simple_report_export_skill

Overview

This skill generates professional tax optimization reports without requiring Google Cloud setup. It supports two simple delivery methods: send via Gmail SMTP using an App Password or export files locally (PDF, Word, Excel) for manual distribution. The tool focuses on practical, audit-ready outputs and a quick workflow for accountants and business owners.

How this skill works

The skill produces a Word report, an Excel financial summary, a print-ready PDF, and a copy-paste email draft into a configurable reports folder. For automated delivery, it uses Nodemailer with Gmail SMTP authenticated via a Gmail App Password (requires 2FA). Alternatively, files are written locally so you can review and send them with your preferred email client.

When to use it

• You need a fast way to generate a tax optimization report without cloud credentials.
• You want printable and editable deliverables (DOCX, XLSX, PDF) for client review or filing.
• You prefer manual control over email delivery or need to attach files to a specific mail system.
• You want automated emailing but cannot or do not want to configure Google Cloud.
• You need a copy-paste email draft to accelerate communication with accountants.

Best practices

• Enable 2-Step Verification on your Gmail account before creating an App Password.
• Store GMAIL_USER and GMAIL_APP_PASSWORD in a local .env file and never commit it to version control.
• Start with local exports to verify content and formatting before enabling automated email sends.
• Keep generated reports in a secure folder and remove or archive older sensitive files regularly.
• Use the preview mode to confirm output structure before creating files or sending emails.

Example use cases

• Generate a full tax optimization packet to send to your accountant with supporting calculations.
• Produce a PDF and DOCX version for client records and for printing at meetings.
• Automate monthly or quarterly distribution to your accounting team via Gmail SMTP.
• Create an email draft and attachments to send from a corporate mail client that enforces specific templates.