What content do I need for a Accounting & Tax Advisory AI assistant?

Our template includes 13 content items across 4 categories, including Tax Services, Accounting Services, Business Advisory.

How long does it take to set up?

With our pre-configured template, you can have your AI assistant running in minutes. Simply upload your existing documents and Wingman handles the rest.

Accounting & Tax Advisory AI Assistant

Tax Services

Tax preparation and planning services

Personal Income Tax (IRPF) Essential

Personal tax returns and deductions

Supported file types:

PDF

Example documents:

IRPF guide
Deduction checklist

Auto-detected keywords:

IRPF renta declaración deducción retención borrador

Corporate Tax Essential

Corporate tax obligations and returns

Supported file types:

PDF

Example documents:

Corporate tax guide
Filing deadlines

Auto-detected keywords:

sociedades IS beneficio tipo impositivo base imponible

VAT (IVA) Essential

VAT obligations, returns, and deductions

Supported file types:

PDF

Example documents:

VAT guide
Model 303 instructions

Auto-detected keywords:

IVA trimestral modelo 303 repercutido soportado

Tax Calendar Essential

Important tax deadlines and dates

Supported file types:

PDF

Example documents:

Annual tax calendar
Deadline reminders

Auto-detected keywords:

plazo fecha vencimiento calendario presentación

Accounting Services

Bookkeeping and accounting services

Bookkeeping Essential

Day-to-day accounting and record keeping

Supported file types:

PDF

Example documents:

Accounting procedures
Chart of accounts

Auto-detected keywords:

contabilidad asiento libro balance cuenta

Financial Statements Essential

Balance sheets, income statements, etc.

Supported file types:

PDF

Example documents:

Financial report guide
Annual accounts

Auto-detected keywords:

balance resultado memoria cuentas anuales auditoría

Invoicing Requirements Essential

Legal invoice requirements and templates

Supported file types:

PDF

Example documents:

Invoice requirements
Invoice templates

Auto-detected keywords:

factura rectificativa serie numeración requisito

Business Advisory

Business formation and advisory services

Company Formation Recommended

Setting up a business, legal forms

Supported file types:

PDF

Example documents:

Company formation guide
Legal forms comparison

Auto-detected keywords:

constitución sociedad autónomo SL SA estatutos

Freelancer Guide Essential

Self-employment registration and obligations

Supported file types:

PDF

Example documents:

Freelancer setup guide
Monthly obligations

Auto-detected keywords:

autónomo alta cuota RETA tarifa plana IAE

Subsidies & Grants

Available grants and how to apply

Supported file types:

PDF

Example documents:

Grant catalog
Application process

Auto-detected keywords:

subvención ayuda bonificación incentivo

Labor & Payroll

Employment and payroll services

Payroll Processing Essential

Salary calculations and payslips

Supported file types:

PDF

Example documents:

Payroll guide
Payslip explanation

Auto-detected keywords:

nómina salario IRPF seguridad social retención

Employment Contracts Essential

Types of contracts and requirements

Supported file types:

PDF

Example documents:

Contract types
Hiring checklist

Auto-detected keywords:

contrato indefinido temporal jornada convenio

Social Security Essential

Social security obligations and benefits

Supported file types:

PDF

Example documents:

SS obligations
Benefits guide

Auto-detected keywords:

seguridad social cotización baja prestación TC1 TC2

Accounting & Tax Advisory AI Assistant

Complete Content Checklist

Tax Services

Accounting Services

Business Advisory

Labor & Payroll

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