Tax filings submitted
before the deadline panic.
Sales tax filings, payroll tax returns, regulatory submissions — every jurisdiction has its own portal, its own login, its own quarterly cliff. A Loomal agent handles the full filing loop: pull data, log in, submit, confirm. Finance keeps the strategy; the agent does the chore.
API Primitives used
vault_getRetrieve portal credentials
Tax portal logins for every jurisdiction live encrypted in the vault, scoped to the finance identity.
vault_totpHandle 2FA on portals
Government portals require 2FA. Agent generates TOTP codes from encrypted seeds on demand.
mail_sendConfirm submission
Filed receipts get sent to finance and to the audit archive from the agent's verified identity.
Tax compliance is a portal-by-portal slog.
A growing company files in dozens of jurisdictions. Each one has its own login, its own form, its own deadline. Finance teams either build a fragile internal tool to manage it or hire a compliance vendor that charges per filing. Both options waste time and money on work that should be the most automatable thing in the office.
An agent can handle the rote work without the brittle tool or the expensive vendor. Each filing becomes a deterministic loop: read the data, log in, submit, confirm. Finance only sees the filings that need a human decision.
How to build it.
vault_getPull credentials
Agent reads the right portal credentials for the jurisdiction being filed in. Each portal has its own vault entry.
vault_totpAuthenticate and file
Agent handles 2FA with TOTP, navigates the portal, and submits the return with the assembled data.
mail_sendConfirm and archive
Agent emails finance and the audit archive with the confirmation receipt, closing the loop.
Example prompt
“File our quarterly sales tax returns for California, New York, and Texas. Pull the portal credentials from the vault, generate TOTP codes as needed, submit the returns, and email me confirmations.”
What finance teams build.
Sales tax automation
Agent files quarterly sales tax in every state where the company has nexus, with credentials and 2FA fully handled.
Payroll tax submissions
Agent handles federal and state payroll tax filings on every cycle without finance touching a portal.
Regulatory disclosures
Quarterly and annual disclosures to industry regulators get filed automatically with full audit.
International filings
Agents per country handle local tax portals with country-specific credentials and language.
Deadline alerts
Agent surfaces upcoming deadlines and confirms each filing once submitted, eliminating last-minute scrambles.
Why tax filing needs a vault-backed identity.
Tax credentials are sensitive, the portals are fragile, and the audit requirements are unforgiving. Most automation approaches either expose the credentials or break on the next portal redesign. Neither is acceptable for a function the company cannot afford to get wrong.
Loomal gives finance an identity that holds credentials encrypted, handles 2FA from sealed seeds, and logs every action against the human who authorized it. The portals still get filed; the credentials stay safe; the audit trail is automatic.
Portal credentials encrypted
Every login lives in AES-256-GCM vault entries scoped per jurisdiction.
Per-filing audit
Every filing logs the credentials accessed, the data submitted, and the resulting confirmation.
Identity per jurisdiction
Different jurisdictions can run on isolated identities for clean separation and revocation.