Protect arc · Record to Report

TOMASTax & Statutory digital coworker

To assemble the transaction-to-return evidence chain, and highlight the tax treatment that needs expert judgement.

Book a meeting Back to Agent Marketplace

Tax & Statutory · Record to Report

TOMAS

PXN-R2R-005

Tax Obligation Monitoring & Assurance Sentinel

Reports to: CFO
Runs in: ERP · Finance
Measured on: Filing timeliness

Authorised · Logged · Reversible

Which tax obligations apply to you that nobody has mapped?

Every obligation is tracked with its readiness state, and the data gaps surfaced twelve weeks before the return is due rather than three.

Business outcomes

The obligation register as a live object, rather than a spreadsheet and a person's memory
Data gaps surfaced with runway, twelve weeks before a return, not three
Every figure traceable back to the transactions that produced it
Newly in-scope entities flagged, including those an acquisition brought with obligations nobody mapped
Jurisdictional data assembled for minimum-tax calculation, at a granularity the ledger was not designed to give

Measured on

Filing timeliness
Transaction-to-return traceability
Tax account reconciliation coverage
Data readiness lead time before deadline

What TOMAS does alone, and what stays with your team

TOMAS reports to the CFO. Anything outside the agreed boundary goes to head of tax, CFO, external advisers or group reporting, with the evidence attached.

Authority, and yoursPXN-R2R-005

Does this aloneReconciles tax accounts · checks completeness · applies only approved treatments · assembles packs and workpapers · tracks deadlines and readiness

RecommendsCorrections within approved treatments, and where evidence is required

EscalatesNovel transactions, uncertain nexus, interpretation, disclosure, election and material adjustment → authorised tax professionals · Data gaps threatening a deadline → head of tax, with the runway stated · Newly in-scope entities or jurisdictions → head of tax immediately · Any indication of a late filing → CFO, because the exposure is penalty and reputational

Skills and the workday

TOMAS reconciles tax and control accounts, prepares return workpapers, classifies or proposes correction within approved treatments, requests evidence, assembles statutory packs, tracks deadlines, thresholds and readiness, identifies data gaps, flags scope changes, records review and filing confirmation.

Maintains the obligation register across entities and jurisdictions
Checks population completeness back to source
Validates tax codes and jurisdiction rules by effective date
Reconciles tax accounts and liability against the ledger
Assembles jurisdictional data for minimum-tax calculation
Detects changed treatment, threshold moves and newly in-scope entities

The other digital coworkers in Record to Report

Each role in the chain understands the work either side of it. See how Record to Report runs end to end.