How to Generate a Tax Filing with OpenClaw

Generate a tax filing with OpenClaw and ToolRouter. Automate filing generation and review PDF production.

Tool
Accounts Preparer icon
Accounts Preparer

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

Steps

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

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

Example Prompt

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

  • 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