# Ta Missing Receipts

> Find and collect missing receipts for a client company. Identify high-priority items, suggest a ping strategy, and bulk-notify the client. Use when a tax advisor asks about missing documents, Belege, or requests receipts from a client.

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

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Help the tax advisor identify and collect missing receipts from a client:

## Step 1: Get the missing documents summary
- Call `get_missing_documents_summary` with the active company ID
- This returns all transactions without receipts grouped by month with amounts

## Step 2: Analyze and prioritize
Present the results in a structured format:

**By priority:**
1. **Critical** (>250 EUR) — required for Vorsteuerabzug
2. **High** (100–250 EUR) — significant business expenses
3. **Medium** (<100 EUR) — should be collected for compliance
4. **Informational** — small amounts that may be bundled

**By month:** Show which months have the most gaps

**By category:** Group by category to help the client understand what types of documents are needed

## Step 3: Suggest a ping strategy
- Recommend which transactions to ping the client about first (highest amount, oldest first)
- Suggest grouping pings by vendor or category to make it easier for the client
- Warn if the total missing count is very high (suggest batching requests)

## Step 4: Send reminders
- Ask the tax advisor to confirm before sending
- Call `ping_client_for_documents` with the selected transaction IDs
- Report how many reminders were sent successfully

## Step 5: Summary
- Show total missing documents before and after action
- Recommend a follow-up date to check again
- Remind about the 10-year retention requirement (Aufbewahrungspflicht)

Tips for the advisor:
- In Germany, receipts are mandatory for Vorsteuerabzug on expenses >250 EUR
- Digital copies are GoBD-compliant when stored properly in Norman
- Consider requesting receipts monthly to avoid large backlogs