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Tax Preparation Workflow

Quarterly tax planning with expense categorization, deduction tracking, and CPA collaboration

Complexity: Complex | Duration: 30m+ | Category: Creative/General

Tags: taxes accounting expenses deductions compliance

Workflow Diagram​

Steps​

Step 1: Expense aggregation​

Agent: expense

tracker - Collect all business expenses from bank feeds

Step 2: Categorization​

Agent: expense

tracker - Classify expenses (office, travel, software, etc.)

Step 3: Receipt matching​

Agent: expense

tracker - Link receipts to transactions

Step 4: Income calculation​

Agent: financial

analyst - Sum all revenue streams (clients, passive income)

Step 5: Deduction analysis​

Agent: tax

accountant - Identify all eligible deductions

Step 6: Quarterly estimate​

Agent: tax

accountant - Calculate estimated tax payments

Step 7: CPA report generation​

Agent: tax

accountant - Create reports for accountant review

Step 8: Tax payment scheduling​

Agent: tax

accountant - Set payment reminders for deadlines

Step 9: Year​

Agent: end reconciliation

financial-analyst - Final review for tax filing

Usage​

To execute this workflow:

/workflow creative/general/tax-preparation-workflow.workflow

See other workflows in this category for related automation patterns.