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"includeOtherFields": true }, "position": [ -1488, 256 ] }, { "id": "0da16e17-de3c-4d0f-8c0c-aa082e73659c", "name": "Apply Tax Withholding", "type": "set", "params": { "options": {}, "assignments": { "assignments": [ { "id": "id-1", "name": "federalTax", "type": "number", "value": "={{ $json.payrollAmount * $('Workflow Configuration').first().json.federalTaxRate }}" }, { "id": "id-2", "name": "stateTax", "type": "number", "value": "={{ $json.payrollAmount * $('Workflow Configuration').first().json.stateTaxRate }}" }, { "id": "id-3", "name": "socialSecurity", "type": "number", "value": "={{ $json.payrollAmount * $('Workflow Configuration').first().json.socialSecurityRate }}" }, { "id": "id-4", "name": "medicare", "type": "number", "value": "={{ $json.payrollAmount * $('Workflow Configuration').first().json.medicareRate }}" }, { "id": "id-5", "name": "totalTaxWithholding", "type": "number", "value": "={{ ($json.payrollAmount * $('Workflow Configuration').first().json.federalTaxRate) + ($json.payrollAmount * $('Workflow Configuration').first().json.stateTaxRate) + ($json.payrollAmount * $('Workflow Configuration').first().json.socialSecurityRate) + ($json.payrollAmount * $('Workflow Configuration').first().json.medicareRate) }}" }, { "id": "id-6", "name": "netPayroll", "type": "number", "value": "={{ $json.payrollAmount - (($json.payrollAmount * $('Workflow Configuration').first().json.federalTaxRate) + ($json.payrollAmount * $('Workflow Configuration').first().json.stateTaxRate) + ($json.payrollAmount * $('Workflow Configuration').first().json.socialSecurityRate) + ($json.payrollAmount * $('Workflow Configuration').first().json.medicareRate)) }}" } ] }, "includeOtherFields": true }, "position": [ -1264, 256 ] }, { "id": "08c0cfec-6672-434c-adbe-c333c758b423", "name": "Aggregate Tax Summary", "type": "passthrough", "params": { "mode": "summarize", "options": { "outputFormat": "singleItem" }, "fieldsToSummarize": { "values": [ { "field": "grossRevenue", "aggregation": "sum" }, { "field": "payrollAmount", "aggregation": "sum" }, { "field": "federalTax", "aggregation": "sum" }, { "field": "stateTax", "aggregation": "sum" }, { "field": "socialSecurity", "aggregation": "sum" }, { "field": "medicare", "aggregation": "sum" }, { "field": "totalTaxWithholding", "aggregation": "sum" }, { "field": "netPayroll", "aggregation": "sum" } ] } }, "position": [ -1040, 256 ] }, { "id": "820d3aac-8af9-4814-9451-d40e63800bb1", "name": "Generate Summary Document", "type": "passthrough", "params": { "html": "=\n\n\n \n Tax Summary Report\n\n\n

Tax Compliance Summary Report

Reporting Period: {{ $('Aggregate Tax Summary').item.json.period }}

\n \n

Revenue Summary

\n \n \n \n \n \n \n \n \n \n

Total Revenue:	${{ $('Aggregate Tax Summary').item.json.totalRevenue }}
Taxable Revenue:	${{ $('Aggregate Tax Summary').item.json.taxableRevenue }}

\n \n

Payroll Calculation

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Gross Payroll:	${{ $('Aggregate Tax Summary').item.json.grossPayroll }}
Employee Count:	{{ $('Aggregate Tax Summary').item.json.employeeCount }}
Total Deductions:	${{ $('Aggregate Tax Summary').item.json.totalDeductions }}
Net Payroll:	${{ $('Aggregate Tax Summary').item.json.netPayroll }}

\n \n

Tax Withholding Breakdown

\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n

Federal Tax Withheld:	${{ $('Aggregate Tax Summary').item.json.federalTax }}
State Tax Withheld:	${{ $('Aggregate Tax Summary').item.json.stateTax }}
Social Security:	${{ $('Aggregate Tax Summary').item.json.socialSecurity }}
Medicare:	${{ $('Aggregate Tax Summary').item.json.medicare }}
Total Tax Withheld:	${{ $('Aggregate Tax Summary').item.json.totalTaxWithheld }}

\n \n

Period Summary

\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n

Total Revenue:	${{ $('Aggregate Tax Summary').item.json.totalRevenue }}
Total Payroll Expense:	${{ $('Aggregate Tax Summary').item.json.grossPayroll }}
Total Tax Liability:	${{ $('Aggregate Tax Summary').item.json.totalTaxWithheld }}
Net After Tax:	${{ $('Aggregate Tax Summary').item.json.netAfterTax }}

\n \n

AI Compliance Analysis

\n \n

Risk Assessment

\n \n

Compliance Notes

\n \n

Recommendations

{{ recommendation }}

\n \n \n

\n\n\n\n", "mode": "noOp" }, "position": [ -432, 256 ] }, { "id": "c1cfa84e-ef89-4166-8d88-f450d8069073", "name": "Convert to PDF", "type": "passthrough", "params": { "mode": "noOp", "options": { "fileName": "=Tax_Summary_{{ $now.format('yyyy-MM') }}.pdf" }, "operation": "html" }, "position": [ -224, 192 ] }, { "id": "349023f1-68da-4e79-851c-fe19dcf2b2fd", "name": "Send to Tax Agent", "type": "integration", "params": { "sendTo": "={{ $('Workflow Configuration').first().json.taxAgentEmail }}", "message": "Please find attached the monthly revenue and payroll tax summary for your review.", "options": { "attachmentsUi": { "attachmentsBinary": [ {} ] } }, "service": "gmail", "subject": "=Monthly Tax Summary - {{ $now.format('MMMM yyyy') }}", "operation": "read" }, "position": [ 32, 192 ] }, { "id": "4f22b080-8b6f-4c61-8c65-af2ea53474f3", "name": "Store in Compliance Sheet", "type": "integration", "params": { "service": "googleSheets", "operation": "appendOrUpdate", "sheetName": { "__rl": true, "mode": "list", "value": "" }, "documentId": { "__rl": true, "mode": "id", "value": "={{ $('Workflow Configuration').first().json.complianceSheetId }}" } }, "position": [ 32, 400 ] }, { "id": "0f462947-a22f-441c-ba81-91e6af926bee", "name": "Archive to Drive", "type": "integration", "params": { "name": "={{ 'Tax_Summary_' + $now.format('yyyy-MM') + '.pdf' }}", "driveId": { "__rl": true, "mode": "list", "value": "My Drive" }, "options": {}, "service": "googleDrive", "folderId": { "__rl": true, "mode": "id", "value": "={{ $('Workflow Configuration').first().json.driveFolderId }}" }, "operation": "read" }, "position": [ 48, 608 ] }, { "id": "7ba8b7f9-7c53-4cfd-b3b1-d7b3a12e5833", "name": "AI Tax Compliance Analyst", "type": "llm", "params": { "text": "=Analyze the following tax data: {{ JSON.stringify($json) }}", "prompt": "=Analyze the following tax data: {{ JSON.stringify($json) }}", "options": { "systemMessage": "You are a tax compliance analyst specializing in payroll and revenue tax analysis.\n\nYour task is to:\n1. Review the provided revenue, payroll, and tax withholding data\n2. Calculate the reporting period as the current month and year\n3. Verify all tax calculations are accurate\n4. Assess compliance risks based on tax rates and withholding amounts\n5. Provide actionable recommendations for tax optimization and compliance\n6. Generate compliance notes highlighting any concerns or anomalies\n\nReturn your analysis in the structured JSON format with all required fields populated." }, "provider": "openai", "promptType": "define", "approximated": true, "systemMessage": "You are a tax compliance analyst specializing in payroll and revenue tax analysis.\n\nYour task is to:\n1. Review the provided revenue, payroll, and tax withholding data\n2. Calculate the reporting period as the current month and year\n3. Verify all tax calculations are accurate\n4. Assess compliance risks based on tax rates and withholding amounts\n5. Provide actionable recommendations for tax optimization and compliance\n6. Generate compliance notes highlighting any concerns or anomalies\n\nReturn your analysis in the structured JSON format with all required fields populated.", "hasOutputParser": true }, "position": [ -800, 320 ] }, { "id": "ca181bce-a91d-4077-a2c2-11081b86c76e", "name": "OpenAI GPT-4", "type": "llm", "params": { "model": "gpt-4o", "options": {}, "provider": "openai", "builtInTools": {} }, "position": [ -800, 544 ] }, { "id": "22f655d5-8a62-412d-8431-e59cf7ed5a22", "name": "Tax Analysis Output Parser", "type": "passthrough", "params": { "mode": "noOp", "schemaType": "manual", "inputSchema": "{\n \"type\": \"object\",\n \"properties\": {\n \"period\": {\n \"type\": \"string\"\n },\n \"totalRevenue\": {\n \"type\": \"number\"\n },\n \"totalPayroll\": {\n \"type\": \"number\"\n },\n \"federalTax\": {\n \"type\": \"number\"\n },\n \"stateTax\": {\n \"type\": \"number\"\n },\n \"socialSecurity\": {\n \"type\": \"number\"\n },\n \"medicare\": {\n \"type\": \"number\"\n },\n \"totalWithholding\": {\n \"type\": \"number\"\n },\n \"netPayroll\": {\n \"type\": \"number\"\n },\n \"complianceNotes\": {\n \"type\": \"string\"\n },\n \"riskAssessment\": {\n \"type\": \"string\"\n },\n \"recommendations\": {\n \"type\": \"array\",\n \"items\": {\n \"type\": \"string\"\n }\n }\n }\n}" }, "position": [ -672, 544 ] } ] }

Automate monthly payroll tax compliance with GPT-4, Google Sheets and Drive