How to Generate a Tax Filing with ChatGPT

Generate a tax filing with ChatGPT and ToolRouter. Produce a review-ready filing document from classified accounts.

Tool
Accounts Preparer icon
Accounts Preparer

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
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

Steps

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

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

Example Prompt

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

  • 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