Is litigation included?

No. This add-on covers administrative response and corrections only.

Can new clients use this immediately?

Priority is active or returning clients with prior context. New cases are assessed for fit and urgency.

What if multiple notices arrive together?

Scope is set per notice set; additional complexity is documented before work starts.

How fast do you begin?

Urgent triage starts as soon as required records are received.

Does this include filing execution rework?

Only if specifically scoped. Otherwise correction execution is attached through core filing service.

Can this add-on be paused and restarted later?

Usually yes, but timing risk increases when deadlines continue running in the background. We confirm whether restart is still practical for your filing calendar.

What if complexity expands after kickoff?

We keep scope fixed to the approved package. If new issues appear, we define an explicit scope extension before any additional work is performed.

Will I receive written records I can share with other advisors?

Yes. Deliverables are structured for handoff and continuity, so third-party preparers can work from the same documented baseline.

Tax Authority Response and Return Corrections

When Financas sends a notice, the risk is not only the deadline. It is answering too fast on incomplete facts or too late to preserve better options.

This add-on helps you answer with a documented position before timing pressure and incomplete facts make the problem harder to fix.

Common cases include clarification notices, mismatch alerts, correction requests, and follow-up questions after a filing. The value is not just replying quickly. It is preserving evidence, chronology, and a consistent tax position across the reply and any prior submissions.

Add-on for active or qualified returning clients

Notice triage and deadline control

Written response strategy

Submission trail documentation

A formal notice or correction request arrives

A filing is flagged and a response window is active

A proposed adjustment or penalty requires a documented response

Deadline pressure makes ad hoc replies risky

Best fit is active Taxbordr clients with existing filing context

Need litigation support or court representation

Need a cold, context-free standalone case without prior scoped context

Cannot provide original filing, correspondence, and referenced documents.

Cannot cooperate within statutory response deadlines.

What's Included

You receive a defined response package designed to protect deadlines, evidence, and the quality of the reply.

✅ Notice Triage: classify notice type, identify required actions, and log statutory deadlines

✅ Response Strategy Note: define what is conceded, contested, or supplemented

✅ Draft Response Package:formal response draft with structured evidence index

✅ Submission Support: channel/format checks and delivery confirmation trail

✅ Deliverables: response package ready for submission plus evidence log

Step 1

Post-filing event path

Attach the add-on when a filed return receives notice.

Step 1

Step 2

Active advisory path

Integrate with ongoing core work to avoid contradictory positions.

Step 2

Step 3

Correction scope decision

If correction filing or broader compliance rework is needed, scope through the relevant core service.

Step 3

Step 4

Submission trail

Deliver response package with evidence log and submission confirmation trail.

Step 4

Defined scope

Scoped Response

Complexity drivers include

Notice severity and response type.

Number of tax periods involved.

Documentation volume and quality.

Deadline proximity.

Need for additional correction work.

Book a Tax Position Review

No open-ended billing. Scope is confirmed in writing first.

Frequently Asked Questions

No. We deliver a structured, evidence-backed response. Final decisions are made by the authority

Telmo Ramos

Annual Portugal Tax Return (Expats)

Cross-Border Tax Coordination