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Recovery of Credits

A secure, trustworthy and different solution from any other option in the market.

SPECIAL FEATURES

Security

Our professional fees are only due after the client has received funds/made offisettings.

Technology

Advanced data analysis allows us to test 100% of the tax information.

Automation

Automation assures a quicker amendment and integration of information.

APPROACH

Our work comprises full activities, from the identification to the recognition of the tax credit.

Step 1 • DATA COLLECTION

Data is obtained through an electronic power of attorney (low client effort).

Step 2 • DATA ANALYSIS

Advanced data analysis through electronic cross checking among tax accessory obligations.

Step 3 • PRELIMINARY REPORT

Unused credits are classified by risk level (low, medium and high)

Step 4 - AUTOMATED AMENDMENT PROCESS

Development of robots to amend digital files (SPED - Public Digital Bookkeeping System).

Step 5 - REFUND REQUEST

Preparation of refund requests and monitoring of credits.

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Tax Compliance

Tailor-made solutions developed to each of client’s businesses and operations.

ANALYSIS

Analysis and consistency tests between operations and SPED files.

Identification of taxes and fiscal contributions which were reported but not paid.

Identification of tax documents missing from tax filings (XML x SPED X ERP).

Checking sequence of invoices and eventual not declared revenues.

PROCESSING

Development of robots for automated processing (SPED), based on client data and procedures.

Step 1

Database mapping and definition of respective fields and entries.

Step 2

Definition of the accounting and fiscal rules and assumptions.

Step 3

Development of robotic process automation based on data and norms of each client’s businesses.

Step 4

Automated processing of the digital files (SPED)

Step 5

Review and consistency tests (database x SPED)

MANAGEMENT

Preparation of valuable information for client’s management:

• Main clients and suppliers per product and per region;

• Detail of the taxable bases and tax credits;

• Analysis of operations by nature and specific taxable event.

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Outsourcing

“Brazilian companies spend an average of 1,958 hours per year to comply with the tax system, tax rules and obligations” - World Bank

ACCOUNTING AND TAX

Accounting assistance and tax routines.

LABOR

Payroll processing and accounting entries of salaries and social security charges.

FINANCE

Control and processing of accounts receivables and payables, cash flow analysis, bank accounts’ reconciliation and control.

APPROACH

We develop a process for each project, taking into account the businesses and operations of each client.

Step 1

Understanding the operation and mapping its processes.

Step 2

Alignment of expectations, deliverables and deadlines.

Step 3

Automation of manual and recurring activities.

Step 4

Detailing of improvements, risks and opportunities.

Step 5

Development of reports and tax obligations.

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Process Automation

Robotic Process Automation (RPA) is a technological tool that automates parts or the entire activities of the client’s business process.

BENEFITS

Agile and cost optimized

Information is generated from any available database: no special models or standards of reports are necessary.

Time reduction

Robots realize tasks 3 to 5 times faster than an individual.

Standardization

Defined standards are strictly followed by robots.

Reduction in errors

Incorrections are significantly reduced, eliminating fines due to undue filings or delays in submitting tax obligations.

Focus on what really matters

By transferring the manual activities to the robots, the team can focus on reducing risks and improving management and performance.

The RPA does not substitute specialists. By automating processes, staff can dedicate themselves to more strategic and productive activities.

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Consulting

Tax Consulting

Tax advisory in terms of legislation, review and adequacy of transfer pricing rules and support in tax audits.

Fiscal and Labor Diagnoses

Review of tax and labor procedures and compliance with legislation and regulations.

Due Diligence

Identification of eventual tax exposures not included in the financial reports of a potential target entity.

Planning

Corporate restructuring and/or succession planning process, aiming to reduce and or defer taxes.

Individual Tax Services

We advise clients on transferring expatriates to Brazil, as well as fiscal residence issues, regarding tax and compliance.