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:

@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

<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