agentic-accounting

Interview a prospective client to capture their IRS profile + income data, then hand them a paste-ready summary and the https://www.classic.tax/intake link (or submit directly on request). Optionally pass the client's name as argument.

Guided Portuguese IRS (Modelo 3) filing workflow for one taxpayer or household. Optionally pass a taxpayer NIF or year as argument (e.g. /agentic-accounting:irs-file 2025).

Reconcile a taxpayer's e-Fatura invoices against the IRS deduction buckets and flag pending/misclassified invoices before filing. Provide the e-Fatura export (CSV/JSON/table) or a path to it.

Independent reviewer for a draft Portuguese IRS (Modelo 3) filing. Audits a prepared return for missing or wrong anexos, residency/scope errors, household-option mistakes, deduction issues, and unverified year-specific figures. Use after a Modelo 3 is drafted and before submission, or whenever a second pass on a PT IRS filing is wanted.

Reconcile a Portuguese taxpayer's e-Fatura invoices against the IRS deduction buckets (general family expenses, health, education, housing, lares, sector-VAT incentive) and flag pending, unclassified, or miscategorized invoices before filing Modelo 3. Use when reviewing e-Fatura data, classifying invoices into deduction categories, or estimating deductions à coleta.

Conversationally interview a prospective Portuguese IRS client to capture their full profile and income data, validate it against the Classic Tax lead-intake schema, and finish by either handing them a paste-ready summary plus the https://www.classic.tax/intake link, or submitting directly to the intake API. Use whenever onboarding a new client, collecting intake/profiling data, "filling the intake", or building a lead profile for IRS filing.

Portuguese personal income tax (IRS) filing via Modelo 3 — who must file, income categories (A–H), the full anexo catalog and how to select them, residency rules, the April–June filing window, deductions à coleta, and special regimes (IRS Jovem, IFICI/ex-NHR, IRS automático). Use whenever preparing, reviewing, or explaining a Portuguese IRS / Modelo 3 declaration, selecting anexos, or reasoning about Portuguese personal income tax.