Projects

## Objective Automate manual spreadsheet processes for payroll, expenses, and tax calculations to improve accuracy, efficiency, and compliance for a small-to-medium business. ## Background Client currently manages payroll, expenses, and tax-related tasks manually in spreadsheets, leading to potential errors, inefficiencies, and compliance risks. They seek automation to streamline these processes. ## Must Haves - Automated payroll calculation based on employee hours, rates, and deductions - Expense tracking with categorization and approval workflows - Tax calculation and reporting for relevant jurisdictions - Data import/export from/to spreadsheets (e.g., CSV, Excel) - Error handling and validation for data inputs - User authentication and role-based access control ## Success Metrics - Payroll processing time reduced by 50% - Error rate in calculations reduced to <1% - Tax reports generated within 5 minutes of data input ## Out of Scope - Full accounting software replacement - Mobile app development - Integration with third-party payroll services (unless specified) ## Clarifying Questions - What authentication method should be used (e.g., username/password, SSO)? - What are the specific data sources (e.g., employee databases, bank statements, tax tables)? - What compliance requirements apply (e.g., GDPR, local tax laws, data retention policies)? - How many users will access the system, and what are their roles (e.g., admin, employee)? - What is the current spreadsheet format and structure (e.g., Excel, Google Sheets, specific columns)? - Are there any specific tax jurisdictions or regulations to support? - What is the expected volume of transactions (e.g., number of employees, expense entries per month)?