Cheng Siong Chin This workflow corresponds to n8n.io template #11899 — we link there as the canonical source.
This workflow follows the Agent → Gmail recipe pattern — see all workflows that pair these two integrations.
The workflow JSON
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{
"id": "ObVFfph3OecSfR2D",
"name": "Automate revenue collection and tax submission across multiple sources",
"tags": [],
"nodes": [
{
"id": "827cbd50-730e-4ddf-93dc-fa68d0724ff9",
"name": "Workflow Configuration",
"type": "n8n-nodes-base.set",
"position": [
-224,
288
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "id-1",
"name": "taxPeriodStart",
"type": "string",
"value": "={{ $now.minus({ months: 1 }).startOf('month').toISO() }}"
},
{
"id": "id-2",
"name": "taxPeriodEnd",
"type": "string",
"value": "={{ $now.minus({ months: 1 }).endOf('month').toISO() }}"
},
{
"id": "id-3",
"name": "submissionMethod",
"type": "string",
"value": "api"
},
{
"id": "id-4",
"name": "taxAgentEmail",
"type": "string",
"value": "<__PLACEHOLDER_VALUE__Tax Agent Email Address__>"
},
{
"id": "id-5",
"name": "governmentApiUrl",
"type": "string",
"value": "<__PLACEHOLDER_VALUE__Government Tax API Endpoint__>"
},
{
"id": "id-6",
"name": "bankFeedApiUrl",
"type": "string",
"value": "<__PLACEHOLDER_VALUE__Bank Feed API Endpoint__>"
}
]
},
"includeOtherFields": true
},
"typeVersion": 3.4
},
{
"id": "74d8059b-52fe-4b35-bc6a-c89a90803868",
"name": "Get Stripe Transactions",
"type": "n8n-nodes-base.stripe",
"position": [
0,
80
],
"parameters": {
"limit": 100,
"resource": "charge",
"operation": "getAll"
},
"typeVersion": 1
},
{
"id": "48dce256-d478-4814-a1c3-48b0087f57e9",
"name": "Get PayPal Transactions",
"type": "n8n-nodes-base.payPal",
"position": [
0,
272
],
"parameters": {
"resource": "payoutItem",
"payoutItemId": "<__PLACEHOLDER_VALUE__Payout Item ID__>"
},
"typeVersion": 1
},
{
"id": "475587a0-60f5-45c5-b7dc-e8c5c28d613d",
"name": "Get Shopify Orders",
"type": "n8n-nodes-base.shopify",
"position": [
0,
464
],
"parameters": {
"options": {
"createdAtMax": "={{ $('Workflow Configuration').first().json.taxPeriodEnd }}",
"createdAtMin": "={{ $('Workflow Configuration').first().json.taxPeriodStart }}"
},
"operation": "getAll",
"returnAll": true
},
"typeVersion": 1
},
{
"id": "ba27bdb1-ee18-4fd0-878b-8d19a0fc9db6",
"name": "Get Bank Feed Data",
"type": "n8n-nodes-base.httpRequest",
"position": [
0,
656
],
"parameters": {
"url": "={{ $('Workflow Configuration').first().json.bankFeedApiUrl }}",
"options": {},
"sendQuery": true,
"queryParameters": {
"parameters": [
{
"name": "start_date",
"value": "={{ $('Workflow Configuration').first().json.taxPeriodStart }}"
},
{
"name": "end_date",
"value": "={{ $('Workflow Configuration').first().json.taxPeriodEnd }}"
}
]
}
},
"typeVersion": 4.3
},
{
"id": "627e15cc-7a89-4d09-9f13-bfc21360c1ca",
"name": "Normalize Stripe Data",
"type": "n8n-nodes-base.set",
"position": [
208,
112
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "id-1",
"name": "source",
"type": "string",
"value": "Stripe"
},
{
"id": "id-2",
"name": "transactionId",
"type": "string",
"value": "={{ $json.id }}"
},
{
"id": "id-3",
"name": "amount",
"type": "number",
"value": "={{ $json.amount / 100 }}"
},
{
"id": "id-4",
"name": "currency",
"type": "string",
"value": "={{ $json.currency }}"
},
{
"id": "id-5",
"name": "date",
"type": "string",
"value": "={{ new Date($json.created * 1000).toISOString() }}"
},
{
"id": "id-6",
"name": "description",
"type": "string",
"value": "={{ $json.description }}"
},
{
"id": "id-7",
"name": "customerEmail",
"type": "string",
"value": "={{ $json.billing_details?.email }}"
}
]
},
"includeOtherFields": true
},
"typeVersion": 3.4
},
{
"id": "69974097-d415-4b94-93bb-2ffa7796026e",
"name": "Normalize PayPal Data",
"type": "n8n-nodes-base.set",
"position": [
224,
272
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "id-1",
"name": "source",
"type": "string",
"value": "PayPal"
},
{
"id": "id-2",
"name": "transactionId",
"type": "string",
"value": "={{ $json.payout_item_id }}"
},
{
"id": "id-3",
"name": "amount",
"type": "number",
"value": "={{ $json.payout_item.amount.value }}"
},
{
"id": "id-4",
"name": "currency",
"type": "string",
"value": "={{ $json.payout_item.amount.currency }}"
},
{
"id": "id-5",
"name": "date",
"type": "string",
"value": "={{ $json.time_processed }}"
},
{
"id": "id-6",
"name": "description",
"type": "string",
"value": "={{ $json.payout_item.transaction_note }}"
}
]
},
"includeOtherFields": true
},
"typeVersion": 3.4
},
{
"id": "7a796a3c-a049-48e7-b7b9-ce5cab1a9dd3",
"name": "Normalize Shopify Data",
"type": "n8n-nodes-base.set",
"position": [
224,
464
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "id-1",
"name": "source",
"type": "string",
"value": "Shopify"
},
{
"id": "id-2",
"name": "transactionId",
"type": "string",
"value": "={{ $json.id }}"
},
{
"id": "id-3",
"name": "amount",
"type": "number",
"value": "={{ $json.total_price }}"
},
{
"id": "id-4",
"name": "currency",
"type": "string",
"value": "={{ $json.currency }}"
},
{
"id": "id-5",
"name": "date",
"type": "string",
"value": "={{ $json.created_at }}"
},
{
"id": "id-6",
"name": "description",
"type": "string",
"value": "={{ $json.name }}"
},
{
"id": "id-7",
"name": "customerEmail",
"type": "string",
"value": "={{ $json.email }}"
}
]
},
"includeOtherFields": true
},
"typeVersion": 3.4
},
{
"id": "9e2c41c2-5690-4081-8594-8832a3f4eef1",
"name": "Normalize Bank Data",
"type": "n8n-nodes-base.set",
"position": [
224,
656
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "id-1",
"name": "source",
"type": "string",
"value": "Bank"
},
{
"id": "id-2",
"name": "transactionId",
"type": "string",
"value": "={{ $json.transaction_id }}"
},
{
"id": "id-3",
"name": "amount",
"type": "number",
"value": "={{ $json.amount }}"
},
{
"id": "id-4",
"name": "currency",
"type": "string",
"value": "={{ $json.currency }}"
},
{
"id": "id-5",
"name": "date",
"type": "string",
"value": "={{ $json.date }}"
},
{
"id": "id-6",
"name": "description",
"type": "string",
"value": "={{ $json.description }}"
}
]
},
"includeOtherFields": true
},
"typeVersion": 3.4
},
{
"id": "2a4f11e4-4d51-4c71-baf6-ff241c193e3d",
"name": "Merge All Revenue Sources",
"type": "n8n-nodes-base.aggregate",
"position": [
448,
288
],
"parameters": {
"options": {},
"aggregate": "aggregateAllItemData",
"destinationFieldName": "allTransactions"
},
"typeVersion": 1
},
{
"id": "833c661f-0aff-4be4-834a-108c40f92725",
"name": "AI Income Categorizer",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
672,
288
],
"parameters": {
"text": "={{ 'Categorize these revenue transactions: ' + JSON.stringify($json.allTransactions) }}",
"options": {
"systemMessage": "You are a tax categorization assistant. Your task is to analyze revenue transactions and categorize each one according to standard income categories.\n\nFor each transaction, determine:\n1. incomeCategory: The type of income (e.g., \"Product Sales\", \"Service Revenue\", \"Subscription Revenue\", \"Interest Income\", \"Other Income\")\n2. taxable: Whether the income is taxable (true/false)\n3. taxRate: The applicable tax rate as a decimal (e.g., 0.10 for 10%)\n4. notes: Any relevant notes about the categorization\n\nReturn the categorized transactions in the exact structure defined by the output parser."
},
"promptType": "define",
"hasOutputParser": true
},
"typeVersion": 3
},
{
"id": "9497a3e4-6beb-4aff-9032-a765685fc98a",
"name": "OpenAI Model",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
688,
512
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4.1-mini"
},
"options": {},
"builtInTools": {}
},
"credentials": {
"openAiApi": {
"name": "<your credential>"
}
},
"typeVersion": 1.3
},
{
"id": "07444727-4739-44ed-8312-b47e24da62d9",
"name": "Structured Output Parser",
"type": "@n8n/n8n-nodes-langchain.outputParserStructured",
"position": [
816,
512
],
"parameters": {
"schemaType": "manual",
"inputSchema": "{\n \"type\": \"object\",\n \"properties\": {\n \"transactions\": {\n \"type\": \"array\",\n \"items\": {\n \"type\": \"object\",\n \"properties\": {\n \"transactionId\": {\n \"type\": \"string\"\n },\n \"source\": {\n \"type\": \"string\"\n },\n \"amount\": {\n \"type\": \"number\"\n },\n \"currency\": {\n \"type\": \"string\"\n },\n \"date\": {\n \"type\": \"string\"\n },\n \"description\": {\n \"type\": \"string\"\n },\n \"incomeCategory\": {\n \"type\": \"string\"\n },\n \"taxable\": {\n \"type\": \"boolean\"\n },\n \"taxRate\": {\n \"type\": \"number\"\n },\n \"notes\": {\n \"type\": \"string\"\n }\n }\n }\n }\n }\n}"
},
"typeVersion": 1.3
},
{
"id": "d531269c-0591-4ba6-af34-e68613c12329",
"name": "Calculate Period Totals",
"type": "n8n-nodes-base.code",
"position": [
1024,
288
],
"parameters": {
"jsCode": "// Calculate Period Totals for Tax Filing\n// This code processes categorized income data and calculates totals by category\n\nconst items = $input.all();\n\n// Initialize totals object\nconst totals = {\n byCategory: {},\n totalRevenue: 0,\n totalTaxableAmount: 0,\n totalTax: 0,\n transactionCount: 0,\n periodStart: null,\n periodEnd: null\n};\n\n// Process each transaction\nfor (const item of items) {\n const data = item.json;\n \n // Extract relevant fields\n const category = data.category || 'Uncategorized';\n const amount = parseFloat(data.amount) || 0;\n const taxableAmount = parseFloat(data.taxableAmount) || amount;\n const taxRate = parseFloat(data.taxRate) || 0;\n const tax = taxableAmount * (taxRate / 100);\n const date = data.date || data.transactionDate;\n \n // Update category totals\n if (!totals.byCategory[category]) {\n totals.byCategory[category] = {\n revenue: 0,\n taxableAmount: 0,\n tax: 0,\n count: 0\n };\n }\n \n totals.byCategory[category].revenue += amount;\n totals.byCategory[category].taxableAmount += taxableAmount;\n totals.byCategory[category].tax += tax;\n totals.byCategory[category].count += 1;\n \n // Update overall totals\n totals.totalRevenue += amount;\n totals.totalTaxableAmount += taxableAmount;\n totals.totalTax += tax;\n totals.transactionCount += 1;\n \n // Track period dates\n if (date) {\n const transactionDate = new Date(date);\n if (!totals.periodStart || transactionDate < totals.periodStart) {\n totals.periodStart = transactionDate;\n }\n if (!totals.periodEnd || transactionDate > totals.periodEnd) {\n totals.periodEnd = transactionDate;\n }\n }\n}\n\n// Format dates\nif (totals.periodStart) {\n totals.periodStart = totals.periodStart.toISOString().split('T')[0];\n}\nif (totals.periodEnd) {\n totals.periodEnd = totals.periodEnd.toISOString().split('T')[0];\n}\n\n// Round all monetary values to 2 decimal places\ntotals.totalRevenue = Math.round(totals.totalRevenue * 100) / 100;\ntotals.totalTaxableAmount = Math.round(totals.totalTaxableAmount * 100) / 100;\ntotals.totalTax = Math.round(totals.totalTax * 100) / 100;\n\nfor (const category in totals.byCategory) {\n totals.byCategory[category].revenue = Math.round(totals.byCategory[category].revenue * 100) / 100;\n totals.byCategory[category].taxableAmount = Math.round(totals.byCategory[category].taxableAmount * 100) / 100;\n totals.byCategory[category].tax = Math.round(totals.byCategory[category].tax * 100) / 100;\n}\n\n// Create summary output\nconst summary = {\n summary: totals,\n categories: Object.keys(totals.byCategory).map(category => ({\n category: category,\n ...totals.byCategory[category]\n })),\n transactions: items.map(item => item.json)\n};\n\nreturn [summary];"
},
"typeVersion": 2
},
{
"id": "d739f8aa-6436-4d5d-9b54-b33c39eb5b4e",
"name": "Format as CSV",
"type": "n8n-nodes-base.code",
"position": [
1248,
192
],
"parameters": {
"jsCode": "// Convert categorized transaction data and totals into CSV format\nconst items = $input.all();\n\n// Define CSV headers\nconst headers = [\n 'Transaction ID',\n 'Source',\n 'Date',\n 'Amount',\n 'Currency',\n 'Category',\n 'Taxable',\n 'Tax Rate',\n 'Tax Amount',\n 'Description'\n];\n\n// Create CSV rows\nconst rows = items.map(item => {\n const data = item.json;\n return [\n data.transactionId || data.transaction_id || '',\n data.source || '',\n data.date || '',\n data.amount || '',\n data.currency || '',\n data.category || '',\n data.taxable || '',\n data.taxRate || data.tax_rate || '',\n data.taxAmount || data.tax_amount || '',\n data.description || ''\n ];\n});\n\n// Escape CSV fields (handle commas, quotes, newlines)\nconst escapeCSVField = (field) => {\n const fieldStr = String(field);\n if (fieldStr.includes(',') || fieldStr.includes('\"') || fieldStr.includes('\\n')) {\n return '\"' + fieldStr.replace(/\"/g, '\"\"') + '\"';\n }\n return fieldStr;\n};\n\n// Build CSV content\nconst csvRows = [\n headers.map(escapeCSVField).join(','),\n ...rows.map(row => row.map(escapeCSVField).join(','))\n];\n\nconst csvContent = csvRows.join('\\n');\n\n// Return CSV as output\nreturn [\n {\n json: {\n csv: csvContent,\n format: 'csv',\n rowCount: rows.length,\n generatedAt: new Date().toISOString()\n },\n binary: {\n data: {\n data: Buffer.from(csvContent).toString('base64'),\n mimeType: 'text/csv',\n fileName: `revenue_report_${new Date().toISOString().split('T')[0]}.csv`\n }\n }\n }\n];"
},
"typeVersion": 2
},
{
"id": "d22f7d8e-0094-4dfb-b29e-c2d28da87040",
"name": "Format as XML",
"type": "n8n-nodes-base.code",
"position": [
1696,
480
],
"parameters": {
"jsCode": "// Convert categorized transaction data and totals into XML format for government tax filing\nconst items = $input.all();\n\n// Helper function to escape XML special characters\nfunction escapeXml(unsafe) {\n if (unsafe === null || unsafe === undefined) return '';\n return String(unsafe)\n .replace(/&/g, '&')\n .replace(/</g, '<')\n .replace(/>/g, '>')\n .replace(/\"/g, '"')\n .replace(/'/g, ''');\n}\n\n// Helper function to format date to ISO format\nfunction formatDate(date) {\n if (!date) return new Date().toISOString().split('T')[0];\n return new Date(date).toISOString().split('T')[0];\n}\n\n// Build XML structure\nlet xml = '<?xml version=\"1.0\" encoding=\"UTF-8\"?>\\n';\nxml += '<TaxFilingReport>\\n';\nxml += ' <Header>\\n';\nxml += ` <SubmissionDate>${formatDate(new Date())}</SubmissionDate>\\n`;\nxml += ` <TaxPeriod>${items[0]?.json?.taxPeriod || 'QUARTERLY'}</TaxPeriod>\\n`;\nxml += ` <FiscalYear>${new Date().getFullYear()}</FiscalYear>\\n`;\nxml += ` <TaxpayerID>${items[0]?.json?.taxpayerId || 'TBD'}</TaxpayerID>\\n`;\nxml += ' </Header>\\n';\n\n// Add summary totals\nxml += ' <Summary>\\n';\nconst totals = items[0]?.json?.totals || {};\nxml += ` <TotalRevenue>${totals.totalRevenue || 0}</TotalRevenue>\\n`;\nxml += ` <TotalTaxableIncome>${totals.totalTaxableIncome || 0}</TotalTaxableIncome>\\n`;\nxml += ` <TotalDeductions>${totals.totalDeductions || 0}</TotalDeductions>\\n`;\nxml += ` <NetTaxableAmount>${totals.netTaxableAmount || 0}</NetTaxableAmount>\\n`;\nxml += ` <TransactionCount>${items.length}</TransactionCount>\\n`;\nxml += ' </Summary>\\n';\n\n// Add category breakdown\nxml += ' <CategoryBreakdown>\\n';\nconst categories = items[0]?.json?.categoryTotals || {};\nfor (const [category, amount] of Object.entries(categories)) {\n xml += ' <Category>\\n';\n xml += ` <Name>${escapeXml(category)}</Name>\\n`;\n xml += ` <Amount>${amount}</Amount>\\n`;\n xml += ' </Category>\\n';\n}\nxml += ' </CategoryBreakdown>\\n';\n\n// Add individual transactions\nxml += ' <Transactions>\\n';\nfor (const item of items) {\n const data = item.json;\n xml += ' <Transaction>\\n';\n xml += ` <TransactionID>${escapeXml(data.transactionId || data.id)}</TransactionID>\\n`;\n xml += ` <Date>${formatDate(data.date || data.transactionDate)}</Date>\\n`;\n xml += ` <Source>${escapeXml(data.source || 'UNKNOWN')}</Source>\\n`;\n xml += ` <Amount>${data.amount || 0}</Amount>\\n`;\n xml += ` <Currency>${escapeXml(data.currency || 'USD')}</Currency>\\n`;\n xml += ` <Category>${escapeXml(data.category || 'UNCATEGORIZED')}</Category>\\n`;\n xml += ` <Description>${escapeXml(data.description || '')}</Description>\\n`;\n xml += ` <TaxStatus>${escapeXml(data.taxStatus || 'TAXABLE')}</TaxStatus>\\n`;\n if (data.customerName) {\n xml += ` <CustomerName>${escapeXml(data.customerName)}</CustomerName>\\n`;\n }\n xml += ' </Transaction>\\n';\n}\nxml += ' </Transactions>\\n';\n\nxml += '</TaxFilingReport>';\n\n// Return the XML as output\nreturn [{\n json: {\n xml: xml,\n format: 'XML',\n generatedAt: new Date().toISOString(),\n recordCount: items.length\n }\n}];"
},
"typeVersion": 2
},
{
"id": "62bba3e6-8d63-4684-a961-d6b783aea349",
"name": "Check Submission Method",
"type": "n8n-nodes-base.if",
"position": [
1472,
192
],
"parameters": {
"options": {},
"conditions": {
"options": {
"leftValue": "",
"caseSensitive": false,
"typeValidation": "loose"
},
"combinator": "and",
"conditions": [
{
"id": "id-1",
"operator": {
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $('Workflow Configuration').first().json.submissionMethod }}",
"rightValue": "api"
}
]
}
},
"typeVersion": 2.3
},
{
"id": "35e46f44-2e36-4fb6-927d-c4981615836b",
"name": "Submit to Government API",
"type": "n8n-nodes-base.httpRequest",
"position": [
1696,
96
],
"parameters": {
"url": "={{ $('Workflow Configuration').first().json.governmentApiUrl }}",
"body": "={{ $json.csvData }}",
"method": "POST",
"options": {},
"sendBody": true,
"contentType": "raw",
"sendHeaders": true,
"rawContentType": "text/csv",
"headerParameters": {
"parameters": [
{
"name": "Content-Type",
"value": "text/csv"
}
]
}
},
"typeVersion": 4.3
},
{
"id": "46772d2d-fb8f-47bb-8943-ef32f2bed8ab",
"name": "Email to Tax Agent",
"type": "n8n-nodes-base.gmail",
"position": [
1696,
288
],
"parameters": {
"sendTo": "={{ $('Workflow Configuration').first().json.taxAgentEmail }}",
"message": "={{ 'Dear Tax Agent,<br><br>Please find attached the tax filing submission for the period ' + $('Workflow Configuration').first().json.taxPeriodStart + ' to ' + $('Workflow Configuration').first().json.taxPeriodEnd + '.<br><br>Revenue Summary:<br>' + JSON.stringify($('Calculate Period Totals').first().json, null, 2).replace(/\\n/g, '<br>') + '<br><br>The detailed CSV file is attached.<br><br>Best regards,<br>Automated Tax Filing System' }}",
"options": {
"attachmentsUi": {
"attachmentsBinary": [
{
"property": "csvData"
}
]
}
},
"subject": "={{ 'Tax Filing Submission - Period: ' + $('Workflow Configuration').first().json.taxPeriodStart + ' to ' + $('Workflow Configuration').first().json.taxPeriodEnd }}"
},
"credentials": {
"gmailOAuth2": {
"name": "<your credential>"
}
},
"typeVersion": 2.2
},
{
"id": "82060b39-886f-4e46-96ad-5f837116f1eb",
"name": "Archive to Google Drive",
"type": "n8n-nodes-base.googleDrive",
"position": [
1920,
288
],
"parameters": {
"name": "={{ 'tax_filing_' + new Date().toISOString().split('T')[0] + '.csv' }}",
"driveId": {
"__rl": true,
"mode": "list",
"value": "My Drive"
},
"options": {
"simplifyOutput": true
},
"folderId": {
"__rl": true,
"mode": "list",
"value": "root",
"cachedResultName": "/ (Root folder)"
}
},
"credentials": {
"googleDriveOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 3
},
{
"id": "43b5a026-1918-4f2b-a76c-3271ba1fd3d4",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
1136,
-288
],
"parameters": {
"color": 5,
"width": 400,
"height": 208,
"content": "## Customization\nModify normalization rules per jurisdiction; add expense categories to AI prompt; \n\n## Benefits\nEliminates manual reconciliation; reduces tax filing time by 80%; improves accuracy; "
},
"typeVersion": 1
},
{
"id": "25215ef2-8cb0-41e3-8f17-706714474149",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
672,
-288
],
"parameters": {
"color": 4,
"width": 416,
"height": 208,
"content": "## Prerequisites\nStripe, PayPal, Shopify, or bank APIs; OpenAI account; Google Workspace; \n\n## Use Cases\nQuarterly tax preparation for e-commerce; multi-channel revenue reconciliation; "
},
"typeVersion": 1
},
{
"id": "219f5590-aeb3-44ac-b607-0ff38da38c07",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
272,
-288
],
"parameters": {
"width": 320,
"height": 208,
"content": "## Setup Steps\n1. Connect Stripe/PayPal/Shopify accounts with API keys to respective nodes.\n2. Configure bank feed authentication \n3. Set OpenAI credentials for AI Income Categorizer node.\n4. Link Google Drive and Gmail .\n"
},
"typeVersion": 1
},
{
"id": "fc759cae-6766-43e5-b517-e03f9bffb698",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
-512,
-288
],
"parameters": {
"width": 752,
"height": 192,
"content": "## How It Works\nConsolidates daily revenue from Stripe, PayPal, Shopify, and bank feeds into a single system. The workflow automatically normalizes data across payment sources, uses AI to categorize income transactions, calculates reporting-period totals, and generates tax-compliant CSV and XML submissions. Designed for e-commerce businesses, SaaS companies, and multi-channel retailers managing complex revenue streams, it eliminates manual reconciliation, reduces filing errors, and speeds up financial reporting by automating the entire pipeline from data collection to government submission."
},
"typeVersion": 1
},
{
"id": "89107252-fe33-4736-aa8f-f364ec4a1f86",
"name": "Sticky Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
656,
-32
],
"parameters": {
"color": 7,
"width": 304,
"height": 880,
"content": "## AI-Powered Income Categorization\n**What:** Use all normalized streams and categorizes income using AI-powered transaction analysis.\n**Why:** Automates income classification and detects anomalies "
},
"typeVersion": 1
},
{
"id": "bc7e0768-29f3-4c48-930d-f68f583ba464",
"name": "Sticky Note5",
"type": "n8n-nodes-base.stickyNote",
"position": [
976,
-32
],
"parameters": {
"color": 7,
"width": 1104,
"height": 864,
"content": "## Tax Period Calculation and submission\n**What:** Computes period totals and tax period summaries with validation checks.\n**Why:** Ensures accuracy and compliance-ready figures for regulatory submission."
},
"typeVersion": 1
},
{
"id": "666e7b09-aefd-4026-a92b-3fd11ce34648",
"name": "Sticky Note6",
"type": "n8n-nodes-base.stickyNote",
"position": [
144,
-32
],
"parameters": {
"color": 7,
"width": 496,
"height": 864,
"content": "\n## Data Normalization\n**What:** Applies format-standardization and transformation rules to each data source independently.\n**Why:** Creates consistent data structure "
},
"typeVersion": 1
},
{
"id": "7ea72134-db7a-490c-9bad-91f93cdebb1e",
"name": "Sticky Note7",
"type": "n8n-nodes-base.stickyNote",
"position": [
-512,
-32
],
"parameters": {
"color": 7,
"width": 640,
"height": 848,
"content": "## Multi-Source Data Collection\n**What:** Retrieves raw transaction data from four distinct payment sources \n**Why:** Ensures complete revenue visibility across all channels."
},
"typeVersion": 1
},
{
"id": "a6403c5a-d2fa-45ba-9e73-96d5ee5374fe",
"name": "Monthly revenue aggregation",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
-448,
288
],
"parameters": {
"rule": {
"interval": [
{
"triggerAtHour": 2
}
]
}
},
"typeVersion": 1.3
}
],
"active": false,
"settings": {
"executionOrder": "v1"
},
"versionId": "f383bd8c-1507-4a29-8db0-b5c054a9a569",
"connections": {
"OpenAI Model": {
"ai_languageModel": [
[
{
"node": "AI Income Categorizer",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Format as CSV": {
"main": [
[
{
"node": "Check Submission Method",
"type": "main",
"index": 0
}
]
]
},
"Format as XML": {
"main": [
[
{
"node": "Archive to Google Drive",
"type": "main",
"index": 0
}
]
]
},
"Email to Tax Agent": {
"main": [
[
{
"node": "Archive to Google Drive",
"type": "main",
"index": 0
}
]
]
},
"Get Bank Feed Data": {
"main": [
[
{
"node": "Normalize Bank Data",
"type": "main",
"index": 0
}
]
]
},
"Get Shopify Orders": {
"main": [
[
{
"node": "Normalize Shopify Data",
"type": "main",
"index": 0
}
]
]
},
"Normalize Bank Data": {
"main": [
[
{
"node": "Merge All Revenue Sources",
"type": "main",
"index": 0
}
]
]
},
"AI Income Categorizer": {
"main": [
[
{
"node": "Calculate Period Totals",
"type": "main",
"index": 0
}
]
]
},
"Normalize PayPal Data": {
"main": [
[
{
"node": "Merge All Revenue Sources",
"type": "main",
"index": 0
}
]
]
},
"Normalize Stripe Data": {
"main": [
[
{
"node": "Merge All Revenue Sources",
"type": "main",
"index": 0
}
]
]
},
"Normalize Shopify Data": {
"main": [
[
{
"node": "Merge All Revenue Sources",
"type": "main",
"index": 0
}
]
]
},
"Workflow Configuration": {
"main": [
[
{
"node": "Get Stripe Transactions",
"type": "main",
"index": 0
},
{
"node": "Get PayPal Transactions",
"type": "main",
"index": 0
},
{
"node": "Get Shopify Orders",
"type": "main",
"index": 0
},
{
"node": "Get Bank Feed Data",
"type": "main",
"index": 0
}
]
]
},
"Calculate Period Totals": {
"main": [
[
{
"node": "Format as CSV",
"type": "main",
"index": 0
},
{
"node": "Format as XML",
"type": "main",
"index": 0
}
]
]
},
"Check Submission Method": {
"main": [
[
{
"node": "Submit to Government API",
"type": "main",
"index": 0
}
],
[
{
"node": "Email to Tax Agent",
"type": "main",
"index": 0
}
]
]
},
"Get PayPal Transactions": {
"main": [
[
{
"node": "Normalize PayPal Data",
"type": "main",
"index": 0
}
]
]
},
"Get Stripe Transactions": {
"main": [
[
{
"node": "Normalize Stripe Data",
"type": "main",
"index": 0
}
]
]
},
"Structured Output Parser": {
"ai_outputParser": [
[
{
"node": "AI Income Categorizer",
"type": "ai_outputParser",
"index": 0
}
]
]
},
"Submit to Government API": {
"main": [
[
{
"node": "Archive to Google Drive",
"type": "main",
"index": 0
}
]
]
},
"Merge All Revenue Sources": {
"main": [
[
{
"node": "AI Income Categorizer",
"type": "main",
"index": 0
}
]
]
},
"Monthly revenue aggregation": {
"main": [
[
{
"node": "Workflow Configuration",
"type": "main",
"index": 0
}
]
]
}
}
}
Credentials you'll need
Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.
gmailOAuth2googleDriveOAuth2ApiopenAiApi
Pro
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About this workflow
Consolidates daily revenue from Stripe, PayPal, Shopify, and bank feeds into a single system. The workflow automatically normalizes data across payment sources, uses AI to categorize income transactions, calculates reporting-period totals, and generates tax-compliant CSV and XML…
Source: https://n8n.io/workflows/11899/ — original creator credit. Request a take-down →
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