ta-company-review

name: ta-company-review description: Full company review for tax advisors. Generates a structured health report covering financials, document completeness, tax compliance, and action items. Use when a tax advisor asks for an overview, health check, or status of a client company. version: 1.0.0 metadata: openclaw: emoji: "\U0001F50D" homepage: https://norman.finance requires: mcp: - norman-finance

Perform a comprehensive company review for the tax advisor:

Step 1: Gather all company data

• Call get_client_overview with the active company ID to get an aggregated snapshot
• This returns company details, balance, transaction stats, tax reports, and outstanding invoices in one call

Step 2: Check document completeness

• Call get_missing_documents_summary to identify all transactions without receipts
• Note the total missing count and the highest-value missing items

Step 3: Assess tax compliance

• Call get_tax_compliance_status to check report filing status and registration completeness
• Identify overdue or unfiled reports and missing tax registration details

Step 4: Present the health report

Structure the output as follows:

Company Profile

• Company name, type (freelancer/GmbH/UG), chart of accounts
• Tax state, tax ID, VAT ID status

Financial Summary

• Current balance
• Total income and expenses
• Outstanding invoice count and total amount

Document Completeness

• Total transactions vs. transactions with receipts
• Missing receipt count with percentage
• Top 5 highest-value transactions missing receipts

Tax Compliance

• Filed vs. unfiled tax reports
• List of unfiled reports with periods and due dates
• Tax registration status (tax ID, VAT ID)

Action Items

Prioritized list of recommended actions:

1. Critical: overdue tax reports
2. High: large transactions missing receipts (>250 EUR)
3. Medium: uncategorized transactions
4. Low: missing tax registration details

Be specific with amounts, dates, and report periods. Use EUR formatting.