pdf-report-generation

name	pdf-report-generation
description	Generates professional PDF tax analysis reports with compliance disclaimers, legislative references, and accountant-ready formatting

PDF Report Generation Skill

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.

When to Use

• Generating accountant-ready reports from forensic analysis results
• Producing client-facing tax opportunity summaries
• Creating compliance documentation for ATO engagement
• Exporting R&D Tax Incentive evidence packs
• Building Division 7A compliance reports with loan schedules
• Preparing amendment request supporting documentation

Report Types

1. Executive Summary Report

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

2. Detailed Analysis Report

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

3. Compliance Calendar Report

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

Mandatory Report Elements

TASA 2009 Disclaimer (Required on Every Page)

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).

• Minimum font size: 12px (compliance requirement from audit)
• Minimum opacity: 60% (must be legible)
• Placement: Footer of every page + dedicated final page

ESTIMATE Labelling

All dollar amounts in reports must be labelled:

• "(Est.)" suffix on individual amounts
• "ESTIMATE ONLY" header on summary totals
• Confidence level indicator: High / Medium / Low

Data Provenance Block

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

PDF Generation Methods

Option 1: Server-Side (Recommended for Production)

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

Option 2: HTML Template + CSS Print Styles

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; }
}

Report Styling

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

Output Format

<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>

Best Practices

• Always include the TASA 2009 disclaimer — legal compliance requirement
• Label all dollar amounts as estimates — platform is not a tax agent
• Include data provenance — users and accountants need to verify data source
• Use A4 page size — Australian standard, accountants expect it
• Right-align all numeric columns — accounting convention
• Include legislation references — adds credibility and verifiability
• Watermark draft reports — "DRAFT — FOR REVIEW ONLY" until accountant approves
• Never include raw Xero data — only classified and aggregated results
• Secure PDF generation — don't expose file paths to client; use signed URLs