Automation library · Money admin

Automate GST/VAT tax returns with OpenAI and Gmail

Started by a clock, and works across Gmail. It hands the judgement calls to OpenAI. 19 steps, 2 branches: a working afternoon to understand properly.

MediumCalls a model: OpenAI

19 stepsMedium: a working afternoon
2Branches: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 1Model 4Logic 8Service 6

The steps in the order they run, from what starts it.

  1. 1Monthly Tax Return ScheduleSchedule triggerStarts it
  2. 2OpenAI Chat ModelLm Chat Open AiModel
  3. 3Tax Calculation Output ParserOutput Parser StructuredModel
  4. 4Calculator ToolTool CalculatorModel
  5. 5Workflow ConfigurationSetLogic
  6. 6Tax Validation & Calculation AgentAgentModel
  7. 7Fetch Expenses DataHttp RequestService
  8. 8Fetch Invoices DataHttp RequestService
  9. 9Fetch Revenue DataHttp RequestService
  10. 10Check Tax ThresholdIfLogic
  11. 11Merge Financial DataSetLogic
  12. 12Generate Tax DeclarationSetLogic
  13. 13Below Threshold NoticeSetLogic
  14. 14Submit to Government PortalHttp RequestService
  15. 15Send to Tax AgentGmailService
  16. 16Log ConfirmationSetLogic
  17. 17Check Tax OwedIfLogic
  18. 18Send Payment ReminderGmailService
  19. 19No Action RequiredSetLogic

How it's built

Starts on
A clock
Steps
19, with 2 branches
Size
Medium: a working afternoon
Connects to
Gmail
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail account, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 19 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 19 steps before you point it at anything that matters.