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Original

English
🇨🇳

Translation

Chinese

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

  1. A Gmail account (you probably already have one)
  2. Two-Factor Authentication (2FA) enabled on your Google account
  1. 一个Gmail账户（您可能已经拥有）
  2. 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）

  1. Go to https://myaccount.google.com/security
  2. Click "2-Step Verification"
  3. Follow the setup process
  1. 访问 https://myaccount.google.com/security
  2. 点击“两步验证”
  3. 按照引导完成设置

Step 2: Create App Password

步骤2：创建应用专用密码

  1. Go to https://myaccount.google.com/apppasswords
  2. Select "Mail" as the app
  3. Select "Other" as the device, name it "ATO Tax App"
  4. Click "Generate"
  5. Copy the 16-character password (e.g., 
    abcd efgh ijkl mnop
    )
  1. 访问 https://myaccount.google.com/apppasswords
  2. 选择“邮件”作为应用
  3. 选择“其他”作为设备，命名为“ATO Tax App”
  4. 点击“生成”
  5. 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 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

FileFormatUse
Tax_Optimization_Report.docx
WordFull report with legislation
Financial_Summary.xlsx
ExcelCalculations spreadsheet
Tax_Report.pdf
PDFPrint-ready version
Email_Draft.txt
TextCopy-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)

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

GMAIL_USER=your.email@gmail.com GMAIL_APP_PASSWORD=your_16_char_app_password
GMAIL_USER=your.email@gmail.com GMAIL_APP_PASSWORD=your_16_char_app_password

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

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

ACCOUNTANT DETAILS

ACCOUNTANT DETAILS

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

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

ACCOUNTANT_NAME=Your Accountant Name ACCOUNTANT_EMAIL=accountant@firm.com.au ACCOUNTANT_FIRM=Accounting Firm Pty Ltd
ACCOUNTANT_NAME=Your Accountant Name ACCOUNTANT_EMAIL=accountant@firm.com.au ACCOUNTANT_FIRM=Accounting Firm Pty Ltd

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

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

YOUR DETAILS

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

FeatureGmail App PasswordLocal Export
Setup ComplexitySimpleVery Simple
Cloud Console❌ Not needed❌ Not needed
Auto-send✅ Yes❌ Manual
Attachments✅ Auto-attached✅ You attach
Email ClientGmailAny
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:
  1. Run 
    /export-report
    to generate files
  2. Open your email client
  3. Attach the files and send
When ready for automation:
  1. Create Gmail App Password
  2. Add to 
    .env.local
  3. Run 
    /email-accountant
    for direct send
如需立即使用：
  1. 运行
    /export-report
    生成文件
  2. 打开您的邮件客户端
  3. 附加文件并发送
当准备好自动化时：
  1. 创建Gmail应用专用密码
  2. 添加到
    .env.local
  3. 运行
    /email-accountant
    直接发送