> ## Documentation Index
> Fetch the complete documentation index at: https://tax-layer.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# The Co-pilot

> One place for everything that doesn't reconcile: bank, balances and myDATA

The Co-pilot is where TaxLayer puts every difference between your sources — bank, documents, myDATA and your books — in one place, with one action per row. **Pro and Premium plans**, and it needs a Reconciliation agent (press **Create your Reconciliation agent** the first time; see [Agents](https://tax-layer.mintlify.site/ai/agents.md)).

Open **Co-pilot** in the sidebar, or the **Co-pilot** tab inside a client. Firms can also choose **All clients** to see where every client stands.

## Two reconciliations

The Co-pilot landing shows two cards. Press **Open** on either.

![Co-pilot landing with two cards: Bank reconciliation and Balance reconciliation, each with an Open button](https://mintcdn.com/tax-layer/sFwEFj4BEDaqw9tO/images/copilot-landing.png?fit=max\&auto=format\&n=sFwEFj4BEDaqw9tO\&q=85\&s=7d66f21999d4bf935c13354438a6a6ca)

The Co-pilot landing

> [card] [Bank reconciliation](https://tax-layer.mintlify.site/reconciliation/bank-reconciliation.md)
>
> Every bank line matched to its invoice, or recorded with a reason — and your books checked against myDATA.

> [card] [Balance reconciliation](https://tax-layer.mintlify.site/reconciliation/balance-reconciliation.md)
>
> Every balance on the trial balance checked against the evidence.

They feed each other: a bank line coded on the bank screen lands in an account on the balance screen.

## What TaxLayer does and what you do

* **Code does the numbers.** Matching, totals and balances are deterministic — the same inputs always give the same answer. See [Why didn't it match?](https://tax-layer.mintlify.site/reconciliation/why-didnt-it-match.md) for the rules.
* **The AI suggests.** Which account a transaction belongs to, why a difference exists, what to do next. Suggestions are marked so you can see them. With **Autopilot** on, suggestions are applied; off, they wait for you.
* **You decide.** Nothing is posted to your accounting system, submitted to AADE or moved anywhere without you.

## The data problems that appear as rows

Alongside bank lines, the table carries the things that need clearing before the myDATA deadline:

* **Paid, but supplier never filed** — you paid and hold the invoice, but it never reached AADE. The row tells you that you can file it yourself as the recipient, and the deadline to do it (*due 31 Dec, 65 days*). You file it in AADE's portal; TaxLayer never submits for you.
* **AADE has it, you have no copy** — a supplier reported an invoice and there's no document. **Upload the document** links the file to that MARK straight away.
* **Doesn't match up** — a document with no payment, an invoice that looks unpaid, amounts that differ between sources, a cancelled invoice that was paid anyway.

Every row shows whether it was found in the **bank** and whether it is on **myDATA** (with the end of the MARK), so a paid invoice the supplier never filed stands out.

## Getting it out

Everything the Co-pilot produces can leave TaxLayer: coded bank lines as a file your accounting system imports, the balance comparison, and the findings themselves. See **Export for the ERP** and **Export the list** on the bank screen, and **Export** on the balance screen.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.