Tax Deadline Tracker for n8n | Accounting Firms
One missed filing deadline can cost a client a penalty — and cost you the client. Industry surveys show accounting firms are investing heavily in technology (92% in the past year), yet the calendar that matters most is often a spreadsheet nobody looks at until it's too late. Tax Deadline Tracker keeps every client's filing deadlines in one place, reminds both you and the client on a staged schedule, and automatically rolls recurring deadlines forward after you file.It's two n8n workflows on one Google Sheet — and it does not guess your deadlines for you (more on that below).What's inside 2 ready-to-import n8n workflows: Deadline Reminder Engine — daily, it reads your deadlines and sends staged reminders at 30 / 14 / 7 / 3 days out. Client reminders and internal reminders are separate tracks you can tune independently, and each window sends once even if a run is skipped over a weekend. Clients still missing documents can be pointed at your upload process. Recurrence Roller & 8-Week Outlook — weekly, it regenerates the next occurrence of any filed recurring deadline (annual / quarterly / monthly, with correct month-end clamping and leap years), and emails your team a single "next 8 weeks" outlook. It stamps each rolled deadline so it never rolls twice. A Google Sheets template spec — Clients and Tax Deadlines tabs with headers and samples. The Clients tab matches the other Flowcask accounting products, so they share one sheet. A US federal deadline reference table in the guide (1120 / 1120-S / 1065 / 1040 / 941 / 940 / 1099 and more) as general information to verify yourself — plus free-text jurisdiction for state and local. A step-by-step setup guide, timezone-accurate date handling, and staged email templates. An optional AI personalization mode — off by default; with your own OpenAI key it rewords client reminders only. Internal alerts always stay factual and AI-free. Your licence file. Important — this is a reminder tool, not tax advice. It ships with no hardcoded deadlines: you enter each client's filings, because they vary by entity, jurisdiction, and firm. The reference table is general information you must confirm. Nothing here is tax or legal advice, and you remain responsible for verifying every date.How it works Import the two workflow files into your own n8n. Copy the sheet template and enter each client's real filings in the Tax Deadlines tab. Connect Google once (Sheets, Gmail) — one credential, reused. Fill one Configuration box: firm name, Sheet ID, timezone, which reminder windows go to clients vs. your team, signature. Test with your own email, then flip Active. Reminders go out on their windows; recurring deadlines roll forward after you mark them filed. Requirements An n8n instance — n8n Cloud or self-hosted. Verified to import on n8n 2.28. A Google account — spreadsheet + Gmail. No extra subscriptions, no hidden costs. About 30–45 minutes to set up, plus the time to enter your real deadlines. Optional: an OpenAI API key (only for AI-reworded client reminders); Slack (only if you want the outlook posted to Slack). FAQDo I need to know how to code? No. You fill in a settings box and keep your deadlines in a spreadsheet. No scripting.Does it already know the US tax deadlines? No — and that's deliberate. Deadlines differ by entity, state, and firm, so you enter them. The guide includes a US federal reference table as general information to verify; it is not tax or legal advice.Is AI required? No. All reminders work from built-in templates. AI is an optional reword of client emails only, using your own OpenAI key; internal alerts are never AI-generated.How does the recurring roll-forward work? When you mark a recurring deadline filed, the weekly roller creates the next occurrence (annual / quarterly / monthly), clamps month-ends correctly (including leap years), and stamps the original so it never rolls twice.n8n Cloud or self-hosted? Either. One-click Google on Cloud; a one-time OAuth setup is documented for self-hosting.Refunds? Refunds follow Gumroad's standard buyer policy.Licence: for use inside your own firm, including client work. Customize freely. No resale, redistribution, sublicensing, or republishing of the files or templates. One purchase = your firm. This product is a scheduling and reminder tool and is not tax or legal advice; you are responsible for verifying all deadlines.Flowcask is an independent creator. This product is not affiliated with, endorsed by, or sponsored by n8n, Google, OpenAI, or Slack. Those names are used only to indicate compatibility.
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