1.Monitor new order cards
Integrate Trello and workflow boards to detect new order intake cards.
Generate tax form PDFs from order cards for compliance intake
Automatically monitor new Trello order cards across Trello and tax document tools. Create filled tax PDFs and cover letter files when order card created, applicant fields missing, or identity details updateβso you can reduce paperwork, speed compliance intake, and keep submissions consistent without manual filing.
How this automation protects compliance-ready tax submissions
When order intake gets stuck on unstructured card notes, delays can create compliance risk. This automation extracts applicant fields, fills tax PDFs and cover letters, and attaches the finished files back to the originating cardβso your team can file faster.
Trelloor swap with your favorite app
2.Extract applicant data as JSON
Integrate ChatGPT (OpenAI) and AI parsing tools to extract structured applicant fields from card descriptions.
ChatGPT (OpenAI)or swap with your favorite app
3.Parse AI JSON into variables
Integrate Code by Zapier and data transformation tools to parse the AI JSON into discrete applicant fields.
Code by Zapieror swap with your favorite app
4.Create filled tax PDFs
Integrate pdfFiller and document templates to create filled tax PDFs by mapping parsed fields to templates.
pdfFilleror swap with your favorite app
5.Generate cover letter PDF
Integrate Google Docs and document generation tools to create a cover letter and save it to the configured folder.
Google Docsor swap with your favorite app
6.Attach files to the card
Integrate Trello and file attachment tools to upload the filled PDFs and cover letter link back to the card.
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Sub-Zap by Zapier, Google Sheets, Looping by Zapier, Formatter by Zapier, Code by Zapier, Digest by ZapierSwap with your favorite apps.
Create 1099 fixed-width text lines for payroll release
Your driver 1099 spreadsheet lacks fixed-width records, causing formatting errors that delay payroll. The workflow outputs compliant text lines so payroll and compliance can compile filings same day.
- Apps: Google Sheets, Filter by Zapier, pdfFillerSwap with your favorite apps.
Create 1099 NEC PDFs from updated spreadsheet rows
Your 1099 NEC rows require manual PDF prep, delaying payroll filing and chasing payee details. Automatically create completed 1099 NEC PDFs so payroll and accounting staff get files same day.
- Apps: Airtable, Filter by Zapier, pdfFiller, Delay by Zapier, PipelineSwap with your favorite apps.
Create client tax packet PDF from new records
You have client tax packet records missing consolidated PDFs that delay billing and delivery. The flow builds the packet PDF and queues it for review and same-day distribution.
- Apps: NetSuite, Zapier Tables, Google Drive, Google Sheets, AI by ZapierSwap with your favorite apps.
Create monthly GST review worksheet from vendor bill
Your vendor bills arrive without a GST review sheet, creating manual prep and delayed tax checks. Get a prefilled monthly worksheet for each bill so reviews happen same day.
- Apps: Schedule by Zapier, Code by Zapier, Process Street, Looping by ZapierSwap with your favorite apps.
Create quarterly VAT return checklists for all entities
Your VAT filings across entities lack checklists and due dates, causing last-minute work. Receive entity-specific VAT checklists assigned to accounting ahead of the filing deadline.
- Apps: Google Sheets, Filter by Zapier, Delay by Zapier, pdfFiller, PipelineSwap with your favorite apps.
Create updated tax packets from completed spreadsheet rows
You track client questionnaire updates in a spreadsheet that must be turned into tax packets, creating manual work for billing coordinators. Generated tax packets are available for distribution to clients same day.
- Apps: Fillout Forms, Airtable, Formatter by Zapier, Paths by Zapier, SignNowSwap with your favorite apps.
Generate state tax-exempt document and update client record
Your tax-exempt form submissions need state-specific paperwork and manual entry, delaying client onboarding and billing readiness. This creates ready-to-sign state documents and attaches signing links to client records same day.
- Apps: Zapier Forms, PDF.co, Formatter by Zapier, Zapier Tables, monday.com, Help ScoutSwap with your favorite apps.
Send year-end tax summaries to clients and update records
Your accounting form submissions lack parsed client context, delaying tax notices and approvals. It sends tailored year-end tax summaries and updates records so clients are notified same day.
- Apps: Webhooks by Zapier, Filter by Zapier, Freshsales Suite, Google Sheets, Zapier Tables, SlackSwap with your favorite apps.
Set tax prep dates from deal stage changes
Your tax prep deal records lack consistent stage timestamps, causing handoff confusion and billing delays. Coordinators gain clear routing and billing visibility so invoices can be ready same day.
- Apps: Front, Formatter by Zapier, ClickUpSwap with your favorite apps.
Update tax return task from tagged client message
Your extension-acceptance messages sit untracked in your inbox, delaying task updates and filing prep for client returns. Preparers get acceptance context and can proceed the same day.
- View all
Explore all tax preparation automations
Accelerate tax preparation with automated client intake, document routing, and return tracking
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.