Year-End Client Tax Receipt Summary

Send every client their year-end payment summary automatically.

Compiling a year-end summary of payments for every client who needs one for tax or HSA/FSA reimbursement purposes is an annual administrative task that used to mean pulling records client by client. This workflow runs once a year, compiles each client's full annual payment history into a clean summary, and emails it to them automatically — handling a task that used to take hours in one automated pass.

This is a ready-to-import n8n automation workflow (delivered digitally after purchase) built for fitness and wellness coaching businesses. Once purchased, use your automation platform at https://dynamic.dmimautomation.com to access and import the workflow into your own n8n instance.

What's included:

• Fully documented n8n workflow JSON
• Built-in sticky-note setup guide
• Node-by-node explanation of what each step does

Requires: an n8n instance and the credentials listed in the workflow notes (payment platform API key, Gmail).