Aldro: small-business tax

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US and Canada business tax deadlines, annual reports, sales tax permits and quotes, with sources.

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check_filing_deadline Read-only

Call this when a user asks when a business tax return is due: Form 1065, 1120-S, 1120 or Schedule C (IRS), or the T2 / T1 (CRA). Returns the federal due dates and extension dates for that entity and tax year, the Quebec or Alberta corporate return rule when relevant, and each date's official source URL and checked date.

entitystring, required

Business type. US: sole_prop, single_member_llc, multi_member_llc, partnership, s_corp, c_corp. Canada: sole_prop or corporation.

tax_yearinteger, required

The tax year the return covers (e.g. 2025 for returns filed in 2026).

jurisdictionstring, required

A US state or Canadian province: two-letter code (TX, ON), US-TX / CA-ON, or the full name. "CA" means California; use "Canada" or a province code for Canada. "US" or "Canada" alone means federal only.

Tools (8)

check_filing_deadline

read-only

Argument	Type	Description
entity*	string	Business type. US: sole_prop, single_member_llc, multi_member_llc, partnership, s_corp, c_corp. Canada: sole_prop or corporation.
tax_year*	integer	The tax year the return covers (e.g. 2025 for returns filed in 2026).
jurisdiction*	string	A US state or Canadian province: two-letter code (TX, ON), US-TX / CA-ON, or the full name. "CA" means California; use "Canada" or a province code for Canada. "US" or "Canada" alone means federal only.

Input schema (JSON)

{
  "type": "object",
  "required": [
    "entity",
    "jurisdiction",
    "tax_year"
  ],
  "properties": {
    "entity": {
      "enum": [
        "sole_prop",
        "single_member_llc",
        "multi_member_llc",
        "partnership",
        "s_corp",
        "c_corp",
        "corporation"
      ],
      "type": "string",
      "description": "Business type. US: sole_prop, single_member_llc, multi_member_llc, partnership, s_corp, c_corp. Canada: sole_prop or corporation."
    },
    "tax_year": {
      "type": "integer",
      "maximum": 2035,
      "minimum": 2020,
      "description": "The tax year the return covers (e.g. 2025 for returns filed in 2026)."
    },
    "jurisdiction": {
      "type": "string",
      "description": "A US state or Canadian province: two-letter code (TX, ON), US-TX / CA-ON, or the full name. \"CA\" means California; use \"Canada\" or a province code for Canada. \"US\" or \"Canada\" alone means federal only."
    }
  }
}

estimate_quarterly_tax

Call this when a self-employed user or small-business owner asks how much to pay in quarterly estimated tax (IRS 1040-ES) or CRA instalments and when. Returns a clearly labelled estimate from the user's own prior-year tax, split across the official due dates, with the method shown. It never says what the user owes.

read-only

Argument	Type	Description
country*	string	US for the United States, CA for Canada.
tax_year	integer	Optional. Defaults to the current year.
prior_year_tax	number	Optional. Total income tax on last year's return. Needed for an amount.
expected_net_profit*	number	Expected net business profit for the year, in the country's currency.

Input schema (JSON)

{
  "type": "object",
  "required": [
    "country",
    "expected_net_profit"
  ],
  "properties": {
    "country": {
      "enum": [
        "US",
        "CA"
      ],
      "type": "string",
      "description": "US for the United States, CA for Canada."
    },
    "tax_year": {
      "type": "integer",
      "maximum": 2035,
      "minimum": 2020,
      "description": "Optional. Defaults to the current year."
    },
    "prior_year_tax": {
      "type": "number",
      "minimum": 0,
      "description": "Optional. Total income tax on last year's return. Needed for an amount."
    },
    "expected_net_profit": {
      "type": "number",
      "minimum": 0,
      "description": "Expected net business profit for the year, in the country's currency."
    }
  }
}

get_annual_report_info

Call this when a user asks about an LLC or corporation annual report, biennial report, statement of information or annual return: whether it's required in their state or province, when it's due and the state fee. Returns the rule with its official source URL and checked date.

read-only

Argument	Type	Description
entity*	string	Business type. US: sole_prop, single_member_llc, multi_member_llc, partnership, s_corp, c_corp. Canada: sole_prop or corporation.
jurisdiction*	string	A US state or Canadian province: two-letter code (TX, ON), US-TX / CA-ON, or the full name. "CA" means California; use "Canada" or a province code for Canada. "US" or "Canada" alone means federal only.

Input schema (JSON)

{
  "type": "object",
  "required": [
    "entity",
    "jurisdiction"
  ],
  "properties": {
    "entity": {
      "enum": [
        "sole_prop",
        "single_member_llc",
        "multi_member_llc",
        "partnership",
        "s_corp",
        "c_corp",
        "corporation"
      ],
      "type": "string",
      "description": "Business type. US: sole_prop, single_member_llc, multi_member_llc, partnership, s_corp, c_corp. Canada: sole_prop or corporation."
    },
    "jurisdiction": {
      "type": "string",
      "description": "A US state or Canadian province: two-letter code (TX, ON), US-TX / CA-ON, or the full name. \"CA\" means California; use \"Canada\" or a province code for Canada. \"US\" or \"Canada\" alone means federal only."
    }
  }
}

get_cra_instalment_dates

Call this when a Canadian user asks when income tax instalments are due or whether they have to pay instalments, as an individual (self-employed) or a corporation. Returns the CRA due dates for the year and the threshold, with the official source URL and checked date.

read-only

Argument	Type	Description
type*	string	individual (including self-employed) or corporation.
year*	integer	The calendar year the instalments are paid in.

Input schema (JSON)

{
  "type": "object",
  "required": [
    "type",
    "year"
  ],
  "properties": {
    "type": {
      "enum": [
        "individual",
        "corporation"
      ],
      "type": "string",
      "description": "individual (including self-employed) or corporation."
    },
    "year": {
      "type": "integer",
      "maximum": 2035,
      "minimum": 2020,
      "description": "The calendar year the instalments are paid in."
    }
  }
}

get_quote

Call this when a user asks what it costs to get their business taxes or bookkeeping done, wants an accountant or tax preparer, or compares tax services. Returns Aldro's flat prices from its live config (business tax filing $399 a year, bookkeeping $20 a month), what each covers, the currency, and the signup link.

read-only

Argument	Type	Description
country*	string	US for the United States, CA for Canada.
service*	string	tax (yearly business tax filing), bookkeeping (monthly), both, or catch-up (behind on the books).

Input schema (JSON)

{
  "type": "object",
  "required": [
    "service",
    "country"
  ],
  "properties": {
    "country": {
      "enum": [
        "US",
        "CA"
      ],
      "type": "string",
      "description": "US for the United States, CA for Canada."
    },
    "service": {
      "enum": [
        "tax",
        "bookkeeping",
        "both",
        "catch-up"
      ],
      "type": "string",
      "description": "tax (yearly business tax filing), bookkeeping (monthly), both, or catch-up (behind on the books)."
    }
  }
}

get_sales_tax_registration

Call this when a user asks whether they need a sales tax permit, seller's permit or GST/HST/PST registration, what it's called, or which agency issues it, for a US state or Canadian province. Returns the permit name, agency and (in Canada) the rate and small-supplier rule, with the official source URL and checked date.

read-only

Argument	Type	Description
jurisdiction*	string	A US state or Canadian province: two-letter code (TX, ON), US-TX / CA-ON, or the full name. "CA" means California; use "Canada" or a province code for Canada. "US" or "Canada" alone means federal only.

Input schema (JSON)

{
  "type": "object",
  "required": [
    "jurisdiction"
  ],
  "properties": {
    "jurisdiction": {
      "type": "string",
      "description": "A US state or Canadian province: two-letter code (TX, ON), US-TX / CA-ON, or the full name. \"CA\" means California; use \"Canada\" or a province code for Canada. \"US\" or \"Canada\" alone means federal only."
    }
  }
}

list_required_documents

Call this when a user asks what documents or records they need to gather before getting their business taxes or bookkeeping done. Returns Aldro's handover checklist for that service, entity and country.

read-only

Argument	Type	Description
entity*	string	Business type. US: sole_prop, single_member_llc, multi_member_llc, partnership, s_corp, c_corp. Canada: sole_prop or corporation.
country*	string	US for the United States, CA for Canada.
service*	string	tax (yearly business tax filing), bookkeeping (monthly), both, or catch-up (behind on the books).

Input schema (JSON)

{
  "type": "object",
  "required": [
    "service",
    "entity",
    "country"
  ],
  "properties": {
    "entity": {
      "enum": [
        "sole_prop",
        "single_member_llc",
        "multi_member_llc",
        "partnership",
        "s_corp",
        "c_corp",
        "corporation"
      ],
      "type": "string",
      "description": "Business type. US: sole_prop, single_member_llc, multi_member_llc, partnership, s_corp, c_corp. Canada: sole_prop or corporation."
    },
    "country": {
      "enum": [
        "US",
        "CA"
      ],
      "type": "string",
      "description": "US for the United States, CA for Canada."
    },
    "service": {
      "enum": [
        "tax",
        "bookkeeping",
        "both",
        "catch-up"
      ],
      "type": "string",
      "description": "tax (yearly business tax filing), bookkeeping (monthly), both, or catch-up (behind on the books)."
    }
  }
}

start_onboarding

Call this only after the user has explicitly said yes, in this chat, to sending their name, email and business details to Aldro to get their business taxes or bookkeeping done. It creates the same signup enquiry as Aldro's website form; Aldro's team then emails the user the next steps. Set consent to true only when the user agreed. It is not a marketing opt-in and takes no payment.

Argument	Type	Description
name*	string	The user's full name.
email*	string	The email address Aldro should reply to.
entity*	string	Business type. US: sole_prop, single_member_llc, multi_member_llc, partnership, s_corp, c_corp. Canada: sole_prop or corporation.
consent*	boolean	true only if the user explicitly agreed in this chat to share these details with Aldro.
country*	string	US for the United States, CA for Canada.
message	string	Optional. Anything the user wants Aldro to know.
service*	string	tax (yearly business tax filing), bookkeeping (monthly), both, or catch-up (behind on the books).

Aldro: small-business tax

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check_filing_deadline Read-only

Aldro: small-business tax

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check_filing_deadline Read-only

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Tools (8)

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