Simple Report Export Skill

简易报告导出Skill

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

无需配置Google Cloud Console，即可生成专业的税务优化报告。

Two Methods Available

两种可用方式

Method 1: Gmail App Password (Simple SMTP)

方式一：Gmail应用专用密码（简易SMTP）

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

使用现有Gmail账户及应用专用密码 - 无需Cloud Console。

Method 2: Local File Export

方式二：本地文件导出

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

在本地生成文件，您可通过任意客户端手动发送邮件。

Method 1: Gmail App Password Setup

方式一：Gmail应用专用密码设置

Prerequisites

前置条件

A Gmail account (you probably already have one)
Two-Factor Authentication (2FA) enabled on your Google account

一个Gmail账户（您可能已经拥有）
Google账户已启用双重验证（2FA）

Step 1: Enable 2FA (if not already)

步骤1：启用双重验证（若未启用）

Go to https://myaccount.google.com/security
Click "2-Step Verification"
Follow the setup process

访问 https://myaccount.google.com/security
点击“两步验证”
按照引导完成设置

Step 2: Create App Password

步骤2：创建应用专用密码

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
```
)

访问 https://myaccount.google.com/apppasswords
选择“邮件”作为应用
选择“其他”作为设备，命名为“ATO Tax App”
点击“生成”
复制16位密码（例如：
```
abcd efgh ijkl mnop
```
）

Step 3: Add to Environment

步骤3：添加到环境变量

env

undefined

env

undefined

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

undefined

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

undefined

How It Works

工作原理

Uses Node.js Nodemailer to send via Gmail SMTP:

javascript

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' }
  ]
});

使用Node.js Nodemailer通过Gmail SMTP发送邮件：

javascript

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

方式二：本地文件导出

Generate files locally and email them yourself.

在本地生成文件，您可自行发送邮件。

Generated Files

生成的文件

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

文件	格式	用途
`Tax_Optimization_Report.docx`	Word	包含法规内容的完整报告
`Financial_Summary.xlsx`	Excel	计算表格
`Tax_Report.pdf`	PDF	可打印版本
`Email_Draft.txt`	文本	可直接复制粘贴的邮件草稿

Output Location

输出位置

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

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

依赖项

bash

npm install docx exceljs pdfkit nodemailer

bash

npm install docx exceljs pdfkit nodemailer

Configuration

配置

Environment Variables (.env.local)

环境变量 (.env.local)

env

undefined

env

undefined

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

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

---

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

---

Workflow Commands

工作流命令

Export to Local Files

导出到本地文件

bash

/export-report

Generates Word, Excel, and PDF files in the

reports/

folder.

bash

/export-report

在

reports/

文件夹中生成Word、Excel和PDF文件。

Send via Gmail (with App Password)

通过Gmail发送（使用应用专用密码）

bash

/email-accountant

Sends email directly via Gmail SMTP.

bash

/email-accountant

通过Gmail SMTP直接发送邮件。

Preview Only

仅预览

bash

/export-report --preview

Shows what will be generated without creating files.

bash

/export-report --preview

显示将生成的内容，但不创建文件。

Email Template (Copy-Paste Ready)

邮件模板（可直接复制粘贴）

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

使用本地导出时，会生成邮件草稿：

主题：税务优化分析 - [企业名称] - 潜在退税$XX,XXX

尊敬的[会计师姓名]：

附件为一份完整的税务优化分析报告，为[企业名称]识别出$XX,XXX的潜在税务优惠。

关键发现：
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
1. 研发税收激励（第355分部）        $XX,XXX
2. 坏账扣除（第25-35条）            $XX,XXX
3. 亏损结转（第36分部）              $XX,XXX
4. 小型企业创新税收优惠（第328-355条） $1,000
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
潜在总退税额：                     $XX,XXX

紧急截止日期：
⚠️ 研发注册：2026年4月30日
⚠️ 坏账核销：6月30日前

附件：
📄 Tax_Optimization_Report.pdf - 包含法规依据的完整分析
📊 Financial_Summary.xlsx - 详细计算表

请审阅并告知后续步骤。

此致，
[您的姓名]
[电话]

---
由ATO税务优化套件生成

Comparison

对比

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

功能	Gmail应用专用密码	本地导出
设置复杂度	简单	非常简单
是否需要Cloud Console	❌ 不需要	❌ 不需要
自动发送	✅ 是	❌ 手动
附件处理	✅ 自动添加	✅ 手动添加
邮件客户端	Gmail	任意

Recommended: Start with Local Export

推荐：从本地导出开始

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

如需立即使用：

运行
```
/export-report
```
生成文件
打开您的邮件客户端
附加文件并发送

当准备好自动化时：

创建Gmail应用专用密码
添加到
```
.env.local
```
运行
```
/email-accountant
```
直接发送

simple-report-export

Original

Translation

Simple Report Export Skill

简易报告导出Skill

Two Methods Available

两种可用方式

Method 1: Gmail App Password (Simple SMTP)

方式一：Gmail应用专用密码（简易SMTP）

Method 2: Local File Export

方式二：本地文件导出

Method 1: Gmail App Password Setup

方式一：Gmail应用专用密码设置

Prerequisites

前置条件

Step 1: Enable 2FA (if not already)

步骤1：启用双重验证（若未启用）

Step 2: Create App Password

步骤2：创建应用专用密码

Step 3: Add to Environment

步骤3：添加到环境变量

Gmail SMTP (Simple - no Cloud Console needed)

Gmail SMTP (Simple - no Cloud Console needed)

How It Works

工作原理

Method 2: Local File Export

方式二：本地文件导出

Generated Files

生成的文件

Output Location

输出位置

Dependencies

依赖项

Configuration

配置

Environment Variables (.env.local)

环境变量 (.env.local)

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

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

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

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

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

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

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

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

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

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

ACCOUNTANT DETAILS

ACCOUNTANT DETAILS

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

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

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

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

YOUR DETAILS

YOUR DETAILS

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

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

Workflow Commands

工作流命令

Export to Local Files

导出到本地文件

Send via Gmail (with App Password)

通过Gmail发送（使用应用专用密码）

Preview Only

仅预览

Email Template (Copy-Paste Ready)

邮件模板（可直接复制粘贴）

Comparison

对比

Recommended: Start with Local Export

推荐：从本地导出开始