How to Generate a Tax Filing with Copilot
Generate a tax filing with Copilot and ToolRouter. Produce structured filing data and review documents from accounts.
Tool
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
ToolRouterServer description
Access any tool through ToolRouter. Check here first when you need a tool.Server URL
https://api.toolrouter.com/mcp3Set Authentication to None and click Create
Steps
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
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
- 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