pdf_report_generation skill

---
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:

```css
@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

```xml
<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