Tax document preparation workflows

Purpose

1. Automate extraction, categorization, reconciliation, and pre-filling of tax-relevant financial records for aluminum welding businesses to ensure compliance, expedite filings, and minimize manual entry errors.

2. Aggregate invoices, payments, and expenses data from multiple sources, map them to tax codes, and generate or pre-populate standardized tax documents for quarterly/annual submissions.

3. Enable workflows to send prepared forms for review, collect digital signatures, and submit finalized documents to tax authorities or accounting partners.

Trigger Conditions

1. Completion of invoicing cycle or payment reconciliation within financial software.

2. Receipt or upload of a new expense or receipt file.

3. Scheduled period (e.g., month-end, quarter-end, fiscal year-end).

4. Upload or sync of bank statement.

5. Receipt of document from accountant or tax consultant.

Platform Variants

1. QuickBooks Online

• API: Create/Fetch Invoice, Expense, Transaction endpoints
  
• Configure: Auto-export transactions and categorize for tax mapping
  

2. Xero

• API: Accounting API (GET Invoices, GET Receipts)
  
• Configure: Scheduled export and expense matching for tax templates
  

3. FreshBooks

• API: List Invoices, List Expenses endpoints
  
• Configure: Trigger on invoice creation, aggregate monthly expenses by category
  

4. Sage Business Cloud

• API: GET SalesInvoices, GET Purchases endpoints
  
• Configure: Auto-pull ledger entries, assign applicable tax codes
  

5. Wave

• API: List Transactions, List Customers
  
• Configure: Fetch all financial activity, export to CSV for tax prep
  

6. Zoho Books

• API: Get Invoice, Get Expenses
  
• Configure: Pull financials, transform for tax templates
  

7. MYOB

• API: AccountRight API (GET Payments)
  
• Configure: Continuous sync, filter for deductible vs. non-deductible expenses
  

8. NetSuite

• API: Financial Suite (getInvoice, getTransaction)
  
• Configure: Batch export of GL data for tax prep
  

9. Google Drive

• API: Files: list, Files: export
  
• Configure: Trigger tax workflow on new receipt PDF upload
  

10. Dropbox

• API: files/list_folder, files/download
  
• Configure: Auto-fetch scanned expense receipts
  

11. Microsoft SharePoint

• API: Get Items
  
• Configure: Monitor tax document libraries for new uploads
  

12. Hubdoc

• API: Documents endpoint
  
• Configure: Pull digitized invoices and receipts for OCR extraction
  

13. Expensify

• API: Reports API (List, Export)
  
• Configure: Export approved reports for tax deduction mapping
  

14. Receipt Bank (Dext)

• API: Fetch receipts
  
• Configure: Auto-categorize expenses for tax filing
  

15. OneDrive

• API: list children, download
  
• Configure: Monitor for new bank statement uploads
  

16. Box

• API: List Items
  
• Configure: Auto-extract document metadata for tax point identification
  

17. Adobe Sign

• API: Agreements: create, get, send
  
• Configure: Request digital signatures on completed tax forms
  

18. DocuSign

• API: Envelopes: create, send
  
• Configure: Route finalized documents for e-signature
  

19. Gmail

• API: Search, Message: list
  
• Configure: Fetch and parse financial statements emailed from vendors
  

20. Outlook/Office 365

• API: Messages: list, get
  
• Configure: Extract invoice attachments for OCR and upload to workflow
  

21. Slack

• API: Files: list, Channels: history
  
• Configure: Trigger tax workflow from keyword or file upload in financial channel
  

22. Plaid

• API: Transactions
  
• Configure: Import transaction data from connected bank accounts for reconciliation
  

23. Stripe

• API: Charges, Payments
  
• Configure: Export all relevant transaction data for filling sales tax schedules
  

24. PayPal

• API: Transaction Search
  
• Configure: Sync sales data for quarterly/annual tax templates
  

25. Google Cloud Vision

• API: OCR text detection
  
• Configure: Extract line items from photographed or scanned receipts
  

Benefits

1. Eliminates manual document preparation and data transposition for aluminum welders.

2. Enhances accuracy by mapping transactions to tax categories and codes automatically.

3. Reduces compliance risk with timely, standardized, and audit-ready documentation.

4. Saves labor hours otherwise spent on repetitive data gathering, sorting, and form filling.

5. Ensures seamless collaboration and approval between welding business staff and external accountants or advisors.