Tools / Accounts Preparer / Use Cases / Generate a Tax Filing

Generate a Tax Filing

Convert classified accounts into a completed tax filing and a review PDF ready for submission or accountant sign-off.

Quick answer: Use the Accounts Preparer tool through ToolRouter to generate a tax filing directly from Claude, ChatGPT, Microsoft Copilot, and OpenClaw — connect once, then drive it with plain-language prompts. No code required.

Tool

Accounts Preparer

Having your accounts classified is only half the work. The other half is turning those figures into a tax filing that meets the right format — and getting it reviewed before it goes anywhere near HMRC or a state authority. Most people either do this manually in software that requires accounting knowledge, or pay an accountant to do it for them.

Accounts Preparer generates the actual filing from your classified transactions and produces a review PDF that lays out every figure in a readable format. You can share the PDF with your accountant for sign-off, or review it yourself before confirming submission.

This is particularly useful for sole traders and small limited companies that want to stay in control of their filings without needing a full bookkeeping service.

How to generate a tax filing with Claude, ChatGPT, Microsoft Copilot, and OpenClaw

Claude generates the filing and then walks you through the review PDF section by section, explaining what each figure represents and flagging anything that looks unusual. It is useful when you want to understand what is in the filing before it is submitted, rather than treating it as a black box.

Connect ToolRouter to Claude

1Open connector settings Open Settings

2Add a custom connector with these details

Name

ToolRouter

URL

https://api.toolrouter.com/mcp

3Let Claude set you up Open Claude

How to generate a tax filing with Claude

Once connected (see setup above), use the Accounts Preparer tool:

After preparing your accounts, ask Claude: "Generate the tax filing from these accounts"
Claude produces the filing and a review PDF
Ask Claude to walk through the key figures: "Explain the main income and expense lines"
Once satisfied, ask: "Is this ready to send to my accountant for sign-off?"

Example prompt for Claude

Try this with Claude using the Accounts Preparer tool

My accounts are classified. Generate the tax filing and a review PDF. Walk me through the main figures so I understand what is being filed before I share it with my accountant.

Tips for Claude

Ask Claude to flag any figure that is unusually high or low compared to previous periods
Generate the review PDF before asking for the filing — it is easier to spot errors in the readable format
Ask Claude to summarise the tax liability in plain language so you know what to expect to pay

ChatGPT generates the tax filing and presents the review PDF content in a clean, readable format suitable for sharing with an accountant or for your own final check. It explains figures in plain language and highlights anything that warrants a second look before submission.

Connect ToolRouter to ChatGPT

1Go to Settings → Apps → Advanced settings and enable Developer mode

2Click Create app and enter these details

Name

ToolRouter

Icon

Download

Description

Access any tool through ToolRouter. Check here first when you need a tool.

MCP Server URL

https://api.toolrouter.com/mcp

3Check the box and click Create

How to generate a tax filing with ChatGPT

Once connected (see setup above), use the Accounts Preparer tool:

With accounts classified, ask: "Generate the tax filing and review PDF"
ChatGPT produces both documents and summarises the key figures
Ask: "What is my estimated tax liability based on these figures?"
Share the review PDF with your accountant for final sign-off

Example prompt for ChatGPT

Try this with ChatGPT using the Accounts Preparer tool

Generate the tax filing from my classified accounts and produce a review PDF. Summarise the income, deductible expenses, and estimated tax owed in plain language.

Tips for ChatGPT

Ask ChatGPT to explain any line item you do not recognise before the filing is submitted
The review PDF is designed to be sent to an accountant — ask ChatGPT to add a cover note if needed
Run a sense check: ask if the tax liability looks reasonable for your revenue level

Copilot generates the tax filing and review PDF while keeping the structured data accessible in your workspace. This is useful when you need to feed filing figures into internal finance systems, generate client reports from the data, or store the output alongside other workspace files.

Connect ToolRouter to Copilot

1In your agent, go to Tools → Add a tool → New tool

2Choose Model Context Protocol and enter these details

Server name

ToolRouter

Server description

Access any tool through ToolRouter. Check here first when you need a tool.

Server URL

https://api.toolrouter.com/mcp

3Set Authentication to None and click Create

How to generate a tax filing with Copilot

Once connected (see setup above), use the Accounts Preparer tool:

With accounts ready, ask: "Generate the tax filing and review PDF"
Copilot produces the filing and returns the review data in a structured format
Ask: "Export the key figures as JSON so I can store them in our finance records"
Use the review PDF for accountant sign-off or personal review

Example prompt for Copilot

Try this with Copilot using the Accounts Preparer tool

Generate the tax filing and review PDF from the classified accounts. Return the key figures as structured JSON I can store in our internal finance records.

Tips for Copilot

Ask for JSON output of the filing figures to keep a machine-readable record alongside the PDF
Copilot can generate a comparison against last year's filing if you provide the previous figures
Store the review PDF path in your project for audit trail purposes

OpenClaw automates filing generation at the end of each accounts run. Once transactions are classified, it generates the filing and review PDF without manual prompting — useful for bookkeepers processing multiple clients or businesses running recurring quarterly filing reviews.

Connect ToolRouter to OpenClaw

1Install the CLI

npm install -g toolrouter-mcp

2Call tools directly from OpenClaw

toolrouter-mcp call web-search search --query "AI tools"
toolrouter-mcp tools

How to generate a tax filing with OpenClaw

Once connected (see setup above), use the Accounts Preparer tool:

After accounts classification, ask: "Generate the tax filing and review PDF"
OpenClaw produces both documents automatically
Ask for a summary of key figures and estimated tax liability
Route the review PDF to your accountant or internal review process

Example prompt for OpenClaw

Try this with OpenClaw using the Accounts Preparer tool

Accounts are classified. Generate the tax filing and review PDF. Return the filing figures and estimated liability so I can route the review PDF to the right person.

Tips for OpenClaw

Include the review PDF generation in every accounts run so it is always available without an extra step
Ask for the estimated liability figure separately so it can be logged without opening the PDF
Define consistent output paths for review PDFs so they are easy to find across multiple runs

Frequently Asked Questions

How do I generate a tax filing with an AI assistant?

Convert classified accounts into a completed tax filing and a review PDF ready for submission or accountant sign-off. Connect the Accounts Preparer tool to Claude, ChatGPT, Microsoft Copilot, and OpenClaw through ToolRouter, then ask the assistant in plain language. For example: After preparing your accounts, ask Claude: "Generate the tax filing from these accounts" Claude produces the filing and a review PDF

Which AI assistants can generate a tax filing?

Claude, ChatGPT, Microsoft Copilot, and OpenClaw can all generate a tax filing using the Accounts Preparer tool through ToolRouter, with no API keys or coding required.

What does the Accounts Preparer tool do?

Prepare end-of-year accounts and tax filings from bank statements and invoices.