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Google Workspace integration for generating professional tax reports in Google Docs, financial spreadsheets in Google Sheets, and sending via Gmail to accountants with legislation references and action items.
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| name | google-workspace-integration |
| description | Google Workspace integration for generating professional tax reports in Google Docs, financial spreadsheets in Google Sheets, and sending via Gmail to accountants with legislation references and action items. |
| version | 1.0.0 |
This skill enables generation of professional tax optimization reports and direct communication with accountants using Google Workspace products.
| Product | Use Case |
|---|---|
| Google Docs | Professional tax audit reports with legislation references |
| Google Sheets | Financial calculations, deduction summaries, loss tracking |
| Gmail | Direct email to accountant with report attachments |
| Google Drive | Store and organize all tax documents |
- Gmail API
- Google Docs API
- Google Sheets API
- Google Drive API
const GOOGLE_SCOPES = [
'https://www.googleapis.com/auth/gmail.send',
'https://www.googleapis.com/auth/gmail.compose',
'https://www.googleapis.com/auth/documents',
'https://www.googleapis.com/auth/spreadsheets',
];
GOOGLE_CLIENT_ID=your_client_id
GOOGLE_CLIENT_SECRET=your_client_secret
GOOGLE_REDIRECT_URI=http://localhost:3000/api/auth/google/callback
# Tax Optimization Report for [Business Name]
## Prepared by ATO Tax Optimization Suite
## Date: [Current Date]
---
## Executive Summary
[Auto-generated summary of findings and total potential recovery]
---
## Section 1: R&D Tax Incentive (Division 355 ITAA 1997)
### Findings
- [List of identified R&D activities]
### Potential Benefit
- Eligible expenditure: $X
- Refundable offset (43.5%): $Y
### Legislation Reference
> Division 355 of the Income Tax Assessment Act 1997
> ATO Guidance: Guide to the R&D Tax Incentive
### Action Required
☐ Review identified activities with tax advisor
☐ Prepare registration with AusIndustry
☐ Document contemporaneous records
---
## Section 2: Bad Debt Recovery (Section 25-35 ITAA 1997)
### Findings
- [List of identified bad debts]
### Potential Benefit
- Total bad debts: $X
- Income tax deduction value: $Y
- GST recovery (Division 21): $Z
### Legislation Reference
> Section 25-35 ITAA 1997 - Bad debts
> Division 21 GST Act 1999 - Bad debt adjustments
> GSTR 2000/2 - GST and bad debts
### Action Required
☐ Document write-off decisions before June 30
☐ Process credit notes in Xero
☐ Include GST adjustment in next BAS
---
## Section 3: Loss Carry-Forward Analysis
### Findings
- Accumulated losses: $X
- Similar Business Test status: [PASS/UNCERTAIN/FAIL]
### Potential Benefit
- Loss utilization value: $X × tax rate = $Y
### Legislation Reference
> Division 36 ITAA 1997 - Tax losses
> Division 165/166 ITAA 1997 - Company loss tests
> LCR 2019/1 - Similar Business Test
### Action Required
☐ Consider private ruling if losses significant
☐ Document business evolution for SiBT
☐ Coordinate with tax return lodgment
---
## Section 4: ATO Payment Negotiation
### Current Position
- Outstanding debt: $X
- Less: Recoverable amounts: $Y
- Net position: $Z
### Recommended Approach
[Auto-generated based on net position]
### Legislation Reference
> Taxation Administration Act 1953
> ATO Payment Plan Guidelines
### Action Required
☐ Lodge all outstanding returns
☐ Compile financial hardship documentation
☐ Contact ATO or engage tax advisor
---
## Appendix A: Complete Findings List
[Detailed itemized list]
## Appendix B: Xero Transaction References
[List of relevant Xero transactions]
## Appendix C: Legislation Quick Reference
[All legislation citations in one place]
---
**IMPORTANT DISCLAIMER**
This report is generated by an AI-assisted analysis tool and is provided for
informational purposes only. All recommendations should be reviewed by a
Registered Tax Agent or qualified accountant before implementation.
---
Generated by ATO Tax Optimization Suite
[Timestamp]
| Category | Potential Benefit | Confidence | Priority |
|---|---|---|---|
| R&D Tax Incentive | $X | HIGH | 1 |
| Bad Debt Recovery | $X | HIGH | 2 |
| Loss Carry-Forward | $X | MEDIUM | 3 |
| SBITO | $1,000 | HIGH | 4 |
| Other Deductions | $X | MEDIUM | 5 |
| TOTAL | $X |
| Activity | Description | Eligible Spend | Offset (43.5%) |
|---|---|---|---|
| [Activity 1] | [Description] | $X | $Y |
| Customer | Invoice | Amount | GST | Status | Write-off Date |
|---|---|---|---|---|---|
| [Customer] | [INV-XXX] | $X | $Y | BAD | YYYY-MM-DD |
| Financial Year | Loss Amount | SiBT Eligible | Notes |
|---|---|---|---|
| FY2022-23 | $X | Yes | |
| FY2023-24 | $X | Yes |
| Category | Amount |
|---|---|
| Outstanding Income Tax | $X |
| Outstanding GST | $X |
| Outstanding PAYG | $X |
| Penalties | $X |
| Interest | $X |
| Total Owing | $X |
| Less: Recoverable | ($X) |
| Net Position | $X |
Subject: Tax Optimization Analysis - [Business Name] - Action Required
Dear [Accountant Name],
I have conducted a comprehensive tax optimization analysis using the ATO Tax
Optimization Suite and identified several opportunities that require your
professional review.
SUMMARY OF FINDINGS:
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
TOTAL POTENTIAL RECOVERY: $[AMOUNT]
Key Opportunities Identified:
1. R&D Tax Incentive (Division 355 ITAA 1997)
Potential benefit: $[X]
⚠️ Registration deadline: [DATE]
2. Bad Debt Deductions (Section 25-35 ITAA 1997)
Potential benefit: $[X]
⚠️ Write-off deadline: June 30
3. Loss Carry-Forward (Division 36 ITAA 1997)
Potential benefit: $[X]
⚠️ Similar Business Test requires review
4. ATO Payment Negotiation
Current debt: $[X]
Net after offsets: $[Y]
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
ATTACHMENTS:
- Tax_Optimization_Report.pdf (Full report with legislation references)
- Financial_Summary.xlsx (Detailed calculations)
ACTION REQUIRED:
Please review the attached documents and advise on:
1. Eligibility for the identified benefits
2. Any additional information required
3. Next steps for implementation
4. ATO engagement strategy (if applicable)
I would appreciate the opportunity to discuss these findings at your earliest
convenience.
Best regards,
[Name]
[Business Name]
[Contact Details]
---
This analysis was prepared using the ATO Tax Optimization Suite.
All recommendations require professional review before implementation.
import { google } from 'googleapis';
async function generateTaxReport(auth: any, reportData: TaxReportData) {
const docs = google.docs({ version: 'v1', auth });
// Create new document
const createResponse = await docs.documents.create({
requestBody: {
title: `Tax Optimization Report - ${reportData.businessName} - ${reportData.date}`
}
});
const documentId = createResponse.data.documentId;
// Insert content using batchUpdate
await docs.documents.batchUpdate({
documentId,
requestBody: {
requests: generateReportRequests(reportData)
}
});
return documentId;
}
async function generateFinancialSpreadsheet(auth: any, data: FinancialData) {
const sheets = google.sheets({ version: 'v4', auth });
// Create new spreadsheet
const createResponse = await sheets.spreadsheets.create({
requestBody: {
properties: {
title: `Tax Analysis - ${data.businessName} - ${data.date}`
},
sheets: [
{ properties: { title: 'Executive Summary' } },
{ properties: { title: 'R&D Activities' } },
{ properties: { title: 'Bad Debts' } },
{ properties: { title: 'Loss History' } },
{ properties: { title: 'ATO Position' } }
]
}
});
const spreadsheetId = createResponse.data.spreadsheetId;
// Populate data
await sheets.spreadsheets.values.batchUpdate({
spreadsheetId,
requestBody: {
valueInputOption: 'USER_ENTERED',
data: generateSheetData(data)
}
});
return spreadsheetId;
}
async function sendToAccountant(auth: any, emailData: EmailData) {
const gmail = google.gmail({ version: 'v1', auth });
const message = createMimeMessage({
to: emailData.accountantEmail,
subject: `Tax Optimization Analysis - ${emailData.businessName}`,
body: generateEmailBody(emailData),
attachments: emailData.attachments
});
await gmail.users.messages.send({
userId: 'me',
requestBody: {
raw: Buffer.from(message).toString('base64url')
}
});
}
The Google Workspace skill integrates with all agents:
<report_generation>
<sources>
<agent>rnd_tax_specialist</agent>
<agent>bad_debt_recovery_agent</agent>
<agent>business_transition_agent</agent>
<agent>loss_recovery_agent</agent>
</sources>
<outputs>
<google_doc>Full report with legislation</google_doc>
<google_sheet>Financial calculations</google_sheet>
<gmail>Direct to accountant</gmail>
</outputs>
</report_generation>
/send-to-accountant
This command will:
<accountant_config>
<name>Your Accountant Name</name>
<email>accountant@example.com</email>
<firm>Accounting Firm Name</firm>
<cc_emails>
<email>your@email.com</email>
</cc_emails>
</accountant_config>
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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