Prep your monthly tax report before it's due
On the 1st of every month, WebRun opens Alegra, totals last month's sales tax collected and the tax paid on purchases, builds the summary by rate and category in a Google Sheet, and saves the supporting invoice exports to a dated Google Drive folder, ready for your accountant to review and file.
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What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.alegra.comin a real browser with your saved login - no setup, no API keys. -
1
Alegra - total the month's tax activity
alegra.com How to Automate Alegra
WebRun opens Alegra to total the month's tax activity. - Open Alegra and pull every invoice and bill from the prior month
- Total the tax collected on sales and the tax paid on purchases, by rate
- Note any credit notes or corrections issued during the month
Done when The prior month's tax activity is fully totaled by rate and category.
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2
Google Sheets - build the tax summary
docs.google.com How to Automate Google Sheets
WebRun opens Google Sheets to build the tax summary. - Open the monthly tax summary sheet
- Write this month's totals alongside the prior month for comparison
- Flag any rate or category with an unusual jump for a second look
Done when The sheet shows a complete tax summary ready for review.
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3
Google Drive - file the supporting invoices
drive.google.com How to Automate Google Drive
WebRun opens Google Drive to file the supporting invoices. - Export the underlying invoices and bills that make up the totals
- Save them to a dated folder named for the reporting month
- Leave the actual filing for your accountant. WebRun never submits anything to the tax authority
Done when The supporting documents are filed and the summary is ready for your accountant.
How do I prepare my monthly Alegra tax report before it's due?
On the 1st of every month, WebRun opens Alegra and totals last month's sales tax collected and the tax paid on purchases, by rate and category, in a Google Sheet. It files the supporting invoices in Google Drive and leaves the actual filing to your accountant, so nothing reaches the tax authority unchecked.
- Your monthly tax numbers are ready days before the deadline
- Every figure ties back to the Alegra invoices behind it
- Your accountant reviews a finished summary instead of raw exports
Built for accountants and contadores · small business owners · Alegra bookkeepers · tax preparers in Colombia and Mexico
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does WebRun file the tax return for me?
No. It only prepares the summary and files the supporting invoices. Your accountant reviews the numbers and files directly with DIAN, SAT, SUNAT, or whichever tax authority applies, so nothing is submitted without a person checking it first.
Which taxes does the summary cover?
Sales tax collected on invoices and tax paid on purchases, totaled by rate, exactly as recorded in Alegra. Tell WebRun to include or exclude specific tax types if your setup differs.
What if a number looks off from last month?
The sheet flags any rate or category with an unusual jump so your accountant can look closer before filing, instead of the change slipping through unnoticed.
Related templates
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