القائمة
Generates professional PDF tax analysis reports with compliance disclaimers, legislative references, and accountant-ready formatting
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
استنادا إلى تصنيف SOC المهني
Route complex requests to the right specialist agent or chain of agents. This skill acts as the central brain of an agent swarm — it analyses what the user needs, determines which specialist domain(s) are required, and coordinates parallel or sequential agent execution. Use this skill when a request spans multiple domains (e.g., "research competitors and create a pitch deck"), when you need to decide which specialist should handle an ambiguous request, or when a task requires a multi-step pipeline across different skills. Triggers on: multi-step requests, cross-domain tasks, "coordinate", "plan this out", "I need help with multiple things", or any complex request that touches more than one specialist area. Also triggers when the user seems unsure which tool or approach to use.
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Compare entity financial ratios against ATO small business benchmarks to assess audit probability
| name | pdf-report-generation |
| description | Generates professional PDF tax analysis reports with compliance disclaimers, legislative references, and accountant-ready formatting |
Produces professional-grade PDF reports from tax analysis results, formatted for accountant review and client presentation. All reports include mandatory TASA 2009 disclaimers, legislative references, data provenance, and "ESTIMATE ONLY" labelling on dollar amounts.
| Section | Content | Pages |
|---|---|---|
| Cover page | Entity name, FY, generation date, disclaimer | 1 |
| Executive summary | Key findings, total opportunity value, risk areas | 1 |
| Opportunity breakdown | Top 10 opportunities with dollar values and legislation | 2-3 |
| Compliance alerts | Critical compliance issues requiring immediate attention | 1 |
| Data provenance | Data sources, analysis date, confidence levels | 1 |
| Full disclaimer | TASA 2009 + Privacy Act 1988 notices | 1 |
| Section | Content | Pages |
|---|---|---|
| All executive summary sections | As above | 5-7 |
| Deduction analysis | Categorised deductions with legislation refs | 3-5 |
| R&D assessment | Division 355 eligibility analysis per activity | 2-4 |
| Division 7A review | Loan schedules, MYR calculations, compliance status | 2-3 |
| Loss analysis | COT/SBT assessment, carry-forward schedule | 1-2 |
| FBT summary | Fringe benefit identification, Type 1/2 breakdown | 1-2 |
| Transaction appendix | Full classified transaction list | Variable |
| Section | Content | Pages |
|---|---|---|
| Upcoming deadlines | Next 12 months of compliance deadlines | 1-2 |
| Amendment windows | Open amendment periods with opportunity values | 1 |
| Overdue items | Past-due obligations with penalty estimates | 1 |
DISCLAIMER: This analysis is generated by automated software and does not
constitute tax, financial, or legal advice. It is provided for informational
purposes only. All findings and recommendations should be reviewed by a
registered tax agent or qualified tax professional before any action is taken.
This software is not registered with the Tax Practitioners Board and does
not provide tax agent services within the meaning of the Tax Agent Services
Act 2009 (TASA).
All dollar amounts in reports must be labelled:
Every report must include:
| Field | Example |
|---|---|
| Data source | Xero (READ-ONLY API) |
| Organisations analysed | DR Pty Ltd, DR Family Trust |
| Transactions analysed | 5,230 |
| Financial years | FY2022-23, FY2023-24, FY2024-25 |
| Analysis engine | Gemini 2.0 Flash + 16 specialised engines |
| Tax rates source | ATO.gov.au (verified 2026-02-13) or Fallback rates |
| Report generated | 2026-02-13T10:00:00+11:00 |
| Report ID | RPT-2026-0213-001 |
Use Puppeteer or Playwright to render HTML → PDF:
| Tool | Pros | Cons |
|---|---|---|
| Puppeteer | Full Chrome rendering, CSS support | Heavy (300MB+ Chromium) |
| @react-pdf/renderer | React components → PDF, lightweight | Limited CSS support |
| jsPDF | Client-side, no server dependency | Manual layout, no CSS |
| PDFKit | Node.js native, programmatic | Manual layout |
Generate styled HTML with @media print CSS, then convert to PDF:
@media print {
.no-print { display: none; }
.page-break { page-break-before: always; }
.disclaimer { font-size: 12px; opacity: 0.6; }
}
| Element | Style | Rationale |
|---|---|---|
| Font | Inter or Geist (body), JetBrains Mono (numbers) | Matches app design system |
| Page size | A4 (210mm × 297mm) | Australian standard |
| Margins | 20mm all sides | Professional formatting |
| Header | Entity name + FY + page number | Context on every page |
| Footer | Disclaimer text + report ID | Compliance requirement |
| Tables | Zebra striping, right-aligned numbers | Readability |
| Amounts | $XX,XXX.XX (Est.) format | Clarity + estimate labelling |
| Legislation refs | Bold, linked to ATO source | Verifiability |
<pdf_report_metadata>
<report_id>RPT-2026-0213-001</report_id>
<report_type>executive_summary</report_type>
<entity_name>DR Pty Ltd</entity_name>
<financial_year>FY2024-25</financial_year>
<generated_at>2026-02-13T10:00:00+11:00</generated_at>
<page_count>7</page_count>
<file_size_kb>245</file_size_kb>
<file_path>/tmp/reports/RPT-2026-0213-001.pdf</file_path>
<includes_disclaimer>true</includes_disclaimer>
<includes_provenance>true</includes_provenance>
<estimate_labelling>true</estimate_labelling>
</pdf_report_metadata>