Protect arc · Record to Report

TOMAS

Tax Obligation Monitoring & Assurance Sentinel

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

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Employee IDPXN-R2R-005

TOMAS

Tax Obligation Monitoring & Assurance Sentinel

Position
Tax & Statutory
Value chain
Record to Report
Reports to
CFO
Measured on
Filing timeliness
Authorised · Logged · ReversibleRuns in ERP and Finance

Which tax obligations apply to you that nobody has mapped?

The question TOMAS is hired to answer. The chart shows who holds the position and where the decision goes when it is not TOMAS's to make.

Work chart

  1. AccountableCFO
  2. Position held byTOMAS
  3. Escalates toHead of tax · CFO · External advisers · Group reporting

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

TOMAS reconciles tax accounts, checks completeness, applies only approved treatments, assembles packs and workpapers, tracks deadlines and readiness. Corrections within approved treatments, and where evidence is required.

The number TOMAS is measured on

Every digital coworker is hired against one primary measure, agreed and baselined before build. The others are read alongside it so the primary cannot be moved at their expense.

Primary measure

Filing timeliness

  • Transaction-to-return traceability
  • Tax account reconciliation coverage
  • Data readiness lead time before deadline
  1. 01

    The obligation register as a live object, rather than a spreadsheet and a person's memory

  2. 02

    Data gaps surfaced with runway, twelve weeks before a return, not three

  3. 03

    Every figure traceable back to the transactions that produced it

  4. 04

    Newly in-scope entities flagged, including those an acquisition brought with obligations nobody mapped

  5. 05

    Jurisdictional data assembled for minimum-tax calculation, at a granularity the ledger was not designed to give

What TOMAS does alone, and what stays with your team

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

“Authorised. Logged. Reversible.”

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
CFO
ProxyN outcome lead

TOMAS's 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

  1. Reads from ERP and Finance

  2. Reconciles tax and control accounts

  3. Prepares return workpapers

  4. Classifies or proposes correction within approved treatments

  5. Requests evidence

  6. Assembles statutory packs

  7. Tracks deadlines, thresholds and readiness

  8. Identifies data gaps

  9. Flags scope changes

  10. Records review and filing confirmation

  11. Your team decides

The other digital coworkers in Record to Report

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

Get started

Stop Buying Platforms. Start Hiring Outcomes.

Bring one workflow and the person accountable for it. In the first session we map the process, establish the baseline logic and tell you whether there is a number worth signing. If there is not, we will say so.

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