{"product_id":"year-end-client-tax-receipt-summary","title":"Year-End Client Tax Receipt Summary","description":"\u003cp\u003eSend every client their year-end payment summary automatically.\u003c\/p\u003e\u003cp\u003eCompiling 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.\u003c\/p\u003e\u003cp\u003eThis 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 \u003cstrong\u003ehttps:\/\/dynamic.dmimautomation.com\u003c\/strong\u003e to access and import the workflow into your own n8n instance.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eWhat's included:\u003c\/strong\u003e\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eFully documented n8n workflow JSON\u003c\/li\u003e\n\u003cli\u003eBuilt-in sticky-note setup guide\u003c\/li\u003e\n\u003cli\u003eNode-by-node explanation of what each step does\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e\u003cstrong\u003eRequires:\u003c\/strong\u003e an n8n instance and the credentials listed in the workflow notes (payment platform API key, Gmail).\u003c\/p\u003e","brand":"dynamic.dmimautomation.com","offers":[{"title":"Default Title","offer_id":52463720267992,"sku":"016-000-00059","price":9.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0831\/7426\/0952\/files\/0001-671552297583626941.png?v=1789463542","url":"https:\/\/dynamic.dmimautomation.com\/products\/year-end-client-tax-receipt-summary","provider":"dynamic.dmimautomation.com","version":"1.0","type":"link"}