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Tax Preparation Workflow

Tax compliance workflow with data collection, tax calculation, return preparation, and filing

Complexity: Complex | Duration: 30m+ | Category: Professional/Hr

Tags: #tax #compliance #filing #accounting #audit

Workflow Diagram​

Steps​

Step 1: Identify tax obligations​

Agent: tax

specialist - Determine federal, state, local, sales tax requirements

Step 2: Collect tax data​

Agent: accounting

specialist - Export revenue, expenses, payroll, fixed assets

Step 3: Calculate taxable income​

Agent: tax

specialist - Apply deductions, credits, adjustments

Step 4: Prepare tax returns​

Agent: tax

specialist - Complete forms (1120, 1120S, state returns, sales tax)

Step 5: Review calculations​

Agent: compliance

auditor - Verify accuracy, compliance with tax law

Step 6: CFO review​

Agent: cfo

advisor - Approve returns, tax strategy decisions

Step 7: File returns​

Agent: tax

specialist - E-file federal, state returns by deadline

Step 8: Schedule payments​

Agent: tax

specialist - Pay estimated taxes, extension payments

Step 9: Document workpapers​

Agent: tax

specialist - Store supporting docs for audit defense

Usage​

To execute this workflow:

/workflow professional/hr/tax-preparation-workflow.workflow

See other workflows in this category for related automation patterns.