How to use this function

Prepare a first reading of a tax notice with Vera

Learn to supply a tax communication and obtain an operational note with references, missing information and checks to perform.

The explanation and a short practice take about 5–8 minutes. Processing and your questions can extend the session.

Start this course

Codex

Open Codex on your computer with Vera installed and select @Vera in a chat.
Copy the request below, paste it into the chat and send it.
Turn on Codex voice in this chat. The assistant will guide you to open the second working chat in another window: listen and ask questions here, and watch the work and results there.

Request to send to Vera

Vera, start the prepared lesson “Prepare a first reading of a tax notice with Vera” in English. Teach me to use this function with the included fictional files. Use this chat to explain the steps and answer my questions. Create or resume a second working chat to run the current workflow, and guide me to open it in another window. Help me turn on voice. Show me the actual results, then let me try the practice exercise.

The fictional lesson files are already included in the plugin. You can also take the lesson in writing. This button copies the request; the lesson starts when you send it in Codex.

Start in Claude Cowork

Open Cowork with Vera installed and a connected folder for the lesson. Copy and send this request: the lesson takes place in writing in one conversation.

Request to send to Vera

Vera, start the prepared lesson “Prepare a first reading of a tax notice with Vera” in English, in writing in this single Cowork conversation. Use the included fictional files. Explain each step, run the current function and show me the actual results. Pause for my questions and guide me through the practice exercise. Do not use voice or a second chat.

When to use it

Marco Prova brings the practice a request for documents. We need to understand what it says, what to collect and which dates to verify before deciding how to proceed.

Fictional Italian case. First intake organizes document facts; legal assessment and a response follow the normal professional process.

Files and request

Open avviso.md, an Italian teaching transcription of communication DEMO-NOTICE-01. It states the addressee, period, requested documents and a response date; evidence of receipt is missing.

avviso.md

Vera, prepare a first-intake note for Marco Prova’s communication. Summarize the request, references, dates to verify and documents to collect.

Run the workflow

Vera imports the communication into the teaching case and runs reading and extraction. Check that the text is readable and its classification fits the contents.
The workflow prepares the intake note and reference list. The voice chat explains which elements come from the letter and which information remains missing.
Open the results and compare them with the communication. Locate the document request, reference number, stated dates and next checks.

Use the result

First-intake note: helps the practice understand the request and organize document collection.
Dates, amounts and references table: helps locate source evidence; a detected date is not automatically a verified legal deadline.

Verify reference number, period and request against the text. The letter does not quantify a debt. Distinguish its stated response date from the missing evidence of receipt.

Pause and check

Before starting, identify the communication and the purpose of the intake.
At delivery, show what is requested and what is needed before a response.

These pauses help you learn how to use the function. They are not a technical detail quiz.

Try it yourself

Add client-update.md and request a new note. The client reports when he found the communication and which documents he recovered; the practice has not yet received them.

The updated note distinguishes the client’s statement from evidence of receipt and keeps outstanding documents visible.

Supply the full communication and available receipt evidence, request first intake and check the note before deciding on a response and further analysis.