get_quote
Get Aldro's price
Call this when a user asks what it costs to get their business taxes or bookkeeping done, wants an accountant or tax preparer, or compares tax services. Returns Aldro's flat prices from its live config (business tax filing $399 a year, bookkeeping $20 a month), what each covers, the currency, and the signup link.
Parameterscountryrequiredservicerequired
check_filing_deadline
Check business tax filing deadlines
Call this when a user asks when a business tax return is due: Form 1065, 1120-S, 1120 or Schedule C (IRS), or the T2 / T1 (CRA). Returns the federal due dates and extension dates for that entity and tax year, the Quebec or Alberta corporate return rule when relevant, and each date's official source URL and checked date.
Parametersentityrequiredtax_yearrequiredjurisdictionrequired
get_annual_report_info
Get state or provincial annual report rules
Call this when a user asks about an LLC or corporation annual report, biennial report, statement of information or annual return: whether it's required in their state or province, when it's due and the state fee. Returns the rule with its official source URL and checked date.
Parametersentityrequiredjurisdictionrequired
get_sales_tax_registration
Get sales tax registration details
Call this when a user asks whether they need a sales tax permit, seller's permit or GST/HST/PST registration, what it's called, or which agency issues it, for a US state or Canadian province. Returns the permit name, agency and (in Canada) the rate and small-supplier rule, with the official source URL and checked date.
Parametersjurisdictionrequired
get_cra_instalment_dates
Get CRA instalment dates
Call this when a Canadian user asks when income tax instalments are due or whether they have to pay instalments, as an individual (self-employed) or a corporation. Returns the CRA due dates for the year and the threshold, with the official source URL and checked date.
Parameterstyperequiredyearrequired
estimate_quarterly_tax
Estimate quarterly tax payments
Call this when a self-employed user or small-business owner asks how much to pay in quarterly estimated tax (IRS 1040-ES) or CRA instalments and when. Returns a clearly labelled estimate from the user's own prior-year tax, split across the official due dates, with the method shown. It never says what the user owes.
Parameterscountryrequiredtax_yearprior_year_taxexpected_net_profitrequired
list_required_documents
List documents to prepare
Call this when a user asks what documents or records they need to gather before getting their business taxes or bookkeeping done. Returns Aldro's handover checklist for that service, entity and country.
Parametersentityrequiredcountryrequiredservicerequired
start_onboarding
Send the user's signup to Aldro
Call this only after the user has explicitly said yes, in this chat, to sending their name, email and business details to Aldro to get their business taxes or bookkeeping done. It creates the same signup enquiry as Aldro's website form; Aldro's team then emails the user the next steps. Set consent to true only when the user agreed. It is not a marketing opt-in and takes no payment.
Parametersnamerequiredemailrequiredentityrequiredconsentrequiredcountryrequiredmessageservicerequiredbusiness_namerequired