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Simple report generation without Google Cloud - uses Gmail App Password or local file export (PDF, Excel, Word-compatible formats)
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| name | simple-report-export |
| description | Simple report generation without Google Cloud - uses Gmail App Password or local file export (PDF, Excel, Word-compatible formats) |
| version | 1.0.0 |
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
Generates Word, Excel, and PDF files in the reports/ folder.
Send via Gmail (with App Password)
Sends email directly via Gmail SMTP.
Preview Only
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
- 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