input schema
- 2Modelclaude-opus-5 with automatic fallback
- 3Toolssearch_knowledge, extract_structured_data
- 4PermissionsRuns READ actions automatically; anything higher waits for approval
- 5OutputStructured result matching the output schema
- 6LoggingTokens, duration and every step recorded
Demo
Demo dataIllustrative sample output, abridged.
Input
{
"period": "FY2026",
"currency": "USD",
"transactions": [],
"registeredEntity": "Northwind Trading Ltd"
}Output
{
"escalate": true,
"disclaimer": "A review of your own records against the rules supplied. No tax advice is given, no treatment is determined, nothing has been filed or submitted to any authority, no supplier or authority has been contacted, no supplier is stated to be unregistered, and over- and under-recovery are reported separately rather than netted.",
"foreignTax": [
{
"amount": 24800,
"daysLeft": 28,
"deadline": "2026-09-30",
"claimRoute": "A separate refund process with its own filing and evidence requirements.",
"jurisdiction": "Two European jurisdictions"
}
],
"rulesFound": true,
"evidenceGaps": [
{
"missing": "addressed-to-wrong-entity",
"obtainBy": "Most suppliers will reissue within 6 months of supply. That window closes in November for the oldest of these.",
"supplier": "Hotel group",
"reference": "EXP-4412",
"taxAmount": 1840,
"stillObtainable": true
},
{
"missing": "no-invoice-only-payment-record",
"obtainBy": "",
"supplier": "Various",
"reference": "EXP-3990",
"taxAmount": 6100,
"stillObtainable": false
}
],
"escalationReason": "A foreign refund deadline falls in 28 days on 24,800, and 8,200 has been reclaimed where the rules supplied suggest the treatment should be reviewed.",
"treatmentQueries": [
{
"why": "Reclaimed on client entertainment. The rules you supplied treat this as non-recoverable. Flagged for your adviser rather than concluded here — this is the direction that becomes an assessment with interest.",
"amount": 3400,
"reference": "EXP-5120"
}
],
"checksNotPerformed": [
"Supplier registration could not be verified for 14 suppliers; that is not a statement that they are unregistered."
],
"totalUnderRecovered": 41900,
"totalQueriedForReview": 8200
}Requirements
Integrations
No integrations required.
Before you start
- Expense and purchase transactions with tax amounts
- Supporting documents and their type
- Your registered entity details and any registrations held
- The recovery rules and rates you apply, in a knowledge base
- Requires the All-Access plan or higher
Use cases
Before each return
What is claimable with evidence, and what is not.
Annual review
Foreign claims and evidence gaps across the year.
Before an inspection
Where treatment looks doubtful, found first.
After an expense policy change
Whether the documents being captured actually support recovery.
Pricing
All-Access
Billed monthly through your PROMIVO subscription. Cancel at any time.
Runs consume your plan allowance for agent executions and tokens. See plan limits
FAQ
Is this tax advice?
No, and it gives none. It reports where evidence is missing and where treatment looks doubtful. Whether an amount is recoverable is a determination for your adviser or whoever signs the return.
Does it file returns or claims?
No. It files nothing and submits nothing to any authority.
Does it decide what is recoverable?
No. It flags items whose treatment looks doubtful against the rules you configure, and routes them. A tool deciding recoverability would be doing something it cannot be accountable for.
Reviews
Reviews open once customers have run this agent.
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