Industry Pack · Tax
Tax
From invoices and filings to structured, reconcilable, traceable tax data.
Tax administration depends on invoices, returns, taxpayer registrations, and supporting documents that arrive in many formats and from many systems. Digitization has to turn them into one consistent record per taxpayer, so reconciliation, inspection, and archiving can be done quickly and every difference can be traced to its source.
DESIGNED FORDesigned for tax record sets that must be reconciled across sources and traceable to their documents. Production begins only after acceptance on a representative dataset.
What digitization means here
Digitization in taxation
Tax digitization turns invoices, taxpayer records, returns, and supporting documents into structured data, so reconciliation, inspection, and archiving can be done quickly and traced back.
What we would build
E-invoices
Read, validate, and standardize invoices from many sources and formats.
Taxpayer records
One record per taxpayer, linked to related returns and documents.
Data reconciliation
Match invoices, returns, and books, and show the differences for an officer to review.
Tax records archive
Structured storage with role-based access and an access log.
Stages of work
Survey the sources
Identify existing invoice, return, and record types with their formats and where they are kept.
- Record source catalog
- Document classification table
Standardize the records
Agree on the schema, taxpayer identifiers, and field validation rules.
- Tax record schema
- Validation rule set
Extract and reconcile
Extract fields from invoices and returns, reconcile across sources, and flag differences.
- Reconciled data
- List of differences
Accept and archive
Measure accuracy on a golden sample set and load into an archive with role-based access.
- Acceptance report
- Tax records archive
Deliverables
- Standardized e-invoices
- Unified taxpayer records
- Difference report after reconciliation
- An archive with role-based access and a log
Inputs
Typical input data
Invoices
Electronic and scanned invoices from many issuers and formats.
Tax returns and filings
Periodic returns and supporting schedules, in electronic or paper form.
Taxpayer registration files
Registration, change, and status records for each taxpayer.
Inspection and audit files
Inspection reports, decisions, and supporting evidence.
Challenges
Hard problems we solve
Many invoice formats
The same fields appear in different layouts and formats across issuers.
One record per taxpayer
Identifiers and names vary between sources and must be linked to a single taxpayer record.
Reconciling invoices, returns, and books
Differences between sources must be found and shown for an officer to review.
Security, permissions, and audit logs
Taxpayer data is sensitive, so role-based access and a verifiable log are part of the requirement.
Evidence for every value
Each extracted value must trace back to its source document and processing history.
Outputs
Target outputs
Standardized e-invoices
Invoice fields read, validated, and normalized to one schema.
Taxpayer records
A unified record per taxpayer, linked to related returns and documents.
Reconciliation reports
Matches and differences across invoices, returns, and books.
Tax records archive
A structured archive with role-based access and an access log.
Source evidence and processing history
Evidence links plus an auditable record of how each value was produced.
Value
Where the value lives
When invoices, returns, and taxpayer files share one structured record, reconciliation becomes a review of clearly shown differences rather than a manual search, and each figure stays traceable to its document.
How to start
Start with one representative dataset
Select a representative set of invoices, returns, and taxpayer files, then lock the schema, identifiers, critical fields, missing and conflicting-source rules, and acceptance criteria. Run a benchmark before scaling production.
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