# Ta Company Review

> Full company review for tax advisors. Generates a structured health report covering financials, document completeness, tax compliance, and action items. Use when a tax advisor asks for an overview, health check, or status of a client company.

- Skill: `norman-finance/ta-company-review` (Agent Skill)
- Install (CLI): `npx skillmds@latest add norman-finance/ta-company-review`
- Raw SKILL.md: https://api.skillmd.com/api/skills/norman-finance/ta-company-review/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Docs & Writing
- Author: norman-finance (https://skillmd.com/u/norman-finance)
- Updated: 2026-09-10
- Page: https://skillmd.com/skills/norman-finance/ta-company-review

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Perform a comprehensive company review for the tax advisor:

## Step 1: Gather all company data
- Call `get_client_overview` with the active company ID to get an aggregated snapshot
- This returns company details, balance, transaction stats, tax reports, and outstanding invoices in one call

## Step 2: Check document completeness
- Call `get_missing_documents_summary` to identify all transactions without receipts
- Note the total missing count and the highest-value missing items

## Step 3: Assess tax compliance
- Call `get_tax_compliance_status` to check report filing status and registration completeness
- Identify overdue or unfiled reports and missing tax registration details

## Step 4: Present the health report

Structure the output as follows:

### Company Profile
- Company name, type (freelancer/GmbH/UG), chart of accounts
- Tax state, tax ID, VAT ID status

### Financial Summary
- Current balance
- Total income and expenses
- Outstanding invoice count and total amount

### Document Completeness
- Total transactions vs. transactions with receipts
- Missing receipt count with percentage
- Top 5 highest-value transactions missing receipts

### Tax Compliance
- Filed vs. unfiled tax reports
- List of unfiled reports with periods and due dates
- Tax registration status (tax ID, VAT ID)

### Action Items
Prioritized list of recommended actions:
1. Critical: overdue tax reports
2. High: large transactions missing receipts (>250 EUR)
3. Medium: uncategorized transactions
4. Low: missing tax registration details

Be specific with amounts, dates, and report periods. Use EUR formatting.