With the approach of 2026With the implementation of the new regulation (Finance and Taxation [2026] No.12),the traditional passive mode of "submitting documents - waiting for review" is becoming ineffective - 30% of enterprises have their tax refund periods extended by 2-3 months due to delays in declaration,and the compliance risk rate has increased by 47% compared with the previous year.

The three core conflicts of tax refund agency services under the new regulations

The new regulations impose stricter requirements on the authenticity of documents,timeliness of declarations,and data consistency.The collaboration model between enterprises and agency services must shift from "remedial measures after the fact" to "full-process control".The following are the core differences between the new and old declaration models:

3.Build a compliant and efficient tax refund declaration agency system in three steps

Step 1: Pre-inspection of digitized documents

Output:

• Organizethecoredocuments:customsdeclarationforms,VATinvoices,exportinvoices,etc.Certificate(withthe"ExplanationofExchangeRateFluctuations"requiredbythenewregulations).
• UsingtheOCRtoolwithaproxyservice,conducta"four-elementverification"ofthedocuments(consistencybetweentheproductname,quantity,amount,taxnumber,andthecustomsdeclarationform).
• Generatingapre-inspectionreport:Marking"highriskitems"(suchastheinvoiceissuancedatebeinglaterthanthedeclarationexportdate)andsynchronouslyrevisingthecorrectionplan.

Step 2: Dynamic policy matching

Output:

• Requiretheagentservicetoprovidea"policycalendar":taxrefundratesclassifiedbyHScodes,declarationdeadlines,andspecialfilingrequirements(suchasadditionaldocumentsforthe9810model).
• Establisha"policy-business"mappingtable:Matchtheenterprise’sexportproductcategorieswiththelatesttaxrebatepoliciesonebyone,andmark"potentialtaxrebateimprovementitems"(suchasthe5%increaseintaxrebatesforgreenproductsaddedbythenewregulations).
• Settingdynamicreminders:Whentherearepolicyadjustments(suchaschangesintaxratesordeclarationdeadlines),theagencyserviceneedstopushoutanimpactanalysiswithin24hours.

Step 3: Risk node control

Output:

• Keynodemonitoring:beforedeclaration(pre-inspectionofdocuments),duringdeclaration(trackingthereceiptfromthetaxsystem),andafterdeclaration(earlywarningoftheeffectivenessoftaxrefunds).
• DisputeHandlingPlan:Agreewiththeagencyserviceonthe"responsetimeforcompliancedisputes"(e.g.providingsupplementarymaterialswithin48hoursfortax-relatedinquiries).
• QuarterlyReviewandOptimization:Analyzethetopthreereasonsfortaxrefunddelays(suchasdelayeduploadingoflogisticsinformation)andoptimizetheprocessaccordingly(e.g.switchingtoafastercross-borderlogisticsserviceprovider).

The techniques for tapping into the "implicit tax rebate pool" that 90% of enterprises overlook

High-quality tax refund declaration agency services not only handle current business,but also dig out historical omissions through data analysis:

• Retrievehistoricalorders:Selectordersthathavebeenexportedbutnotrefundedinthepasttwoyears,andcheckwhethertheywereputonholdduetodocumentdefects(suchaserrorsintheinvoiceheader).
• Reutilizingpolicydividends:Forexample,thenewregulationsin2026regardingtheacceleratedtaxrefundpolicyfor"R&D-orientedexportenterprises",agentscanassistinapplyingforthe"redeclarationofexistingorders".
• OptimizationofRelated-PartyTransactions:Iftheenterprisehasoverseassubsidiaries,theagentcananalyzetheimpactofthe"domesticandoverseaspricingstrategies"onthetaxrefundbase(subjecttocompliancerequirements).

There are three tax refund optimization actions that can be implemented today.

• Immediatelychecktheintegrityoftheelectronicarchivesofthedocumentsdeclaredin2026(thenewregulationsrequireretentionforfiveyearsandtraceability).
• Contacttheagencyandrequestthemtoprovidea"2026PolicyMatchingDiagnosisReport"(withafocusonthetaxratechangesforthecompany’sexportproducts).
• Organizethe"un-refundedorders"ofthepastsixmonthsandcategorizethemby"documentstatus"(complete/incomplete).Prioritizeorderswiththefewestmissingitemsforprocessing.