OSAIby iBANK
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AGENT 42 / 50 · RISK, COMPLIANCE & CONTROLS

Tax Planning Agent

Projects the tax saved over three years by moving from the current effective tax rate to an optimised rate via allowances and reliefs.

READS FROMiUL ledger, iPAY payroll, iTAX filing history
MCP SERVERTax & Regulatory Server
MODELRouted to reasoning-tier open model
HANDS OFF TOCompliance Review Agent, CFO Decision Support Agent
RUN THE AGENT

Set current and optimised effective tax rate, generate the impact

This is a live working demo of what the agent produces — adjust profit and the rate scenario and it recalculates the tax saving instantly.

ASSUMPTIONS

£42.5K
Tax saved, Year 1
£148K
Cumulative saving, 3 yrs
5.0 pts
Effective rate reduction
+6.6%
Post-tax profit uplift
Year
HOW IT WORKS

What the agent actually does

1. Pull profit & filing historyReads taxable profit history and prior filings from iUL, iPAY and iTAX
2. Model both rate pathsProjects profit forward 3 years and applies both the current and optimised effective tax rate
3. Quantify the gapSums the tax difference between the two paths to value what the optimisation is worth
4. Hand offPasses the case for allowances and structuring to the Compliance Review Agent and CFO Decision Support Agent
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