Simple Report Export Skill

Generate professional tax optimization reports without requiring Google Cloud Console setup.

Two Methods Available

Method 1: Gmail App Password (Simple SMTP)

Uses your existing Gmail account with an App Password - no Cloud Console needed.

Method 2: Local File Export

Generates files locally that you can email manually from any client.

Method 1: Gmail App Password Setup

Prerequisites

• A Gmail account (you probably already have one)

• Two-Factor Authentication (2FA) enabled on your Google account

Step 1: Enable 2FA (if not already)

• Go to https://myaccount.google.com/security

• Click "2-Step Verification"

• Follow the setup process

Step 2: Create App Password

• Go to https://myaccount.google.com/apppasswords

• Select "Mail" as the app

• Select "Other" as the device, name it "ATO Tax App"

• Click "Generate"

• Copy the 16-character password (e.g., abcd efgh ijkl mnop )

Step 3: Add to Environment

Gmail SMTP (Simple - no Cloud Console needed)

GMAIL_USER=your.email@gmail.com GMAIL_APP_PASSWORD=abcdefghijklmnop # No spaces ACCOUNTANT_EMAIL=accountant@firm.com.au

How It Works

Uses Node.js Nodemailer to send via Gmail SMTP:

import nodemailer from 'nodemailer';

const transporter = nodemailer.createTransport({ service: 'gmail', auth: { user: process.env.GMAIL_USER, pass: process.env.GMAIL_APP_PASSWORD } });

await transporter.sendMail({ from: process.env.GMAIL_USER, to: process.env.ACCOUNTANT_EMAIL, subject: 'Tax Optimization Analysis - Action Required', html: reportContent, attachments: [ { filename: 'Tax_Report.pdf', path: './reports/tax_report.pdf' }, { filename: 'Financial_Summary.xlsx', path: './reports/summary.xlsx' } ] });

Method 2: Local File Export

Generate files locally and email them yourself.

Generated Files

File Format Use

Tax_Optimization_Report.docx

Word Full report with legislation

Financial_Summary.xlsx

Excel Calculations spreadsheet

Tax_Report.pdf

PDF Print-ready version

Email_Draft.txt

Text Copy-paste into your email

Output Location

C:\ATO\ato-app\reports
├── Tax_Optimization_Report_2026-01-19.docx ├── Financial_Summary_2026-01-19.xlsx ├── Tax_Report_2026-01-19.pdf └── Email_Draft_2026-01-19.txt

Dependencies

npm install docx exceljs pdfkit nodemailer

Configuration

Environment Variables (.env.local)

----------------------------------------------------------------

SIMPLE EMAIL (Gmail App Password - no Cloud Console needed)

----------------------------------------------------------------

Get App Password from: https://myaccount.google.com/apppasswords

GMAIL_USER=your.email@gmail.com GMAIL_APP_PASSWORD=your_16_char_app_password

----------------------------------------------------------------

ACCOUNTANT DETAILS

----------------------------------------------------------------

ACCOUNTANT_NAME=Your Accountant Name ACCOUNTANT_EMAIL=accountant@firm.com.au ACCOUNTANT_FIRM=Accounting Firm Pty Ltd

----------------------------------------------------------------

YOUR DETAILS

----------------------------------------------------------------

BUSINESS_NAME=Your Business Name BUSINESS_ABN=XX XXX XXX XXX YOUR_NAME=Your Name YOUR_PHONE=04XX XXX XXX

Workflow Commands

Export to Local Files

/export-report

Generates Word, Excel, and PDF files in the reports/ folder.

Send via Gmail (with App Password)

/email-accountant

Sends email directly via Gmail SMTP.

Preview Only

/export-report --preview

Shows what will be generated without creating files.

Email Template (Copy-Paste Ready)

When using local export, an email draft is generated:

Subject: Tax Optimization Analysis - [Business Name] - $XX,XXX Potential Recovery

Dear [Accountant Name],

Please find attached a comprehensive tax optimization analysis identifying $XX,XXX in potential tax benefits for [Business Name].

KEY FINDINGS: ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

1. R&D Tax Incentive (Div 355) $XX,XXX
2. Bad Debt Deductions (S.25-35) $XX,XXX
3. Loss Carry-Forward (Div 36) $XX,XXX
4. SBITO (S.328-355) $1,000 ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ TOTAL POTENTIAL RECOVERY: $XX,XXX

URGENT DEADLINES: ⚠️ R&D Registration: April 30, 2026 ⚠️ Bad Debt Write-off: Before June 30

ATTACHMENTS: 📄 Tax_Optimization_Report.pdf - Full analysis with legislation 📊 Financial_Summary.xlsx - Detailed calculations

Please review and advise on next steps.

Best regards, [Your Name] [Phone]

Generated by ATO Tax Optimization Suite

Comparison

Feature Gmail App Password Local Export

Setup Complexity Simple Very Simple

Cloud Console ❌ Not needed ❌ Not needed

Auto-send ✅ Yes ❌ Manual

Attachments ✅ Auto-attached ✅ You attach

Email Client Gmail Any

Recommended: Start with Local Export

For immediate use:

• Run /export-report to generate files

• Open your email client

• Attach the files and send

When ready for automation:

• Create Gmail App Password

• Add to .env.local

• Run /email-accountant for direct send