Automated tax filing with multi-platform revenue analysis using GPT-4
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 18 nodes and runs on a schedule (every day at 02:00). Along the way it connects Stripe, PayPal, Shopify and OpenAI Chat Model and 2 more.
How it runs
Trigger: On a schedule (every day at 02:00).
- Workflow Configuration (Edit Fields (Set)): sets 6 fields: startDate, endDate, taxApiUrl…
- Get Stripe Transactions (Stripe): get many (charge)
- Get PayPal Transactions (PayPal): get
- Get Shopify Orders (Shopify): get many
- Get Bank Feed Data (HTTP Request): calls an HTTP API
- Merge: merges the data from its input branches
- Normalize Revenue Data (Edit Fields (Set)): sets 6 fields: transactionId, amount, currency…
- AI Income Categorizer (AI Agent): runs an AI agent, with model: OpenAI GPT-; output parser: Structured Category Output
- Calculate Category Totals (Summarize): summarizes / groups the items
- Format Tax Submission Data (Code): runs custom JavaScript code
…plus 5 more steps. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (15)
- Schedule Trigger
n8n-nodes-base.scheduleTrigger - Edit Fields (Set)
n8n-nodes-base.set - Stripe
n8n-nodes-base.stripe - PayPal
n8n-nodes-base.payPal - Shopify
n8n-nodes-base.shopify - HTTP Request
n8n-nodes-base.httpRequest - Merge
n8n-nodes-base.merge - AI Agent
@n8n/n8n-nodes-langchain.agent - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured - Summarize
n8n-nodes-base.summarize - Code
n8n-nodes-base.code - If
n8n-nodes-base.if - Gmail
n8n-nodes-base.gmail - Google Drive
n8n-nodes-base.googleDrive
From the author
How It Works This workflow automates monthly revenue aggregation from multiple financial sources, including Stripe, PayPal, Shopify, and bank feeds, while delivering intelligent tax forecasting through GPT-4–based structured analysis. It systematically…