Turn structured findings into a polished PDF-style report with sources and review notes. — Claude 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

2. Detailed Analysis Report

3. Compliance Calendar Report

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:

PDF Generation Methods

Option 1: Server-Side (Recommended for Production)

Use Puppeteer or Playwright to render HTML → PDF:

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

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