Automate IRPF Queries with AI: Complete Guide for Tax Managers
Spanish tax advisory firms receive an average of 15 daily queries about IRPF: deductions, withholdings, obligation to file, deadlines. 80% of these have a standard answer that requires no specialized professional judgment. IgeraLegal is a RAG chatbot trained on the LIRPF (Law 35/2006), the RIRPF (RD 439/2007), DGT binding rulings and AEAT FAQs — and it answers in 3 seconds, citing the exact statutory article.
IRPF AUTOMATION WITH AI: Process by which a chatbot trained on current tax regulations (LIRPF, RIRPF, DGT rulings) automatically answers clients' normative questions, without adviser intervention, citing the exact article or binding ruling as the source.
8h/week
"The average time each tax manager recovers by automating routine IRPF queries — time that can be redirected to high-value advisory work."
— IgeraSolutions internal data, 2026
Which IRPF queries can AI automate?
Tax advisory firms receive dozens of queries every week that follow the same pattern. Before spending time answering them manually, it is worth knowing which ones are automatable. According to IgeraSolutions' analysis with pilot firms, 80% of IRPF query volume falls into these five categories:
| Category | Example query | Automatable? |
|---|---|---|
| Filing obligation | "I have two employers, do I need to file?" | Yes |
| Withholdings | "What withholding applies to rental income?" | Yes |
| General deductions | "Can I deduct my home office expenses?" | Yes |
| Deadlines and calendars | "When does the filing campaign end?" | Yes |
| PIAS and savings plans | "What tax benefit does a 5-year savings plan offer?" | Yes |
| Complex special cases | "Tax residency with foreign income sources" | No |
How does IgeraLegal handle IRPF queries?
IgeraLegal is not a generic ChatGPT. It is a RAG (Retrieval-Augmented Generation) system trained exclusively on official tax regulations: Law 35/2006 on IRPF, Royal Decree 439/2007 on the IRPF Regulations, thousands of DGT binding rulings, and AEAT FAQs. When a client asks a question, the system does not fabricate an answer — it retrieves the exact fragment of the relevant regulation and presents it as a response.
A key feature is that IgeraLegal never accesses client tax data. It answers generic normative questions, just as a reference manual would, but in natural language and in 3 seconds. It fully complies with GDPR and LOPD: the bot does not process personal taxpayer data.
How IgeraLegal resolves it
Client query:
"I have two employers: main company (€28,000) and a temporary assignment (€1,800). Do I have to file a tax return?"
IgeraLegal answers:
"Yes, you are required to file. With two or more employers, the exemption threshold drops to €14,000 (Art. 96.3 LIRPF, Law 35/2006). Your total income exceeds that limit. Filing period: 2 April to 30 June 2026. You can request an appointment at AEAT or file through Renta Web."
What integrations are available and how is implementation done?
IgeraLegal connects where your clients already ask questions. The three main integrations are: web widget (embedded on your firm's website in under 10 minutes), WhatsApp Business API (the client writes to the firm's existing number), and email (automatic reply to incoming queries). No change to existing management software is required — A3, Contasol or Sage keep working as normal.
Knowledge base (week 1)
IgeraLegal is pre-indexed with the LIRPF, RIRPF and a DGT ruling database. The firm can add its own standard responses and the current year's tax calendar.
Pilot bot with review (week 2)
The firm's team reviews bot responses for 2-3 days before opening the channel to clients. If any response needs adjustment, it is corrected directly in the admin panel.
Production and monitoring (ongoing)
The bot answers automatically. The adviser can enable review mode — in that case, the bot prepares the response and the adviser validates it with one click before sending. Full query log available for audit purposes.
What ROI does a tax advisory firm get with IgeraLegal?
The return is immediate and measurable. A firm with 5 employees and 150 active clients receives approximately 75 IRPF queries per week during the filing campaign. If 80% are automatable and each manual response takes 8 minutes, that is 480 minutes (8 hours) recovered per week by the firm. At a technical rate of €18/hour, that is €144 per week or €576/month during campaign season alone. IgeraLegal starts at €99/month for the Starter plan.
Is your firm answering the same IRPF questions every day?
IgeraLegal automates them, citing the exact article — without adviser intervention
Try free for 14 daysHow does IgeraLegal ensure regulatory accuracy?
This is where IgeraLegal differs radically from a generic chatbot like ChatGPT. General-purpose language models can hallucinate — inventing articles or citing repealed legislation. IgeraLegal never responds with information that is not in the indexed documents. If a question has no answer in the regulatory base, the bot says so and suggests consulting directly with the adviser.
In summary
- Tax firms receive ~15 queries/day about IRPF and 80% are automatable
- IgeraLegal is trained on the LIRPF, RIRPF, DGT binding rulings and AEAT FAQs
- The bot responds in 3 seconds, citing the exact statutory article
- Available integrations: web widget, WhatsApp Business, email
- GDPR/LOPD compliant: the bot answers normative questions and does not access client tax data
- Average ROI: 8 hours/week recovered per adviser, from €99/month
Frequently asked questions
Can IgeraLegal make serious tax errors?
It only responds based on what is indexed. If a question is ambiguous or has no clear answer in the regulations, the bot flags it and escalates to the adviser. The firm can always enable review mode to validate each response before it is sent.
What happens when IRPF regulations change each year?
The firm uploads the new PDFs (BOE, updated AEAT regulations) and the system re-indexes in under 5 minutes. No manual retraining. Changes to withholding tables, new regional deductions or deadline modifications are available immediately.
Does it also work for VAT and other taxes?
Yes. IgeraLegal can index any regulation the firm decides to add. The default base includes IRPF and general AEAT regulation, but it is possible to add the VAT Law, Corporate Tax regulations, municipal licence ordinances or any other tax text.
Is it GDPR and LOPD compliant?
Yes. IgeraLegal answers generic normative questions and does not access clients' personal tax data. There is no personal data processing in the query flow. If the client mentions their own data in the question, the response remains normative, without storing or processing that data.
Can clients use the bot outside office hours?
Yes, and that is one of its main values. The bot responds 24/7. A client who receives an invoice with an incorrect withholding at 10pm can check at that moment. The firm reviews the log the next morning and only intervenes where professional judgment is required.
What percentage of queries are actually automated?
In IgeraSolutions' pilot firms, the average is 78% during the filing campaign and 65% outside campaign. Queries that are not automated are those requiring analysis of complex individual situations (tax residency, corporate transactions, etc.) that always require professional judgment.
Updated: June 2026 · Sources: Law 35/2006 IRPF; RD 439/2007 RIRPF; AEAT 2026 campaign FAQ. · IgeraLegal is a product of IgeraSolutions. · This article does not constitute individual tax advice.