Get Started
Back to Templates

Tax Deadline Management & Compliance Alerts with GPT-4, Google Sheets & Slack

Created by

Created by: Oneclick AI Squad || oneclick-ai

Oneclick AI Squad

Last update

Last update a day ago

Categories

Share

AI-Driven Tax Compliance & Deadline Management System

Description

Automate tax deadline monitoring with AI-powered insights. This workflow checks your tax calendar daily at 8 AM, uses GPT-4 to analyze upcoming deadlines across multiple jurisdictions, detects overdue and critical items, and sends intelligent alerts via email and Slack only when immediate action is required. Perfect for finance teams and accounting firms who need proactive compliance management without manual tracking. 🏛️🤖📊

Good to Know

  • AI-Powered: GPT-4 provides risk assessment and strategic recommendations
  • Multi-Jurisdiction: Handles Federal, State, and Local tax requirements automatically
  • Smart Alerts: Only notifies executives when deadlines are overdue or critical (≤3 days)
  • Priority Classification: Categorizes deadlines as Overdue, Critical, High, or Medium priority
  • Dual Notifications: Critical alerts to leadership + daily summaries to team channel
  • Complete Audit Trail: Logs all checks and deadlines to Google Sheets for compliance records

How It Works

  1. Daily Trigger - Runs at 8:00 AM every morning
  2. Fetch Data - Pulls tax calendar and company configuration from Google Sheets
  3. Analyze Deadlines - Calculates days remaining, filters by jurisdiction/entity type, categorizes by priority
  4. AI Analysis - GPT-4 provides strategic insights and risk assessment on upcoming deadlines
  5. Smart Routing - Only sends alerts if overdue or critical deadlines exist
  6. Critical Alerts - HTML email to executives + Slack alert for urgent items
  7. Team Updates - Slack summary to finance channel with all upcoming deadlines
  8. Logging - Records compliance check results to Google Sheets for audit trail

Requirements

Google Sheets Structure

Sheet 1: TaxCalendar

DeadlineID | DeadlineName | DeadlineDate | Jurisdiction | Category | AssignedTo | IsActive
FED-Q1     | Form 1120 Q1 | 2025-04-15   | Federal      | Income   | John Doe   | TRUE

Sheet 2: CompanyConfig (single row)

Jurisdictions          | EntityType  | FiscalYearEnd
Federal, California    | Corporation | 12-31

Sheet 3: ComplianceLog (auto-populated)

Date       | AlertLevel | TotalUpcoming | CriticalCount | OverdueCount
2025-01-15 | HIGH       | 12            | 3             | 1

Credentials Needed

  1. Google Sheets - Service Account OAuth2
  2. OpenAI - API Key (GPT-4 access required)
  3. SMTP - Email account for sending alerts
  4. Slack - Bot Token with chat:write permission

Setup Steps

  1. Import workflow JSON into n8n
  2. Add all 4 credentials
  3. Replace these placeholders:
    • YOUR_TAX_CALENDAR_ID - Tax calendar sheet ID
    • YOUR_CONFIG_ID - Company config sheet ID
    • YOUR_LOG_ID - Compliance log sheet ID
    • C12345678 - Slack channel ID
    • [email protected] - Sender email
    • [email protected] - Recipient email
  4. Share all sheets with Google service account email
  5. Invite Slack bot to channels
  6. Test workflow manually
  7. Activate the trigger

Customizing This Workflow

Change Alert Thresholds:
Edit "Analyze Deadlines" node:

  • Critical: Change <= 3 to <= 5 for 5-day warning
  • High: Change <= 7 to <= 14 for 2-week notice
  • Medium: Change <= 30 to <= 60 for 2-month lookout

Adjust Schedule:
Edit "Daily Tax Check" trigger:

  • Change hour/minute for different run time
  • Add multiple trigger times for tax season (8 AM, 2 PM, 6 PM)

Add More Recipients:
Edit "Send Email" node:

Customize Email Design:
Edit "Format Email" node to change colors, add logo, or modify layout

Add SMS Alerts:
Insert Twilio node after "Is Critical" for emergency notifications

Integrate Task Management:
Add HTTP Request node to create tasks in Asana/Jira for critical deadlines

Troubleshooting

Issue Solution
No deadlines found Check date format (YYYY-MM-DD) and IsActive = TRUE
AI analysis failed Verify OpenAI API key and account credits
Email not sending Test SMTP credentials and check if critical condition met
Slack not posting Invite bot to channel and verify channel ID format
Permission denied Share Google Sheets with service account email

📞 Professional Services

Need help with implementation or customization?

Our team offers:

  • 🎯 Custom workflow development
  • 🏢 Enterprise deployment support
  • 🎓 Team training sessions
  • 🔧 Ongoing maintenance
  • 📊 Custom reporting & dashboards
  • 🔗 Additional API integrations

Discover more workflows – Get in touch with us