FinanceBeginner✓ Release process: run on a live n8n instance

DeadlineDesk: Tax Practice Due-Date Tracker

DeadlineDesk: Tax Practice Due-Date Tracker ships as a ready-to-import n8n automation package: load the bundled workflow JSON, connect the credentials listed on this page, and activate it on self-hosted n8n or n8n Cloud.

Never miss a return, extension, estimate, or sales-tax deadline again — one Google Sheet becomes a daily prioritised digest, escalating client reminders, and a synced deadline calendar.

Track every deadline type per client — return, extension, quarterly estimates, and monthly or quarterly sales tax — from one spreadsheet
Compute each due date automatically from the client's entity type, rolling weekend dates to the next business day
Open your inbox to a daily digest split into overdue, due today, due this week, and coming up
Let AI name the handful of filings to start with today, ranked by penalty exposure
Chase clients for you with escalating reminders at 14, 7, and 1 day out, plus one when a filing goes overdue
See every upcoming deadline on your Google Calendar, created once and never duplicated
Retire a filing by pasting its code into the Completed column — no separate app to keep in sync

Google SheetsOpenAISMTPGoogle Calendar

n8n / workflow / tax-deadline-trackerActual workflow — not a mockup

17 nodes · 16 connections · 1 trigger · 2 in-canvas notesExported from the workflow file you receive — scroll sideways to follow the full path.

One-time

$17

~10 min

setup time

Setup Service — optional live install and test. Choose your tier at checkout (not tied to this template's price).

Instant download after payment

Refund as per the Refund Policy for downloadable templates.

Email Support · 24h SLA

Lifetime updates

APIs required

Google SheetsOpenAISMTPGoogle Calendar

Already purchased?

Download DeadlineDesk: Tax Practice Due-Date Tracker

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How it works

Workflow summary

One workflow handles everything end-to-end.

1Runs every morning on a schedule in your timezone
2Reads your client list from the Google Sheet you already keep
3Works out every due date each client owes — return, extension, quarterly estimates, and monthly or quarterly sales tax — and rolls weekend dates to the next Monday
4Sorts what is left into overdue, due today, due this week, and coming up, skipping anything you have marked completed
5AI picks the handful of filings to start with today and explains why
6Emails you one digest with every deadline, its due date, and the code to mark it done
7Emails each client an escalating reminder at 14, 7, and 1 day out, plus once when a filing goes overdue
8Books each upcoming deadline on your Google Calendar, without ever duplicating an event or a reminder

Deliverables

What's included with your purchase

Every checkout includes the same practical package so you are never hunting for missing files mid-setup.

01Workflow JSON exports ready to import into your n8n workspace (self-hosted or n8n Cloud).
02Step-by-step guide that walks credential creation, node-by-node checks, and activation.
03Credential checklist for Google Sheets, OpenAI, SMTP, Google Calendar. Email support@n8ntemplatestore.com if you get stuck — replies within 24 hours (SLA).
04Perpetual (lifetime) use license Your one-time purchase includes an ongoing right to use this template package on n8n instances you control for your own automation — not for resale or public redistribution of the files as a product. Terms & conditions.
05We keep the copyright Workflow JSON, guides, screenshots, and bundled assets stay our copyrighted works (or our licensors'). Payment grants the limited license in our Terms only — it does not transfer ownership.

Need a second opinion before buying? Compare the full catalog, browse more Finance templates, see how n8n compares to Zapier and Make, or read the support policies.

Setup

Three steps to a running n8n automation

Import the workflow into n8n

Paste your API keys into the credentials panel

Press ‘activate’ — you’ll get your first report tomorrow morning

Support

Need help setting up this n8n template?

Beginner-friendly guidance is included. Our support team will help you if you get stuck — email support@n8ntemplatestore.com or visit support.

Email support

Replies within 24 hours (SLA)

Contact

Setup Service4 tiers — your choice

Optional live session — we install, configure, and test on a screen share. Add Setup Serviceat checkout and pick any tier; pricing is not tied to this template's list price.

Book setup

FAQ

About this template

How long does it take to set up DeadlineDesk: Tax Practice Due-Date Tracker?

Most people finish in minutes following the guide. If you’ve never used n8n before, budget an hour — the first workflow is always the slowest.

What if I get stuck?

Email support@n8ntemplatestore.com. Free basic support is included with every purchase, and you’ll get a reply from our team within 24 hours. If setup needs more than email, we can schedule a call.

Do I need to pay for Google Sheets?

API costs are separate and go directly to the provider — typically a few dollars a month at most for a solo business. Full breakdown is in the setup guide.

Can I customize the workflow?

Yes, completely. You own the .json — edit nodes, swap in your own prompts, re-wire the logic. Our support team can help you plan customizations over email.

What if it doesn’t work for me?

Refunds are issued only as described in our Refund Policy (https://n8ntemplatestore.com/refund-policy). Or add Setup Service at checkout for a live install and test session — pick any tier you prefer.