Generate and send tax or compliance reports

Purpose

1.1. Automate generation and delivery of mandatory tax or compliance reports for an Anago restaurant.
1.2. Collate transactional, payroll, and inventory data to prepare GST/VAT, sales, and labor compliance documents.
1.3. Ensure regulatory deadlines are met, reducing risk of fines and manual errors.
1.4. Streamline report workflows for auditors, accountants, and regulatory authorities.

Trigger Conditions

2.1. Scheduled by fiscal quarter/month/year-end (date/time trigger).
2.2. Manual initiation by finance staff (UI/button/webhook trigger).
2.3. Receipt of all required source data files (drive/folder monitoring).
2.4. External system signal (API/webhook from POS or ERP).

Platform variants

3.1. QuickBooks Online
• Feature/Setting: “Reports API” — Automate extraction of P&L, tax, and payroll reports via API call (e.g., GET /reports/ProfitAndLoss with period parameter).
3.2. Xero
• Feature/Setting: “Financial Reports API” — Configure GET /reports endpoint, auto-schedule GST or Compliance reports.
3.3. Zoho Books
• Feature/Setting: “Reports API” — GET /reports/gst_summary for periodic GST filings.
3.4. Microsoft Power Automate
• Feature/Setting: “Scheduled cloud flow” with Excel/SharePoint integration—Trigger macro/script to compile and email compliance report.
3.5. Google Workspace
• Feature/Setting: “Apps Script” automation with triggers on Google Sheets — Script sums eligible transactions and sends report via Gmail API.
3.6. SAP Business One
• Feature/Setting: “B1iF Integration Framework” automation scenario—Use batch reporting to export compliance files at close of period.
3.7. Sage Intacct
• Feature/Setting: “Platform Services API” — Schedule GL report export and delivery as email/attachment.
3.8. Oracle NetSuite
• Feature/Setting: “SuiteAnalytics” saved search with scheduled email—Configure tax compliance queries.
3.9. FreshBooks
• Feature/Setting: “Reports API” with recurring export option for sales and tax reports.
3.10. Salesforce
• Feature/Setting: “Scheduled Reports” and “Apex scheduler”—Create compliance dashboard and automate delivery.
3.11. Smartsheet
• Feature/Setting: “Workflow automation” to trigger export of compliance template and email/send file.
3.12. Airtable
• Feature/Setting: “Automations” to run report-generating script, then email to compliance officer.
3.13. Dropbox
• Feature/Setting: “File upload trigger” — On upload of key data, run workflow to combine and send compliance packet.
3.14. DocuSign
• Feature/Setting: “Scheduled send” API — Automate sending of signed compliance documents to regulators.
3.15. Box
• Feature/Setting: “Metadata trigger” — On approval flag, move compiled report to submission folder and email recipient.
3.16. Slack
• Feature/Setting: “Scheduled message” or Bot to auto-post compliance notification and file in channel.
3.17. Google Drive
• Feature/Setting: “Folder watcher” with Apps Script to detect report files and trigger sending to authorities.
3.18. Monday.com
• Feature/Setting: “Automation recipe”—When status changes to Approved, export report and email.
3.19. Notion
• Feature/Setting: “API Integration”—Query filtered/approved data, auto-export to report format and email.
3.20. SAP Concur
• Feature/Setting: “Expense report automation”—Scheduled export of tax/compliance data directly to government portals via API.

Benefits

4.1. Eliminates manual collation and reduces reporting errors.
4.2. Achieves reliable, on-time regulatory compliance for food & beverage operations.
4.3. Frees financial staff for higher-value analysis and audit preparation.
4.4. Ensures consistent document formatting and delivery log for audit traceability.