Which runtime does the Tax Preparation Agent use?

It runs on hermes runtime in a dedicated cloud environment that Qoren provisions and keeps online for you.

How often does the Tax Preparation Agent run?

On a schedule you control. Out of the box it runs monthly on day 25 at 07:00, monthly on day 1 at 07:00. You can change the cadence, or trigger it on demand.

Will the Tax Preparation Agent do things without my approval?

No. It drafts and prepares the work, and you stay in control of anything that leaves your business. A reply, an invoice reminder, or a public post is written for your approval, not sent on its own.

What do I need to connect before it works?

Start from the template and connect the tools it needs, then set a model key: use the managed key included with your plan, or bring your own on any plan. The Tax Preparation Agent runs on hermes.

Tax Preparation Agent Template

What it does

The Tax Preparation Agent, on autopilot.

Each task runs on its own schedule in a managed environment. Adjust any of them, or add your own.

Monthly on day 25 at 07:00

Monthly Precheck

Before the month closes, run the pre-check against the ledger (bookkeeper's ~/ledger/ if present, otherwise the receipts inbox and Stripe): transactions missing receipts (build a chase list with drafted requests to the…

task #01Monthly on day 25 at 07:00

Monthly Precheck

Before the month closes, run the pre-check against the ledger (bookkeeper's ~/ledger/ if present, otherwise the receipts inbox and Stripe): transactions missing receipts (build a chase list with drafted requests to the…

last run · completed

Monthly on day 1 at 07:00

Quarterly Pack

Assemble the quarterly tax pack per ~/workspace/TAXPACK.md: a categorized ledger export (Excel) mapped to the accountant's tax lines, a receipt-archive index, a VAT summary if the entity is registered, and an open-quest…

task #02Monthly on day 1 at 07:00

Quarterly Pack

Assemble the quarterly tax pack per ~/workspace/TAXPACK.md: a categorized ledger export (Excel) mapped to the accountant's tax lines, a receipt-archive index, a VAT summary if the entity is registered, and an open-quest…

last run · completed

Example output

What it delivers.

A sample of what the Tax Preparation Agent produces. Illustrative, with fictional data.

Example delivery

Example output

Monthly Precheck · Monthly on day 25 at 07:00

Before the month closes, run the pre-check against the ledger (bookkeeper's ~/ledger/ if present, otherwise the receipts inbox and Stripe): transactions missing receipts (build a chase list with drafted requests to the…

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Memory

Keeps its own workspace.

The agent maintains a persistent workspace between runs, so context carries forward instead of starting from scratch every time.

workspace

01Who the owner is — business, timezone, quiet hours, delivery channel
02Jurisdiction, VAT cadence and scheme, the accountant's preferred format, category-to-tax-line mapping, and entity details

Deploy this template and Qoren provisions a dedicated, managed cloud environment: no Docker, VPS, or server upkeep. Tailor the persona, schedules, and tools, use the managed model key or bring your own, and the agent stays online with activity, usage, and spend in one dashboard.

How deployment works·See pricing

Tax Preparation Agent template questions

The accountant handoff, assembled while you sleep — receipts chased, entries categorized, a clean quarterly pack exported and ready to send. It runs 2 scheduled tasks on a managed cloud environment.

Works well with

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