Tax opportunities on autopilot — with you at the controls

As a DGA you often accrue little pension in your BV. Vera estimates your annuity allowance based on your BV salary and the pension premiums in your payroll — assuming you have no other income. That estimate only becomes a concrete amount after you confirm your income, factor A and premiums already paid.

If you approve the proposal, you receive a payment instruction for the annuity deposit. You make the transfer yourself from your own account. Only once the bank transaction arrives is the deposit booked — and that booking also passes through your reviewer.

If your profit runs ahead of forecast, you later pay tax interest on the difference. If your year is slower, money sits with the tax authority that you could use yourself. Vera continuously compares your profit projection with your provisional assessment and flags when adjusting pays off.

The Autopilot prepares an adjustment request for you: amounts, fiscal year and motivation. You submit it yourself via Mijn Belastingdienst Zakelijk — a provisional assessment cannot be changed automatically, and we don't promise otherwise.