# Agency runbook — client DAC7 compliance in 48 hours

## Day 1 — morning (2 h)

1. **Client email:** "Is your marketplace a DAC7/OECD platform operator? Here are 5 signs…"
2. Install **DAC7 Compliance by Volade** on staging
3. Apply Dokan / WCFM preset per client stack
4. Sync vendors — note count of `pending` profiles

## Day 1 — afternoon (3 h)

5. Complete platform TIN/VAT settings
6. Fill 3 pilot vendors (complete profiles)
7. JSON export — verify prior-year aggregation
8. Flag reportable vendors (€2,000 / 30 transaction thresholds)

## Day 2 — morning (2 h)

9. TIN/VAT/IBAN validation (Volade account)
10. CSV export for client's accountant
11. Site Health → DAC7 test

## Day 2 — afternoon (1 h)

12. Client debrief: reportable vs non-reportable table
13. Schedule onboarding for remaining vendors
14. If V+: pilot XML export for one jurisdiction

## Handoff email script

> Hello,
>
> We mapped your marketplace sellers for DAC7/OECD reporting {year}.
> {X} sellers are reportable, {Y} profiles are incomplete.
> Next step: finish onboarding before {filing deadline}.
>
> JSON export attached — DAC7 XML available on V+ plan.

*Volade · volade.com/en/blog/woocommerce-dac7-marketplace-2026*