Automate Corporate Tax Filing for SMEs with GPT-5.2-Pro, Gmail, and Google Drive

How It Works

This workflow automates monthly tax filing processes by retrieving financial data, performing AI-driven tax calculations, coordinating pre-filing reviews with key stakeholders, incorporating feedback, and managing overall submission readiness. It pulls accounting records, executes GPT-5–based tax calculations with transparent reasoning, formats comprehensive pre-filing reports, and routes them to a submission coordinator via email for review. The system captures reviewer feedback through structured prompts, intelligently applies necessary corrections, archives finalized records in Google Drive, and continuously tracks filing status. It is designed for accounting firms, tax practices, and finance departments that require coordinated, multi-stakeholder tax filing with minimal manual intervention.

Setup Steps

1. Connect accounting system and configure financial data fetch parameters.
2. Set up OpenAI GPT-4 API for tax calculations and reasoning extraction.
3. Configure Gmail, Chat Model, and Google Drive credentials.
4. Define submission coordinator contacts and configure feedback.

Prerequisites

Accounting system access; OpenAI API key; Gmail account; Google Drive

Use Cases

Tax firms managing multi-client monthly filings with partner review

Customization

Modify tax calculation prompts for jurisdictions, adjust feedback collection fields

Benefits

Eliminates manual filing coordination, reduces submission errors