Automatic generation of mass tax returns for bank customers

The client was looking for a universal tool that would allow all tax information to be collected and managed in one place. Previously, the data was scattered in different systems, which further prevented the storage of created returns and statements. In the case of corrections, data had to be found in one system first, then imported into another and only then did the relevant document have to be generated. With an increasing number of mass operations, this process – for both original and adjustment declarations – was time-consuming and inefficient. An additional problem was the lack of recording of individual operations, which made auditing impossible and could be challenged by, for example, the FSA.

The VTR automates the entire tax data handling process. Thanks to the technology used, mass handling is possible: from data downloading, through data processing and declaration generation, to automatic sending to the Ministry of Finance. The system provides constant access to historical data, and the ergonomic interface enables convenient management of all information from one place. Thanks to the implementation of the VTR, the time required for the preparation and verification of tax returns has been significantly reduced, and access to archive data and tax returns has become much simpler and faster.