Good morning, Jana.
The agent is working across 58 clients: 9 in progress, 3 need your decision, 38 filed.
Tell the agent what to do across your book…
⌘K
Prepare all GST due this week
Scan the book for anomalies before filing
Chase missing tax invoices
Draft responses to 2 IRD queries
Autotrusted tasks
1,240done today
categorise, reconcile, match: no human needed
Approvalgated tasks
7awaiting you
prepared returns ready to approve & file
Heldlow confidence
3need a decision
the agent stopped and asked rather than guess
The agent stopped and needs you3
Aroha Wellness: claim full GST on a $14,950 asset?
conf72%A reformer-machine purchase well above this client's usual spend changes the refund materially. I've prepared it both ways (claim $1,950 or apportion), but this is a judgment call I won't make for you.
Pohutukawa Landscaping: $4,200 cash deposit with no invoice
conf24%I can't match this to a contact or invoice. It may be taxable income I'm missing, or a transfer. I've paused this return rather than guess at $547.83 of output tax.
Wyndham Electrical: Xero connection dropped mid-sync
actionI reconciled 61% before the feed went quiet. I'll resume automatically once reconnected. Nothing is lost, and the snapshot so far is sealed.
Working now3 runs
Preparing GST for 9 clients due 28 Mar
batch run #A-2310 · started 04:12
Anomaly scan across the whole book
on your command · 04:40
Drafting 2 IRD query responses
queued · waiting on anomaly scan
The agent's plan, today
✓
Finish GST prep for the 9 due 28 Mar
in progress · est. 18 min
2
Surface anomalies for your review
after scan · auto
3
Draft IRD responses for you to send
gated · needs approval
4
Provisional tax estimates refresh
scheduled · 17:00
Autonomy
Settings →Categorise & reconcileAuto
Chase invoicesAuto
Prepare GST returnApprove
File with IRDAlways you
Standing automations
4 activePrepare all GST 3 days before deadline
every period · auto
Scan the book for anomalies
Mondays 06:00 · auto
Chase missing tax invoices
daily · pre-approved templates